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Douglas Tengdin CFA

Douglas Tengdin CFA
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ABOUT
I have been involved with markets and money management since 1974, when I got a job as a mail boy and cage-runner for a small muni bond house in Minneapolis, Minnesota. I managed my first institutional bond account in 1988, received my CFA in 1992, and am now CIO at Charter Trust Company, a mid-sized Trust Bank based out of Hanover, NH.

I have been blogging about financial issues since 2007, focusing primarily on issues of interest to retail investors.

I enjoy hiking, biking, skating, and skiing with my six children and my wife of 28 years.
SNAPSHOT
  • Description: Independent financial planner/advisor. Trading frequency: Daily
  • Interests: Bonds, Commodities, Developed International Markets, Dividend stock ideas & income, ETFs, Energy stocks, Mutual funds, Retirement savings, Stocks - long, Tech stocks
COMPANY
Charter Trust Company Charter Trust provides Wealth Management and Investment services to individuals and institutions in northern New England and across the country. We have $1.5 billion in assets under management.
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