Show Notes
Because women will control trillions of dollars in wealth and because women tend to live 5 years longer than men, we need to inform ourselves on investment strategy.Meet Nancy Tengler, the powerhouse behind Laffer Tengler Investments. As the CEO and Chief Investment Officer, she not only spearheads active equity management research and portfolio management but also leads the entire firm. Nancy is on a mission to boost financial literacy for women through the Women & Wealth initiative at Laffer Tengler. This initiative empowers and educates women on taking control of their financial and investment planning.
Before joining Laffer Tengler, Nancy carved out an impressive career in senior leadership roles. She served as the Chief Investment Officer at Heartland Financial and was a Director of Arizona Bank & Trust. In San Francisco, she held the positions of President, CEO, and Chief Investment Officer at Fremont Investment Advisors. Nancy also founded Global Alliance Value Investors and held key roles at UBS Asset Management and Spare, Tengler, Kaplan and Bischel, Ltd.
Find Nancy Tengler on the web: Website | Twitter | LinkedIn | Amazon
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