Heartland Financial USA taps Tengler as chief investment officer

Heartland Financial USA has appointed Nancy Tengler as chief investment officer for the company’s private client services unit. In addition to her new position, Tengler will continue in her role as wealth advisory services market leader for the Phoenix market. She is a former president, CEO and chief investment officer of Fremont Investment Advisors.


DUBUQUE, Iowa–(BUSINESS WIRE)–Heartland Financial USA, Inc. has announced that Nancy Tengler, Senior Vice President and Market Leader of Arizona Bank & Trust’s Wealth Advisory Services in Phoenix, has been named to the position of Chief Investment Officer for Heartland’s Private Client Services division. She will serve Heartland subsidiary banks from the Phoenix office.

Tengler will continue to serve as the Wealth Advisory Services Market Leader for the Phoenix market. She also serves as a board member for Arizona Bank & Trust, one of Heartland’s member banks, and has been instrumental in leading the Women’s Financial Forum, the bank’s dedicated initiative to assist women in developing a deeper understanding of financial and investment management. Nancy recently published her third book, “The Women’s Guide to Successful Investing.”

In her newly expanded role as Chief Investment Officer, Tengler will oversee the delivery of investment offerings for Wealth Advisory Services and HTLF Investment Services. As CIO, Nancy will lead Wealth Advisory Services’ third party investment management due diligence, investment analytics and portfolio management teams.

“As an organization, we are focused on delivering exceptional investment advice and service for our clients and advisors,” said Kelly Johnson, EVP of Heartland’s Private Client Services. “Nancy has an impressive industry and academic career that make her ideally suited to work with our advisors and deliver world class guidance and investment offerings as we continue to earn the right to be our clients’ first choice for financial services.”

Tengler, noted speaker and author on various investment topics for women, is founder of Financial IQ Training Services and is an adjunct professor at Arizona Christian University, where she teaches writing and investing. She is the author of a weekly column for The Arizona Republic called “Your Financial IQ”, and is a frequent guest on CNBC, Fox Business News, and various Arizona media outlets.

Nancy has a career of wealth management experience. Before moving to Phoenix, 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 the firm’s investment products. Prior to 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 portfolio manager.

She has been an adjunct professor at St. Mary’s College in Moraga, CA, and is a member of the MFA Advisory Board of the college. She also serves on the board of BioAccel in Phoenix, AZ.

Tengler co-authored the book “Relative Dividend Yield—Common Stock Investing for Income and Appreciation” (part of the Wiley Finance Series). She also wrote “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.

Tengler received her bachelor’s degree from Point Loma College and a master’s degree from St. Mary’s College.

About Heartland Financial USA, Inc.
Heartland Financial USA, Inc. is a diversified financial services company providing banking, mortgage, wealth management, investment, insurance and consumer finance services to individuals and businesses. Heartland currently has 87 banking locations in 66 communities in Iowa, Illinois, Wisconsin, New Mexico, Arizona, Montana, Colorado, Minnesota, Kansas and Missouri and mortgage loan production offices in California, Nevada, Idaho, Oregon and Washington. Additional information about Heartland Financial USA, Inc. is available at www.htlf.com.