ABOUT CLOUGH CAPITAL

Clough Capital Partners L.P. is a global multi-strategy alternative asset management firm founded in 1999 and based in Boston, MA.

We employ fundamental research to invest in public and private markets, across various asset classes and manage an array of strategies for our clients.

Our approach to investment management combines rigorous fundamental bottom-up company research, broad, long-term global investment themes and comprehensive risk management. Over our 23-year history of asset management, we have developed deep experience and specialty capabilities across a range of sectors and geographies.

Our team of investment professionals averages over 30 years of industry experience and more than 14 years with our firm.

Clough Capital Partners L.P. is an investment adviser registered with the U.S. Securities & Exchange Commission.



About Our Team



Charles I. Clough, Jr., CFA
Chairman, CIO, Partner & Portfolio Manager

Chuck Clough has been active in the securities and investment business for over 57 years. Prior to founding Clough Capital, Chuck served as the Chief Global Investment Strategist from 1987 through 1999 at Merrill Lynch & Co. During this time, he advised many of the world’s top institutions and investors on portfolio strategy. Prior to his tenure at Merrill Lynch & Co., Chuck was Director of Investment Policy and Chief Strategist at Cowen & Co. Previously, he had been the Director of Research and a Portfolio Manager at the Boston Company, a Portfolio Manager at Colonial Management Associates and a Vice President and Senior Research Analyst for both Donaldson, Lufkin & Jenrette, and Alliance Capital Management Company. Chuck serves on the boards and/or investment committees of a number of medical, financial, educational and charitable institutions, including his alma mater, Boston College. Chuck graduated magna cum laude with a major in History and a minor in Economics from Boston College and earned an MBA at the University of Chicago. He has been a CFA® charterholder since 1979. Chuck is an ordained permanent deacon in the Roman Catholic Archdiocese of Boston and serves in that capacity at his local parish in Concord, MA.



Vincent M. Lorusso, Jr
President, CEO, Partner & Portfolio Manager

Vince has been in the investment industry for 25 years, including a prior tenure with Clough Capital Partners from 2004-2020 when he served as a Research Analyst, Portfolio Manager & Partner. Prior to rejoining Clough in 2023, Vince had been the President, CEO and Portfolio Manager of Changebridge Capital, LLC. Changebridge was Co-Founded by Vince in 2020 to provide actively managed strategies to investors in the ETF structure. Those ETFs are now advised by Clough Capital Partners, with Vince remaining as Portfolio Manager of the ETFs, a role he has served since the inception of the two strategies. Vince’s career in finance began in 1998 with New England Funds, an entity which would soon be integrated into Natixis Asset Management. Over a span of six years with Natixis-affiliates, Vince held several foundational roles in his career including Investor Representative and Project Manager, and most recently as a Senior Investment Consultant for Natixis. For more than a decade, Vince has also served as a member of the Investment Committee for Louisa May Alcott’s Orchard house, which serves as a historic museum in Concord, Massachusetts. Vince also serves on the Investment Committee for the Nashoba Brooks School, where he has been a Board Member, including a term as President of the Board of Trustees. Vince holds an M.S. in Finance and a B.S. in Finance & English, both from Boston College.



William G. Whelan
Partner & Portfolio Manager

Bill Whelan joined Clough Capital in 2014 and has over 17 years of experience in the investment management industry. In 2023, Bill was named Co-Portfolio Manager of the Firm’s three closed-end mutual funds. Prior to joining Clough Capital, Bill was an Investment Principal at Partners Capital, a private investment office focused on multi-asset class investing, from 2010 to 2014. Previously, Bill was an Equity Research Analyst at Millennium Management, a multi-strategy hedge fund, from 2008 to 2009 and at Fidelity Management and Research from 2005 to 2008. He holds a B.A. in Economics from Harvard College.



Anne L. Doan
Director of Tax & Finance

Anne Doan joined Clough Capital in 2016 and focuses on tax, audit and accounting matters. Anne has over 16 years of accounting experience in alternative investments. Prior to joining Clough Capital, Anne was a Vice President of Tax at Point72 Asset Management, L.P. and, previously, a Manager at Ernst & Young LLP’s Financial Services Office. Anne is a Certified Public Accountant in the state of New York and holds a B.S. in Accounting from Boston University.



Daniel J. Gillis
Chief Compliance Officer

Dan Gillis joined Clough Capital in 2004 as Chief Compliance Officer. He established and maintains the Clough Capital compliance program. Dan has over 33 years of financial industry experience, including 30 years in investment adviser compliance. Prior to joining Clough Capital, he was Vice President and Compliance Manager in the Investment Management Compliance Group with Deutsche Asset Management. Dan holds a J.D. from the University of Denver and B.A. from Gonzaga University.



John E. Kowaleski
Partner & Chief Financial Officer

John Kowaleski joined Clough Capital in 2004 and has served as Chief Financial Officer of the Firm since 2019. John initially focused on the Firm’s accounting and finance activities before becoming a trader in 2006. In 2018, John rejoined the Finance team as Controller, while also continuing to serve in a trading role. Prior to joining the Firm, John was an Analyst with the business consulting firm Accenture. He holds a B.S. in Finance and in Marketing from Boston College.



Kathleen A. Fletcher, CFA
Director of Compliance & Risk

Kathleen Fletcher joined Clough Capital in 2010 in its Compliance department and was promoted to Director of Compliance & Risk in 2019. Kathleen holds a B.S. in Business Administration with a concentration in Finance & Insurance from Northeastern University. She has been a CFA® charterholder since 2015.



Nicole M. Intinarelli
Investor Relations Associate

Nicole Intinarelli joined Clough Capital in 2014 and currently oversees the Investor Relations function. Nicole has also held various administrative positions both within Clough Capital and prior to joining the Firm Nicole received a B.S. from the University of Massachusetts Amherst.



Betty Y. Tong
Vice President of Operations & Risk

Betty Tong joined Clough Capital in 2010, and currently oversees the Operations team. Betty holds a B.S. in Business Administration with a dual concentration in Finance & Accounting from Northeastern University.



Stephen J. Ashe
Operations Associate

Steve Ashe joined Clough Capital in 2021 as an Operations Associate. Prior to joining Clough Capital, Steve was a Portfolio Operations Associate at Bain Capital and, previously, an Operations Specialist at State Street Bank and Trust Company.  Steve holds a B.S. in Business Administration with a dual concentration in Finance & Marketing from Ithaca College.



David Meyncke, CIMA®
Managing Director

David is a Managing Director and head of business development at Clough Capital, a position he has held since August 2023. He has extensive knowledge of advisory channel platforms and expertise in working with financial advisors. As National Sales Manager at MainStay Funds, David led a multi-billion dollar sales team and developed unique strategies for business development. While at JW Seligman, David was instrumental in positioning the firm's early sales success in the Florida region. More recently at SSC ALPS Advisors, David led in sales and key product launch initiatives as a Senior Portfolio Strategist. David has advanced studies through the Wharton executive education program, is a member of the Investments & Wealth Institute and is a Certified Investment Management Analyst (CIMA® designation).