Firm to be broad-based but with a focus on women seeking investment advice
Charlotte, NC — December 4, 2018 — Nancy Tengler, a wealth advisor to high net worth clients, has joined ButcherJoseph Asset Management to form a new wealth management division of its financial advisory firm. Tengler will serve as Chief Investment Strategist of the forthcoming venture which will be called Tengler Wealth Management. Well known Wall Street market commentators Ken Polcari and Ron Insana have also joined the new division.
Tengler was most recently Senior Vice President, Chief Investment Officer, and Heartland Investment Committee Member of Heartland Financial USA, Inc. (Nasdaq: HTLF), and member of the Board of Directors of Arizona Bank & Trust, a Heartland Financial Member Bank. She is also the founder and CEO of Financial IQ Training Services, which encourages women to take charge of their own financial planning. She authored a book, “The Women’s Guide to Successful Investing,” as well as published several investment columns for women. Tengler will continue to provide Heartland Financial, through ButcherJoseph Asset Management, equity income and equity growth investment models.
“We are excited that Nancy is joining our team,” said Jon Curley, CEO of ButcherJoseph Asset Management. “Nancy has an outstanding track record in investment strategies and management and has certainly gained a following among high net worth investors. We look forward to supporting Nancy and enabling her and this All-Star team to grow Tengler Wealth Management as a significant resource for investors.”
Ken Polcari, with nearly 40 years’ experience on the NYSE trading floor, is also joining Tengler Wealth Management. Polcari most recently was Managing Director at O’Neil Securities and has been a CNBC Market Analyst and Contributing Editor for the past six years.
Ron Insana, a 27-year CNBC commentator and former anchor at CNBC, will also join Tengler Wealth Management in an advisory role. Both Polcari and Insana will provide market analysis for Tengler clients, as well as develop strategies for asset acquisition.
“I am thrilled to join the great team at ButcherJoseph Asset Management to provide wealth management advice,” said Nancy Tengler. “Jon has put together an amazing infrastructure and foundation, and – during years of discussions about markets and trends with Ron and Ken, I can vouch for their knowledge, and look forward to teaming with them. One thing we all agree on: the interests of our clients will be paramount. And while a good portion of my clients have traditionally been women, we believe our strategies will work for all investors.”
“I’ve had the opportunity to speak and interact with hundreds of market professionals during my time with CNBC,” said Polcari. “Nancy has always been one of the best in the business.”
“The outstanding infrastructure in place at ButcherJoseph, as well as its reach through existing client relationships, provides an amazing head start,” added Insana. “Jon’s guidance, and Nancy’s keen insight, will provide a phenomenal platform for us to deliver to clients.”
About Tengler Wealth Management
Tengler Wealth Management, a division of ButcherJoseph Asset Management, LLC will provide collaborative financial services and solutions tailored to high net worth clients. The division will be part of ButcherJoseph Asset Management, LLC, an affiliate of ButcherJoseph & Co., which serves middle market companies.
Advisory services are offered through ButcherJoseph Asset Management, LLC, an investment adviser registered with the state of North Carolina. All investments include risk, including the possibility of loss of principal.
Kyrsten Van Natta