Simon Lack, CFA – Managing Partner
Following 23 years with JPMorgan, in 2009 Simon Lack founded SL Advisors, LLC, an SEC Registered Investment Adviser. SL Advisors manages investments in energy infrastructure including the Catalyst Energy Infrastructure Fund (MLXIX) and separately managed accounts and publishes the American Energy Independence Index which is tracked by the Pacer American Energy Independence ETF (USAI). Prior to this, much of Simon Lack’s 23-year career with JPMorgan was spent in North American Fixed Income Derivatives and Forward FX trading, a business that he ran successfully through several bank mergers ultimately overseeing 50 professionals and $300 million in annual revenues. Simon Lack sat on JPMorgan’s investment committee allocating over $1 billion to hedge fund managers and founded the JPMorgan Incubator Funds, two private equity vehicles that took economic stakes in emerging hedge fund managers. He is the author of three books: The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True, published in 2012 to widespread praise from mainstream financial press including The Economist, Financial Times and Wall Street Journal; Bonds Are Not Forever: The Crisis Facing Fixed Income Investors (September 2013); Wall Street Potholes; Insights from Top Money Managers on Avoiding Dangerous Products (October 2015). Simon is a CFA Charterholder and board member of the CFA Society, Naples, Florida.
Henry Hoffman, CFA – Partner, Portfolio Manager
Henry is a partner at SL Advisors and Portfolio Manager of the SL Advisors MLP & Infrastructure SMA strategies. He is Co-Portfolio Manager of the Catalyst Energy Infrastructure Fund (MLXIX) and Co-Portfolio Manager for the Rational Inflation Growth Fund (IGOIX). He is a co-creator of the American Energy Indices. Henry serves as a member of the Board of Directors of Skillz, Inc. (NYSE:SKLZ). Prior to joining SL Advisors, Henry worked as a buy-side equity analyst for PNC Capital Advisors and as a private equity real estate analyst for PNC Realty Investors. Henry graduated from Duke University with a B.S in Economics and Minor in Chemistry.
Larry Hirshik – Trading
Larry runs LEH Advisor, LLC, a business which executes trades and manages risk for friends and family in futures, stocks and bonds. Before setting up his own business, Larry was Partner and Co-Founder of Etolian Capital Group, a profitable hedge fund specializing in relative value credit strategies. Prior to that, Larry ran trading desks at Bank of America and First Union where he oversaw teams of traders responsible for client flow and risk taking. Larry’s trading career began at Manufacturers Hanover Trust in 1983 where he traded interest rate derivatives. Larry has a B.S. in Mathematics and Computer Science from the University of New Hampshire and an M.B.A. (with honors) in Finance and Management Science from UCLA.
Douglas Cataldo – Product Specialist
Doug joined SL Advisors in March of 2018 as a Product Specialist. Doug is responsible for new client development, relationship management, and business development initiatives. Prior to joining SL Advisors, Doug held positions in sales, marketing, and relationship management at Harbor Capital Advisors, One Charles Private Wealth and Putnam Investments. Doug graduated from the University of New Hampshire in 2014 with a B.S. in Business Administration concentrating in finance and management. He also holds a minor in Economics.
Jaclyn Rodriguez – Administrative Assistant
Jaclyn joined SL Advisors in August 2020. She is responsible for administrative support and office management. Jackie’s prior experience is in wholesale catering.
Elizabeth Lack – Business Development
Liz joined SL Advisors in October of 2021 in Business Development. Liz is responsible for supporting new initiatives around client acquisition and relationship management. Prior to joining SL Advisors, Liz held positions in summer programs, patient care, and office management at The Wardlaw-Hartridge School, Memorial Sloan Kettering Cancer Center, and Benchmark IT, LLC respectively. Liz graduated from Arcadia University in 2012 with a B.S. in Psychology. She holds a minor in Biology.