Prior to joining Laffer Tengler, Nancy had a distinguished investment management career in several senior leadership roles. Most recently, she served as Chief Investment Officer at Heartland Financial where she was also a Director of Arizona Bank & Trust. Nancy has also served as President, Chief Executive Officer and Chief Investment Officer of Fremont Investment Advisors in San Francisco. Prior to that, she was President and Chief Investment Officer of Global Alliance Value Investors where she was the Senior Member of the Value Tech and Value 30 investment strategies. She also worked for UBS Asset Management as Head of the Value Equities Group and with Spare, Tengler, Kaplan and Bischel, Ltd. as President and Senior Portfolio Manager.
Marriott and Hilton have had a nice run, but we do think that people will begin to return to travel late this spring and early summer and those companies will benefit. In particular, Marriott has an interesting footprint that I think would benefit both domestically and internationally.26 February 2021