Heartland Financial USA has appointed Nancy Tengler, Senior Vice President and Market Leader of Arizona Bank & Trust’s Wealth Advisory Services in Phoenix, as Chief Investment Officer for the firm’s Private Client Services division.
Tengler, who will serve Heartland subsidiary banks from the Phoenix office, 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, Tengler will lead Wealth Advisory Services’ third party investment management due diligence, investment analytics and portfolio management teams.
“As an organisation, we are focused on delivering exceptional investment advice and service for our clients and advisors,” says 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.”
