SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Laffer Tengler Investments, a leading wealth/asset management firm, announced changes to the investment management team with a promotion and a new hire. Jordan Lentz has been hired as Senior Managing Director and Head of Trading and Fixed Income and Sheila Asher has been promoted to Chief Operating Officer.
“I am delighted to expand our team with experienced, professional women,” said Nancy Tengler, Chief Executive Office and Chief Investment Officer of Laffer Tengler Investments. “Our firm continues to grow, and receive recognition for our investment strategies which allows us to attract and promote these talented women leaders. These new roles will help Laffer Tengler continue to serve our institutional, platform, and high net worth clients,” Tengler added.
Jordan Lentz will serve as Senior 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. Lentz specializes in individual corporate and municipal debt for high net worth clients.
Prior to joining Laffer Tengler Investments, Lentz served as the Vice President of Trading for Kings Point Capital. She has more than a decade of experience in financial services and investment trading, including experience on the sell side with institutional bond brokers at Raymond James. Before relocating to Nashville, Lentz was the sole foreign employee for a Chinese private wealth management company specializing in overseas strategic development in Shanghai.
Lentz holds the Chartered Financial Analyst ® designation. She graduated cum laude from the University of Florida with a Bachelor of Science in Public Relations. She has also studied at Tsinghua University in Beijing, Huron University in London and East China Normal University in Shanghai. Lentz currently serves on the board of the Nashville Adult Literacy Council.
Sheila Asher was promoted to Chief Operating Officer and Managing Director, Institutional Asset Management. She brings over 30 years of experience in the asset management and asset servicing business.
Asher has broad experience partnering with both Corporate and Government institutional clients to understand long term strategic goals, manage short-term tactical priorities, and deliver solutions to support intricate portfolio structures and reporting requirements. Sheila’s vast experience working with complex, global institutional clients includes oversight over multiple products/services, including asset management, global asset servicing, cash management, securities lending, performance measurement, and compliance monitoring. She has significant ERISA and fiduciary experience. Prior to joining Laffer Tengler, Asher spent more than 22 years with JPMorgan, most recently serving as Vice President – Senior Relationship Manager for the Corporate & Investment Bank, managing a global institutional book of business.
Before joining JPMorgan, Asher spent ten years in the investment management business with UBS Asset Management’s Value Equities Division and Spare, Tengler, Kaplan & Bischel, where she developed a deep understanding of portfolio strategies and served as the relationship manager for key clients and first began working with Nancy Tengler.
Asher has a Bachelor of Science in Commerce in Finance from Santa Clara University.
Laffer Tengler Investments manages nine proprietary investment strategies; the firm’s Equity Income Strategy has a 5-star overall Morningstar rating out of 470 large value funds as of September 30, 2021. The strategy also received an above average ESG rating as well.
About Laffer Tengler Investments
Laffer Tengler Investments, Inc., headquartered in Nashville, Tennessee, with offices in Charlotte, North Carolina, and Scottsdale, Arizona, and national distribution is a leading asset management firm providing investment solutions to Institutional, Platform, and high net worth. Advisory services are offered through Laffer Tengler Investments, an investment advisor registered with the SEC. Laffer Tengler Investments is a ButcherJoseph company. Laffer Tengler’s Equity Income Strategy holds a 5-star overall Morningstar rating out of 470 large value funds as of September 30, 2021.