David Jeffress
2ndVote Advisers Sub-Advisor
Laffer Tengler Investments Portfolio Manager
David is a portfolio manager for Laffer Tengler Investments, working with Chief Investment Officer Nancy Tengler on the firm’s dividend focused strategies and equity hedging products. He has been in the investment management business since 2011, with experience ranging from the large wire-house investment management firms to private alternative asset managers.
David began his career in investment management after graduating from the W.P. Carey School of Business, where he earned an undergraduate degree in Finance. Initially working as an advisor with LPL Financial serving high-net-worth families and businesses, he then joined Merrill Lynch, Pierce, Fenner & Smith as an advisor in their Global Wealth Management division in Phoenix, AZ. Prior to joining Laffer Tengler Investments, David served as a fund analyst for a family office’s investment partnership headquartered in Paradise Valley, AZ.
David holds a Series 66 registration in addition to being a CFA candidate.