Financial companies carry out staff moves | Finance


Two Nashville-based financial firms are bolstering their teams.

Wealth management firm Laffer Tengler Investments has announced that Jordan Lentz has been hired as senior managing director and head of trading and fixed income, while Sheila Asher has been promoted to chief operating officer.

Lentz was most recently vice president of trading for Kings Point Capital.

Asher held previous positions at JPMorgan and UBS Asset Management. His appointment follows a November reworking in Laffer Tengler’s C suitewith the appointment of a new CEO and a new president.

“I am thrilled to expand our team with experienced female professionals,” CEO and Chief Investment Officer Nancy Tengler said in a statement. “Our firm continues to grow and be recognized for its investment strategies, which allows us to attract and promote these talented female leaders. These new roles will help Laffer Tengler continue to serve our institutional, platform and high net worth clients.

Laffer Tengler has additional offices in Charlotte and Scottsdale and is part of the ButcherJoseph umbrella.

Additionally, Nashville-based Truxton Trust Company announced that Daniel Bellet has joined the office as Associate Wealth Advisor. He held previous positions at Vanguard, iBenefit Communication and The ROW Group.

“Daniel is a great addition to the best team in our industry,” general manager Drew Mallory said in a statement. “We are very pleased to have him join our group of thought leaders who are focused on doing the right thing for the families we serve.”


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