Nancy Caven Tengler
Chief Executive Officer at Laffer Tengler Investments, Inc.
Profile
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).
Nancy Caven Tengler active positions
Companies | Position | Start |
---|---|---|
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. | Director/Board Member | 2014-05-20 |
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. | Chief Executive Officer | 2021-11-15 |
Former positions of Nancy Caven Tengler
Companies | Position | End |
---|---|---|
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. | Chief Investment Officer | - |
Training of Nancy Caven Tengler
Point Loma Nazarene University | Undergraduate Degree |
St. Mary's College (Indiana) | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
HEARTLAND FINANCIAL USA, INC. | Finance |
Private companies | 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 |
- Stock Market
- Insiders
- Nancy Caven Tengler