Nancy Caven Tengler
Directeur Général chez Laffer Tengler Investments, Inc.
Profil
Ms. Nancy C.
Tengler is a Chief Executive Officer & Chief Investment Officer at Laffer Tengler Investments, Inc. She is on the Board of Directors at BioAccel.
As a senior member of the investment team, she also holds a leadership role on the Laffer Tengler Investments Investment Committee.
In these roles, she is responsible for active equity management research and portfolio management as well as leading the firm’s wealth management services.
She is a committed advocate of financial literacy for females as the leader of Laffer Tengler’s Women & Wealth initiative, which encourages women to take charge of their own financial and investment planning.
Prior to joining Laffer Tengler, she had a distinguished investment management career in several senior leadership roles.
Most recently, she served as Chief Investment Officer at Heartland Financial where she was also a Director of Arizona Bank & Trust.
She has also served as President, Chief Executive Officer and Chief Investment Officer of Fremont Investment Advisors in San Francisco.
Prior to that, she was President and Chief Investment Officer of Global Alliance Value Investors where she was the Senior Member of the Value Tech and Value 30 investment strategies.
She also worked for UBS Asset Management as Head of the Value Equities Group and with Spare, Tengler, Kaplan and Bischel, Ltd.
as President and Senior Portfolio Manager.
She received her undergraduate degree from Point Loma Nazarene University and a graduate degree from St. Mary's College (Indiana).
Postes actifs de Nancy Caven Tengler
| Sociétés | Poste | Début |
|---|---|---|
BioAccel
 BioAccel Miscellaneous Commercial ServicesCommercial Services BioAccel provides funding and business expertise services to early stage life sciences companies. The non-profit company is based in Phoenix, AZ and has subsidiaries in the United States. | Directeur/Membre du Conseil | 21/05/2014 |
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. | Directeur Général | 16/11/2021 |
Anciens postes connus de Nancy Caven Tengler
| Sociétés | Poste | Fin |
|---|---|---|
| HEARTLAND FINANCIAL USA, INC. | Corporate Officer/Principal | - |
Arizona Bank & Trust
 Arizona Bank & Trust Regional BanksFinance Arizona Bank & Trust operates as a state chartered commercial bank. Its services include banking, borrowing, investment services, wealth advisory services, insurance, ebanking, treasury management, and retirement plan services. The company is headquartered in Phoenix, AZ. | Directeur en chef des Investissements | - |
Formation de Nancy Caven Tengler
| Point Loma Nazarene University | Undergraduate Degree |
| St. Mary's College (Indiana) | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| HEARTLAND FINANCIAL USA, INC. | Finance |
| Entreprise privées | 3 |
|---|---|
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 |
Arizona Bank & Trust
Arizona Bank & Trust Regional BanksFinance Arizona Bank & Trust operates as a state chartered commercial bank. Its services include banking, borrowing, investment services, wealth advisory services, insurance, ebanking, treasury management, and retirement plan services. The company is headquartered in Phoenix, AZ. | Finance |
BioAccel
BioAccel Miscellaneous Commercial ServicesCommercial Services BioAccel provides funding and business expertise services to early stage life sciences companies. The non-profit company is based in Phoenix, AZ and has subsidiaries in the United States. | Commercial Services |