Our Team
Douglas Tengdin, CFA, is the founder of World Market Advisors. After graduating from Dartmouth and Trinity Divinity School, he worked in portfolio management positions at Bank of Boston, Citibank – Tunis, State Street Global Advisors, and Bar Harbor Bank Wealth Management, where he was Chief Investment Officer for 15 years. A committed Christian, Doug spends his free time fishing, skiing, and reading to his grandchildren, though not necessarily in that order.
Frank Welder, Ph.D is our Operations Associate. Frank holds an MBA and doctorate from Wake Forest University. When Frank’s not optimizing our internal systems, he’s planning an RV route through the lower 48 states. After that, it’s on to Alaska.
Linda Armstrong is our Client Services Associate and a registered Investment Adviser Representative. Linda is a former Captain in the Air Force and graduated from Rensselaer Polytechnic Institute and Auburn University at Montgomery with degrees in Computer Science and a Master’s in Public Administration. A mother of seven, Linda can usually be found cheering on her children from the sideline of a track, soccer field, or basketball court.
Dan Megill is our Investment Associate, a registered Investment Adviser Representative, and our most recent hire. After graduating Dartmouth in 2007, Dan worked in international aid work in 15 countries, served as CFO of a nonprofit health clinic, and authored several science fiction novels before joining our team in New Hampshire.
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.
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.