Douglas R. Tengdin, CFA, Chief Investment Officer.
Mr. Tengdin joined Charter Trust in September 2000. Charter Trust Company is a privately held company working confidentially with individuals, families and institutions to: increase wealth through asset allocation, investment management, and charitable giving; and preserve, protect, and transfer wealth through estate planning and business succession strategies, education and philanthropy.
Mr. Tengdin graduated from Dartmouth College, Magna Cum Laude. He received his Master of Arts from Trinity Divinity School, Magna Cum Laude and received his Chartered Financial Analyst (CFA) designation in 1992.
Mr. Tengdin has been managing investment portfolios for over 24 years, working for Bank of Boston, State Street Global Advisors, Citibank – Tunisia, and Banknorth Group. Throughout his career, Mr. Tengdin has emphasized helping clients manage their financial risks in difficult environments where they can profit from investing in diverse assets in diverse settings.
Mr. Tengdin has had a long-standing commitment to the investment profession. He was the founding President of the Vermont CFA Institute, and is an active member of the national CFA Institute. He has also volunteered in other ways at the CFA Institute headquarters in Charlottesville, Va.
The Global Market Update is a daily market commentary and is published as a blog and a podcast. It is also broadcast daily on radio stations throughout New England.
Mr. Tengdin has been a guest lecturer at the University of Vermont, Champlain College, and the Amos Tuck School of Business at Dartmouth College. He is also a 2011 recipient of the NH Five Star Wealth Manager award.
In 2002 Mr. Tengdin was promoted to Chief Investment Officer at Charter Trust, where he leads a team of eight investment professionals.