Successful Investing Lessons For Women From The CEO & CIO of a $1.2B Firm. Her ETF $TGLR episode artwork

EPISODE · Sep 5, 2023 · 21 MIN

Successful Investing Lessons For Women From The CEO & CIO of a $1.2B Firm. Her ETF $TGLR

from Smart Money Circle · host Adam Sarhan

Nancy Tengler is the Chief Executive Officer and Chief Investment Officer of Laffer Tengler Investments with $1.2 billion in assets under management. $TGLR Website: link  https://laffertengler.com/ Bio: Nancy Tengler is the Chief Executive Officer and Chief Investment Officer of Laffer Tengler Investments. Nancy is responsible for active equity management research and portfolio management as well as leading the firm. 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 founded Global Alliance Value Investors. 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. Tengler is a committed advocate of financial literacy for women as the leader of Laffer Tengler’s Women & Wealth https://laffertengler.com/women-and-wealth initiative, which encourages and informs women on how to take charge of their own financial and investment planning. The second edition of her book, “The Women’s Guide to Successful Investing” will be out later this year. As one of the most dynamic women in the investment management industry today, Nancy is a sought-after TV and print financial commentator on local and national media outlets. Website link:  https://laffertengler.com/

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Successful Investing Lessons For Women From The CEO & CIO of a $1.2B Firm. Her ETF $TGLR

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