The members of our investment team have different degrees, outlooks, tenure, and specialties. We leverage this diversity to create an informed and disciplined investment process.
Nancy C. Tengler
SENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER
Nancy currently serves as the Chief Investment Officer for Heartland Financial’s Wealth Advisory Services. As CIO, she leads the investment team and oversees all functions of investment management, including strategic initiatives, economic forecasting, investment offerings, fixed income and equity analysis and asset selection, and outside manager due diligence. Prior to joining Heartland in 2014, Nancy served in a number of leadership positions in the area of asset management. In addition to her experience in asset management, she is a published author and frequent guest on financial programs aired on CNBC, CNN/FN, PBS and Bloomberg.
VICE PRESIDENT, FIXED INCOME MANAGER
Having joined New Mexico Bank & Trust in 2012, Paul brought 18 years of industry experience with him. His particular area of expertise is fixed income investing; he also assists with global economic and risk analysis. Paul was the head of JP Morgan Asset Management’s Emerging Markets Fixed Income team managing $6 billion in assets. Prior to that, he was a senior bond strategist at Lehman Brothers and was a founding member of Chase Manhattan Bank’s first Emerging Markets Research Group. He holds dual Masters Degrees in Economics and International Studies from Johns Hopkins School of International Studies in Washington, D.C.
VICE PRESIDENT, SENIOR ANALYST
Tom has been with Wealth Advisory Services since 1999. He provides broad-based analytical support for Wealth Advisory strategies and also oversees outside manager due diligence. In 2009, Tom saw an opportunity in the markets and was the creator of our proprietary High Income strategy, for which he serves as co-manager. Tom holds a finance degree from Iowa State University and an accounting degree from the University of Northern Iowa.
Chris Andress, CFA®
VICE PRESIDENT, CLIENT PORTFOLIO MANAGER
Chris joined Wealth Advisory Services in 2016. In addition to serving as a portfolio manager, Chris is an equity analyst for the Equity Growth, Equity Income and All Cap Equity strategies. He has extensive knowledge of the investment industry, building on more than 20 years’ experience. Prior to joining Wealth Advisory Services, he was Assistant Vice President in Equities at Washington Capital Management. He earned his Master of Business Administration and Bachelor of Arts in Finance degrees from Seattle University. Chris holds the Chartered Financial Analyst® designation.
Jay Nova, CFA
VICE PRESIDENT, CLIENT PORTFOLIO MANAGER
Jay joined Wealth Advisory Services in March of 2017. He is responsible for the management of client investment portfolios for clients who reside in Arizona, New Mexico and Colorado. He brings extensive knowledge and experience in the investment industry, building on more than 20+ years of investment management and financial planning experience. Prior to joining Wealth Advisory Services, he founded a Registered Investment Advisory firm which served high net worth individuals and families and provided financial planning, wealth management, and investment services. He earned his Masters of Science in Portfolio & Investment Management from Pace University in NYC and holds the Chartered Financial Analyst (CFA) designation.
ASSISTANT VICE PRESIDENT, CLIENT PORTFOLIO MANAGER
Matt serves as a portfolio manager for client portfolios and is the subject matter expert for our performance management system. In addition, he assists in the selection and retention decisions of fixed income securities in our strategies. He earned degrees in Management-Finance and Economics from the University of Minnesota - Morris. Prior to joining Wealth Advisory Services, Matt held positions of Investment Analyst and Portfolio Manager for the Wealth Management department of Bremer Bank.
Xiong graduated from the University of Wisconsin-Milwaukee with degrees in Finance and Marketing. In addition to serving as portfolio manager, Xiong participates in decisions regarding the selection and retention of mutual funds
ASSISTANT VICE PRESIDENT, MANAGER OF INVESTMENT OPERATIONS
Kate joined the investment team in 2006. She serves as portfolio manager for mutual fund only portfolios. In addition, she oversees the maintenance of existing strategy models and specialized investment software. Kate received her degree in Organizational Management from the University of Iowa in 2016.