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ABOUT US
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Following 23 years with JPMorgan, Simon Lack founded SL Advisors, LLC, a Registered Investment Advisor, in 2009. Much of Simon Lack’s 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 take economic stakes in emerging hedge fund managers. Simon Lack’s deep experience in financial markets, managing complex trading businesses and overseeing hedge funds provide him with a unique perspective from which to manage investments and advise clients. Simon serves on the Board of Trustees of Wardlaw-Hartridge School in Edison, NJ where he chairs the Investment Committee, and also chairs the Memorial Endowment Trust Investment Committee of St. Paul's Church in Westfield, NJ. |
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Henry joined SL Advisors from PNC Financial Services Group, where he spent three years as an equity analyst. While at PNC, Henry conducted fundamental equity research across a variety of sectors focused on their Large Cap Value and Large Cap Growth & Income strategies. Henry graduated from Duke University in 2006 with a B.S in Economics and Minor in Chemistry. |
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Larry has 26 years of capital markets experience concentrated in the structuring, trading, and risk management of fixed income derivatives. Larry’s trading career began at Manufacturers Hanover Trust in 1983 where he traded interest rate derivatives. He subsequently ran trading desks at Bank of America and First Union where he oversaw teams of traders responsible for client flow and risk taking. Larry co-founded a profitable hedge fund trading corporate debt, credit and equity derivatives before setting up his current business which executes trades and manages risk for clients in futures, stocks and bonds. 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. |
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