Managing Partners

David Jeffress

David 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.

David was a Portfolio Manager at Laffer Tengler Investments, an investment management firm with nearly $1 billion in AUM and has experience in structuring and managing investment partnerships and alternative investment funds in a variety of asset classes.

Jonathan Berkowitz

jberkowitz@senetcapitalmanagement.com

Jonathan has 3 years of investment management experience as a Portfolio Manager and Trader at Laffer Tengler Investments, an investment management firm with nearly $1 billion in AUM.

Jonathan served 10 years in the United States Navy as a helicopter pilot. He is an innovative leader with 10 years’ experience managing and developing individuals and teams, leveraging an all-around perspective integrating qualitative and quantitative reasoning to develop action plans driving substantial results in dynamic and fluid environments.

Jonathan graduated from the United States Naval Academy in 2010 with a Bachelor of Science in Economics. Jonathan is currently a Lieutenant Commander in the United States Navy Reserves, serving with the Helicopter Maritime Strike Squadron Six Zero (HSM-60).