Nancy Tengler
CEO and Chief Investment Officer

Nancy Tengler is the Chief Investment Officer for Laffer Tengler Investments. As a senior member of the investment team, she also holds a leadership role on the Laffer Tengler Investments Investment Committee. In these roles, Nancy is responsible for active equity management research and portfolio management as well as leading the firm’s wealth management services.

Nancy is a committed advocate of financial literacy for females as the leader of Laffer Tengler’s Women & Wealth initiative, which encourages women to take charge of their own financial and investment planning. She has also authored a book, “The Women’s Guide to Successful Investing” and is a regular columnist for USA Today.

Prior to joining Laffer Tengler, Nancy had a distinguished investment management career in several senior leadership roles. Most recently, she served as Chief Investment Officer at Heartland Financial where she was also a Director of Arizona Bank & Trust. Nancy has also served as President, Chief Executive Officer and Chief Investment Officer of Fremont Investment Advisors in San Francisco. Prior to that, she was President and Chief Investment Officer of Global Alliance Value Investors where she was the Senior Member of the Value Tech and Value 30 investment strategies. She also worked for UBS Asset Management as Head of the Value Equities Group and with Spare, Tengler, Kaplan and Bischel, Ltd. as President and Senior Portfolio Manager.

Nancy is a strategy leader for the Concentrated Equity, Dividend Growth, Equity Growth and Equity Income portfolios. She also serves as a strategy team member for the Global Equity portfolio.

Arthur B. Laffer, Jr.
President

Arthur has more than 30 years of investment experience, most recently as President and Lead Portfolio Manager of Laffer Investments, which he founded with his father, Dr. Arthur B. Laffer Sr. He has experience in various areas of the industry, including marketing, product development, sales, information technology, and macro-economic analysis.

Prior to starting Laffer Investments, Arthur worked at Nicholas-Applegate Capital Management, where he was responsible for product management, marketing, and key account service for more than $10 billion in separate account business. Prior to that, Arthur worked at Putnam Investments in several key management capacities, and Bradford and Marzec, where he was involved in fixed income trading, research, marketing, and information technology. He currently sits on the board of directors of Preverity, a privately held company providing medical malpractice risk analysis to insurers.

Arthur is a strategy leader for the Dynamic U.S. Inflation, Fixed Income, and Global Equity portfolios.

Jordan Lentz, CFA®
Managing Director, Head of Trading and Fixed Income

Jordan is the Managing Director, Head of Trading and Fixed Income for Laffer Tengler Investments based in Nashville. She is responsible for the efficient execution of security transactions as well as fixed income portfolio management.

J. Stanley Rogers, Jr.
Senior Portfolio Manager

Stan Rogers joined Laffer Investments in 2005 and brings more than 20 years of experience in the unique area of convertible securities. In the past, he has served as a portfolio manager in his area of expertise at Nicholas-Applegate Capital Management, the Tennessee Consolidated Retirement System, and several other investment advisory firms.
He serves as a strategy leader for the Convertible portfolio.
Stan received his B.A. in Economics from The University of the South at Sewanee.

Steven F. Shepich, CFA®, CPA
Senior Portfolio Manager

Steve Shepich started his career as a public accountant after he graduated from Ferris State University.  His clients were predominately small businesses, and it was working with them that helped him realize successful businesses can consistently generate and grow cash flow.  He received his MBA in Finance from Wayne State University in 1994, and after graduation went to work for Olde Discount Corporation as an analyst following companies in the Technology sector.  In 1999, H&R Block purchased Olde.  His role then evolved into a Model Portfolio Strategist in 2002, and he began to manage several equity model portfolios.  In 2009, H&R Block was acquired by Ameriprise Financial and Steve continued to manage the model portfolios until leaving Ameriprise to join Laffer Investments as a Portfolio Manager in November 2011.

Steve currently acts as a strategy leader for the Dividend Growth portfolio.

Jonathan Berkowitz
Portfolio Manager

David Jeffress
Portfolio Manager

Fern Hailey
Senior Managing Director, Advisor Solutions and Private Asset Management

Sheila Asher
Chief Operating Officer
Managing Director, Institutional Asset Management

Catherine Lafee
Senior Relationship Manager

Kristian Kletti
Investment Operations Associate