Meet the Team

Financial Industry Experts

Financial Industry Experts

Laffer Tengler Investments is a talented team of professionals that takes a disciplined, data-driven approach to managing your assets. That kind of thinking builds better, stronger portfolios — and helps us focus on the best possible outcome for you. Our approach is simple — listen, build a strategy that makes sense to you, and execute.

During our process, you’ll work directly with our most senior people. You will have direct access to our Chief Investment Officer and be able to speak directly to portfolio managerss, so you can move straight toward finding the investment strategies to achieve your objectives. You will have the confidence of knowing your account is managed from creative liquidity management, individually structured fixed income portfolios and active equity risk management in pursuit of market returns. Our clients also enjoy access to resources geared to women’s unique views of wealth management. We focus on what matters. We’re engaged, transparent, and committed to achieving the best possible outcome for you. Learn more by exploring our Client Relationship Summary.

Leadership

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Nancy Tengler

CEO and Chief Investment Officer

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Arthur B. Laffer, Jr.

President


Investment Team

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Nancy Tengler

CEO and Chief Investment Officer

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Arthur B. Laffer, Jr.

President

Jordan Lentz, CFA®

Managing Director,
Head of Trading and Fixed Income

J. Stanley Rogers, Jr.

Senior Portfolio Manager

Steven F. Shepich, CFA®

Senior Portfolio Manager

Jonathan Berkowitz

Portfolio Manager

David Jeffress

Portfolio Manager


Sales Team

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Fern Hailey

Senior Managing Director,
Advisor Solutions and Private Asset Management

Sheila Asher

Chief Operating Officer
Managing Director, Institutional Asset Management

Rich Grider

Senior Relationship Manager
Advisor Solutions

Catherine Lafee

Senior Relationship Manager Wealth Management


Key Staff Members

Jessica Sos, J.D.

Chief Administrative Officer

Lauren Mitchell

Executive Assistant

Kristian Kletti

Investment Operations Associate