John A Forlines III

John A. Forlines III

Chief Investment Officer
Portfolio Manager

John A. Forlines III, Chief Investment Officer of W.E. Donoghue & Co., LLC. and portfolio manager for the JAForlines Global Tactical Portfolios, was formerly Chairman and CIO of JAForlines Global when it was an independent investment adviser. Mr. Forlines is an Executive in Residence in the Department of Economics at Duke where he teaches classes in behavioral finance and decision making.

During John’s time as Chairman and CIO of JAForlines Global, the firm was awarded Envestnet’s 2016 Strategist of the Year Award for the management of the Global Tactical Portfolio Suite. The Portfolio Team, under John’s continued leadership, was a finalist for Envestnet’s Strategist of the Year again in 2018, making JAForlines the only firm to become a finalist twice. Through a rigorous due diligence process, the firm was also selected by Envestnet’s PMC Team to be on the PMC Select List, or “Best Ideas” Managers derived through qualitative and quantitative analysis.

In addition to his work at W.E. Donoghue and Duke University, Mr. Forlines is the Managing Partner of the Forlines Family Office, which is active primarily in charitable support for education in the United States. Mr. Forlines enjoyed a long career with J.P. Morgan from 1985-2000, serving various roles within the firm, including Vice President of Structured Products, Co-Head of the U.S. Private Equity Group, Managing Director in the Securities Business Development Group and Managing Director and Co-Head of U.S. Tech, Media & Telecom Investment Banking.

Mr. Forlines is admitted to the practice of law in the State of New York; before his career at JP Morgan his legal work specialized in structured debt and equity products. Graduating from Duke University with Honors in English and Economics, Mr. Forlines has also earned his J.D from the Duke University School of Law.

Mr. Forlines has served on the Girl Scouts of America National Investment Committee and is on the Board of Shakespeare’s Globe in London and the Duke University Athletic Advisory Board. He is a Trustee of the North Shore Wildlife Sanctuary and the Ruth Z. Fleishman Foundation. John and his wife, Anne, have a daughter working in the fashion industry in New York City, a daughter in The Columbia University Post baccalaureate Premedical Program and a son who is a senior at Duke University.

  • We believe our investment approach, track record and customized service are truly changing the game in investment management.

    - John A. Forlines III

About JAForlines Global

JAForlines has been acquired by and operates through W.E. Donoghue & Co., LLC.
W.E. Donoghue is a registered investment adviser with United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940.

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W.E. Donoghue & Co., LLC
Tel: (516) 609-3370


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