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James M

Series 65

Scottsdale, AZ

Laffer Tengler Investments, Inc.

James Meyers is a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes time at The Herbst Group, LLC. Laffer Tengler Investments offers discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset types and operates an actively managed equity income ETF.

Active portfolio management Factor investing / smart beta
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Austin F

CFA®

Scottsdale, AZ

Laffer Tengler Investments, Inc.

Austin Filiere is a CFA® charterholder currently with Laffer Tengler Investments, Inc. in Scottsdale, AZ. He previously worked with T. Rowe Price and Capital Insight and has experience in the sports industry with the Philadelphia Phillies and Chicago Cubs. Laffer Tengler Investments serves individual, high-net-worth, institutional, and intermediary clients by offering discretionary portfolio management, model portfolio delivery, and wrap fee program management. The firm employs a combination of quantitative modeling, macroeconomic forecasting, and fundamental security analysis across proprietary strategies and acts as both a model sponsor and ETF sub-adviser.

Active portfolio management Factor investing / smart beta
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Lauren W

CFA®, Series 63

Scottsdale, AZ

Laffer Tengler Investments, Inc.

Lauren West is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, with one year of industry experience. Her prior roles include positions at CIVANA Wellness Resort & Spa and Delta Air Lines, and she spent eight years at Berman Capital Advisors. Laffer Tengler Investments provides portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage strategies across various asset classes, including an actively managed equity income ETF.

Active portfolio management Factor investing / smart beta
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Gavin G

Series 65

Scottsdale, AZ

Laffer Tengler Investments, Inc.

Gavin Grabowski is a financial advisor with Laffer Tengler Investments, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Laffer Tengler, he worked at JOEY Restaurant Group and Green Street. Outside of finance, he participates in modeling for clothing advertisements through a licensed agency. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage strategies across various asset classes, including ETFs and equities.

Active portfolio management Factor investing / smart beta
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Alex V

CFA®, Series 63

Scottsdale, AZ

Laffer Tengler Investments, Inc.

Alex Van Iderstine is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently works at Laffer Tengler Investments, Inc. and previously held positions at Exchange Traded Managers Group and AXA Advisors, LLC. Outside of finance, he has experience working in the seafood industry with Steve and Mike's Shellfish. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset classes and operates an actively managed equity income ETF.

Active portfolio management Factor investing / smart beta
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Catherine L

Series 63, Series 65

Sottsdale, AZ

Laffer Tengler Investments, Inc.

Catherine Lafee is a financial advisor at Laffer Tengler Investments, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including ButcherJoseph Asset Management, Sable Capital, Arizona Bank & Trust, LPL Financial, and Waddell & Reed. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis, offering actively managed strategies across various asset classes and serving as a sub-adviser and model provider to other advisers and wrap program sponsors.

Active portfolio management Factor investing / smart beta
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Byron A

Series 65, Series 66

Scottsdale, AZ

Laffer Tengler Investments, Inc.

Byron Anderson II is a financial advisor at Laffer Tengler Investments, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Mutual Securities, Inc., Mutual Advisors, LLC, and LPL Financial, LLC. Outside of his advisory roles, he has been involved with Emerald Water Anglers. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage a range of investment strategies across multiple asset classes.

Active portfolio management Factor investing / smart beta
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