CEO and Chief Investment Officer
Nancy Tengler is the Chief Investment Officer for Laffer Tengler Investments. As a senior member of the investment team, she also holds a leadership role on the Laffer Tengler Investments Investment Committee. In these roles, Nancy is responsible for active equity management research and portfolio management as well as leading the firm’s wealth management services.
Nancy 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. She has also authored a book, “The Women’s Guide to Successful Investing” and is a regular columnist for USA Today.
Prior to joining Laffer Tengler, Nancy 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. Nancy 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.
Nancy is a strategy leader for the Concentrated Equity, Dividend Growth, Equity Growth and Equity Income portfolios. She also serves as a strategy team member for the Global Equity portfolio.