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 served as 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 of a number of medical, 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.

Vince Lorusso has been in the investment industry for over 25 years, including a prior tenure with Clough Capital from 2004 to 2020, where he served as a Research Analyst, Portfolio Manager, and Partner. Prior to rejoining Clough Capital in 2023, Vince was President, CEO, and Portfolio Manager of Changebridge Capital, LLC, which he co-founded in 2020 to provide actively managed strategies to investors in the ETF structure. Those ETFs are now advised by Clough Capital, with Vince remaining as Portfolio Manager, a role he has held since the inception of the two strategies.

Before initially joining Clough Capital, Vince held several roles at Natixis Asset Management from 1998 to 2004, including Investor Representative, Project Manager, and Senior Investment Consultant.

Vince serves on the Investment Committee for Louisa May Alcott’s Orchard House, and his market perspectives are regularly featured in financial media outlets and industry publications. He holds a BS in Finance and English and an MS in Finance, both from Boston College.

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.

John Kowaleski joined Clough Capital in 2004 and has served as Chief Financial Officer since 2019. John initially focused on Clough Capital’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 Clough Capital, John was an Analyst with the business consulting firm Accenture. He holds a B.S. in Finance and in Marketing from Boston College.

David Meyncke joined Clough Capital in 2023 as Managing Director and Head of Business Development. 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 J & W Seligman & Co, David was instrumental in positioning the firm’s early sales initiative in the Florida region. More recently at SS&C ALPS Advisors, David led 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).

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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 served as Vice President and Compliance Manager in the Investment Management Compliance Group with Deutsche Asset Management. Dan holds B.A. from Gonzaga University and a J.D. from the University of Denver.

Kathleen Fletcher joined Clough Capital in 2010 in the 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.

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.

Nicole Kane 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.

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.

Brett Tracy joined Clough Capital in 2025 and has over 8 years of experience in the investment management industry. Prior to joining Clough Capital, Brett held various positions with Wellington Management Company, Inland Private Capital Corporation, and BlackRock Inc. Brett attended the University of Miami and the London School of Economics and Political Science. Brett holds a B.B.A. in Finance and a B.S.B.A. in Economics from the University of Miami. Brett is based in Charleston, South Carolina.