Profile
Mr. Steven F.
Shepich, CFA MBA, is a Senior Portfolio Manager at Laffer Tengler Investments, Inc.
Mr. Shepich started his career as a public accountant after he graduated from Ferris State University.
His clients were predominately small businesses, and it was working with them that helped him realize successful businesses can consistently generate and grow cash flow.
After graduation went to work for Olde Discount Corporation as an analyst following companies in the Technology sector.
In 1999, H&R Block purchased Olde.
His role then evolved into a Model Portfolio Strategist in 2002, and he began to manage several equity model portfolios.
In 2009, H&R Block was acquired by Ameriprise Financial and Steve continued to manage the model portfolios until leaving Ameriprise to join Laffer Investments as a Portfolio Manager in November 2011.
He received his MBA in Finance from Wayne State University in 1994.
Steve Shepich active positions
| Companies | Position | Start |
|---|---|---|
Laffer Tengler Investments, Inc.
 Laffer Tengler Investments, Inc. Investment ManagersFinance Laffer Tengler Investments, Inc. is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Dr. Arthur B. Laffer and Arthur B. Laffer in 1999. They are a wholly owned subsidiary of ButcherJoseph Financial Holdings LLC. Laffer Tengler Investments provides investment advice and management services (1) as a discretionary investment adviser to domestic and foreign separately managed accounts; (2) as a discretionary manager to clients participating in one or more wrap fee programs; (3) as a non- discretionary investment adviser to certain clients, which includes other investment advisers; and (4) as a sub-adviser to certain open-end exchange traded funds. | Portfolio Manager-Equities | 2011-10-31 |
Former positions of Steve Shepich
| Companies | Position | End |
|---|---|---|
Ameriprise Advisor Services, Inc.
 Ameriprise Advisor Services, Inc. Investment Banks/BrokersFinance Founded in 2008, Ameriprise Advisor Services, Inc. is a broker/dealer headquartered in Detroit, Michigan. The firm is a subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). Ameriprise Advisor Services utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research. | Market Strategist | 2011-11-29 |
H&R Block Financial Advisors
 H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Market Strategist | 2008-10-30 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Finance |
Ameriprise Advisor Services, Inc.
Ameriprise Advisor Services, Inc. Investment Banks/BrokersFinance Founded in 2008, Ameriprise Advisor Services, Inc. is a broker/dealer headquartered in Detroit, Michigan. The firm is a subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). Ameriprise Advisor Services utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research. | Finance |
Laffer Tengler Investments, Inc.
Laffer Tengler Investments, Inc. Investment ManagersFinance Laffer Tengler Investments, Inc. is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Dr. Arthur B. Laffer and Arthur B. Laffer in 1999. They are a wholly owned subsidiary of ButcherJoseph Financial Holdings LLC. Laffer Tengler Investments provides investment advice and management services (1) as a discretionary investment adviser to domestic and foreign separately managed accounts; (2) as a discretionary manager to clients participating in one or more wrap fee programs; (3) as a non- discretionary investment adviser to certain clients, which includes other investment advisers; and (4) as a sub-adviser to certain open-end exchange traded funds. | Finance |
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