We are excited to welcome Nancy Tengler, SVP, chief investment officer for Heartland Financial USA, Inc. where she oversees $1.5B in client assets as well as a team of investment professionals and the company's financial planning initiative. Thanks to the generosity of our friends at Wisconsin Bank & Trust, this meeting is provided at no fee to our members.
Prior to joining Heartland, Tengler was president, CEO and chief investment officer of Fremont Investment Advisors in San Francisco. At Fremont, she managed two of the firm's active U.S. equity value funds and the globally allocated strategies and oversaw all of the firm's investment products. Before Fremont, she was president and chief investment officer of Global Alliance Value Investors where she was the senior member of investment strategies and oversaw the firm's investment research activity. 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 co-authored "Relative Dividend Yield--Common Stock Investing for Income and Appreciation" (part of the Wiley Finance Series) and authored "New Era Value Investing: A Disciplined Approach to Buying Value & Growth Stocks," also published by Wiley. Her latest book, "The Woman's Guide to Successful Investing: Achieving Financial Security and Realizing Your Goals" was released in August 2014, by Palgrave MacMillan. She is a frequent guest on CNBC, Fox News and Good Morning Arizona.
Nancy serves as a board member for Arizona Bank & Trust, and has been instrumental in developing and leading the bank's Women's Financial Forum, a dedicated initiative to assist women in developing a deeper understanding of financial and investment management.
She received her bachelor's degree from Point Loma College and a master's degree from St. Mary's College.