Douglas R. Tengdin, CFA Chief Investment Officer. Mr. Tengdin joined Charter Trust in September 2000. Charter Trust Company is privately held and works confidentially with high net worth individuals and families to: increase wealth through asset allocation, investment management, charitable giving and family portfolios; protect wealth through legal structures and administration; and transfer wealth through estate plans, family 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 served on their Candidate Curriculum Committee and is an active volunteer in the CFA Insitute's CFA Program. He has a daily market commentary, the Global Market Update, which airs every weekday morning on WTPL-FM 107.7. The Global Market Update is also published as a blog and a podcast. He appears on a weekly radio program Friday afternoons on WTPL-FM 107.7 as well. Mr. Tengdin has been a guest lecturer at the University of Vermont, Champlain College, and the Amos Tuck School of Business at Dartmouth College.
In 2002 Mr. Tengdin was promoted to Chief Investment Officer at Charter Trust, where he leads a team of eight investment professionals.
