JAForlines Global Names Robert Shea CEO & Co-Chair of Investment Committee

Bob Shea has long been instrumental in product development, tactical strategy, and idea generation crucial to JFG’s model construction.

JAForlines Global (JFG) announces that Robert Shea, a long-time senior member of the JFG portfolio management team, will assume the role of CEO and Co-Chair of the Investment Committee as of September 5, 2017. Bob has long been instrumental in product development, tactical strategy, and idea generation crucial to JFG’s model construction. He keenly understands industry relationships and he will make a significant contribution to JFG’s long-term growth and success.

Bob Shea’s new CEO role, working with Chairman and CIO John Forlines III, adds senior leadership capacity to support rapidly expanding relationships in JFG’s Advisor and Broker Dealer channels. John will continue to focus on portfolio research, strategic partnerships, and provide leadership and education to Advisors.

Bob and team will work to capitalize on the exciting momentum the firm enjoys today as Envestnet’s 2016 Strategist of the Year and as the driving force behind its 5-Star-rated mutual fund. JFG’s four risk managed Global Tactical Allocation portfolios are available at Envestnet and other platforms. All four portfolios are included in Envestnet PMC’s highly exclusive Strategist Select List which represents their “best ideas” solutions.

Bob Shea is a former partner at Goldman Sachs and was a founder and CIO of AsiaSource Capital, a partnership based in the U.S. and Singapore. He spent 14 years at Goldman Sachs as a partner in charge of cash equity and sector based proprietary trading, and also served as a member of Goldman’s Equity Division Risk and Global Trading Committees. In addition, he was a member of NASDAQ’s Quality of Markets Committee. Prior to Goldman Sachs, Bob spent five years as a senior equity trader at First Boston.

John Forlines III is Chairman and CIO of JAForlines Global and portfolio manager of the American Independence JAForlines Global Tactical Allocation Fund (RMA). He is also a noted Behavioral Finance expert and Professor of Behavioral Finance in the Economics Department at Duke University. Learn more about our leadership team here.

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