Our Team
Douglas Tengdin, CFA (center) is the founder and Managing Director at World Market Advisors. He is an award-winning Wealth Manager with over 35 years of portfolio management experience. A committed Christian, he is excited to build and implement customized and flexible solutions to our clients’ unique and dynamic circumstances. A graduate of Dartmouth College and Trinity Divinity School, Doug is also an adjunct professor of Finance at Gordon College in Wenham, Massachusetts. He has been a CFA Charterholder since 1992 and was the founding President of the Vermont CFA Society.
Frank Welder, Ph.D. (left), is our Operations Associate. Frank holds an MBA and doctorate from Wake Forest University. Frank works with our internal systems, making sure our technology and business practices are the best that they can be.
Linda Armstrong (right) was hired this year as a Client Associate. Linda is a former Captain in the Air Force and graduated from Rensselear Polytechnic Institute and Auburn University with degrees in Computer Science and a Master’s in Public Administration. A mother of seven, Linda is passionate about helping everyone to live their best lives.
Both Linda and Frank are new to the financial industry. We’ve found that to implement our new approach to finance, we need highly qualified minds that can bring fresh perspectives and new approaches. We’re excited to work together, and we believe our innovative approach can help you reach your financial goals with peace of mind.
Advisory Board
As World Market Advisors grows, we are always looking for ways to enhance our service offerings and improve our client experience. Our Advisory Board of trusted individuals will provide counsel and guidance on high-level strategies and bring an outside perspective into what could be an isolated business environment.
While our Advisory Board will lend their perspectives, share ideas and provide open and honest feedback to Mr. Tengdin, they do not provide investment advice to our clients or client services and are not registered investment advisors of this firm.
Our Advisory Board members are listed below. This esteemed group of skilled professionals has significant investment and management experience, and Doug is proud to call them mentors, friends, and family.
Robert Tengdin
Chairman Emeritus, Allison-Williams Company. Minneapolis, MN
Bob joined Allison-Williams in 1952 and has spent his career developing fixed income investment products for institutional investors. He was one of the pioneers of the institutional private placement marketplace. He served in the US Air Force and earned a BA in economics from St. Olaf College, later completing the Investment Banking Studies program at the Wharton School of Finance. He has worked at Allison-Williams for over 60 years. He remains an active Master’s ski racer and tennis player.
Janie Kass, CFA
Board Member, United Way Worldwide, Liora AI Software. San Francisco, CA
Janie has over 30 years of investment management, client service, and marketing experience in major firms like Salomon Brothers, Drexel Burnham Lambert, and Allianz Global Investors. Her focus has been equity investments and investment analysis, focusing on investment policy, asset allocation, and manager selection. She received her BA from Colgate University (Phi Beta Kappa) in Mathematical Finance and completed an MBA from Harvard University. She has completed 17 marathons and looks forward to training for another soon.
Wesley Gray, Ph.D
CEO, Alpha Architect, LLC. Philadelphia, PA
Dr. Gray is the founder and CEO of Alpha Architect, an RIA and fund manager with over $750 million in assets under management. Wes received his BA from the Wharton School, then served as a Captain with the US Marine Corp in Iraq in 2006. He earned his Ph.D. from the University of Chicago, and founded Alpha Architect to bridge the gap between academia and investment practitioners. He has published multiple papers and four books, and regularly speaks to investor groups across the country. He recently completed the Leadville 100 ultramarathon and promised his wife and 3 children that he would make better life choices in the future.
Mark Ungewitter
Private Investor, Concord, NH
Mark Ungewitter is a private investor. He worked with Mr. Tengdin for more than a decade as a portfolio manager at Charter Trust Company in Concord, New Hampshire. Together they managed over 500 client relationships. He also served as Director of Portfolio Management at Investors Bank and Trust in Boston, Massachusetts, where he directed a $10 billion institutional investment portfolio. He holds an M.S. from Bentley University and a B.S. from Massachusetts College of Liberal Arts. He is a member of the American Association of Professional Technical Analysts. He’s rumored to still be able to run a mile in less than 10 minutes, but he can neither affirm nor deny these allegations.