CHARLES I. CLOUGH JR.
Chairman, CEO and Portfolio Manager; Clough Capital Partners LP
Chuck Clough, CFA, has been active in the securities and investment business for over 53 years. Prior to founding Clough Capital, Clough served as the chief global investment strategist from 1987 through 1999 at Merrill Lynch & Co. Inc. During this time, he advised many of the world's top institutions and investors on portfolio strategy and was named to the Institutional Investor All-America Research Team for over 12 years.
Chairman, Spouting Rock Asset Management
John Coyne joined Spouting Rock Asset Management in 2018 and has been in the financial services industry for 36 years, the last 30 years at Brinker Capital. Coyne is responsible for distribution and firm development. At Brinker, he had many roles and served on multiple committees, most recently as the interested trustee to the Destinations mutual fund family.
PAMELA FENNELL JACOBS
Chief Sustainability Officer, Spouting Rock Asset Management
Pamela Jacobs focuses on evolving the firm’s sustainability strategy. Jacobs has extensive domestic and international experience in the wealth management industry. Her tenure has been marked by successful business building across the wealth spectrum. Over the past three decades, she has served in leadership roles at Envestnet, SEI and Fidelity.
Co-Chairman, Lake Partners
Rick Lake is co-chairman of Lake Partners. As a pioneer in liquid alternatives, the firm launched its LASSO Long and Short Strategic Opportunities portfolio of alternative mutual funds over 20 years ago. As an innovator in liquid alternatives, the firm launched the LASSO “Spectrum” Alternative ETF Portfolio in 2017. With over 35 years of investment experience, Lake serves as portfolio manager of both strategies.
VINCENT M. LORUSSO, JR.
Partner and Portfolio Manager, Clough Capital LP
Vince Lorusso joined Clough Capital in 2004 and has 21 years of industry experience. Lorusso covers equity investments with a concentration in the consumer and media sectors. Prior to joining the firm, he was a senior investment consultant with Natixis Asset Management. He serves on the investment committee of Louisa May Alcott’s Orchard House, as well as the Nashoba Brooks School.
Founder and Managing Partner, Invenomic Capital Management LP
Ali Motamed, CFA, is the managing partner of Invenomic Capital Management, the subadvisor to the Balter Invenomic Fund. Prior to founding Invenomic, Motamed was co-portfolio manager of the Boston Partners Long/Short Equity Fund. He was awarded Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014.
Senior Managing Director and Head of Real Estate Development, EJF Capital LLC
Asheel Shah joined EJF in 2018 and has over 20 years of experience in the real estate industry. Prior to joining EJF, Shah was the president and chief investment officer of the multifamily division at Kettler Inc. He also served as the senior vice president of real estate investments. During his 11 years at Kettler, he oversaw acquisitions, asset management, development, construction and equity capital sourcing.