Team Bios

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 MLP & Infrastructure Fund (MLXIX), the American Energy Independence Fund (USAI), and separately managed accounts. 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. Simon chairs the Memorial Endowment Trust Investment Committee of St. Paul’s Episcopal Church in Westfield, NJ. He is the author of 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, and Bonds Are Not Forever: The Crisis Facing Fixed Income Investors (September 2013). Simon is a CFA Charterholder and a member of the New York Society of Security Analysts’ Market Integrity Committee, and makes regular media appearances discussing energy infrastructure. Simon is a contributor to and Seeking Alpha.

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 a co-creator of the American Energy Independence Index and Head of Research for the Catalyst MLP and Infrastructure Fund. 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 clients 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.

Katie Tolosi – Administrative Assistant

Katie joined SL Advisors in September 2019.  She is responsible for ensuring policies and procedures within the firm comply to regulatory standards. Katie started her career with LPL Financial in 2013 and has gained extensive experience within compliance reporting and internal auditing. She has a B.A. in Business.