With over fifty years of combined investment management experience, the two principals of our firm have seen both strong and weak markets and have successfully navigated client portfolios through both.
Alan B. Tingey, CFA
Alan has over 30 years of investment management experience. Prior to joining Tingey Advisors, Inc. as a Principal of the firm, Alan was Vice President of Smoot, Miller, Cheney and Co., an investment advisory firm located in Salt Lake City, Utah. Beginning his investment career as a Private Investment manager for the owners of Hallmark Cards, Inc. in Kansas City, Missouri, he later served as Chief Investment Officer of Tracy Collins Trust Company in Salt Lake City. A past president of the Salt Lake City Society of Financial Analysts, Alan has earned the Chartered Financial Analyst designation and holds a bachelor’s degree in Finance and an MBA from the University of Utah. Alan is married and the father of eight children.
Alan B. Tingey, CFA is currently on a leave of absence as a full-time Mission President presiding over the Guayaquil Ecuador Mission for the Church of Jesus Christ of Latter-day Saints. He will return to Tingey Advisors, Inc in July 2022. In his absence contact Jon D. Tingey, CFA at 801-352-8166 or firstname.lastname@example.org.
Jon D. Tingey, CFA
Prior to becoming a Principal at Tingey Advisors, Inc., Jon served as Vice President and Team Leader of the Investment Management Group for Wells Fargo Bank (Utah) and was responsible for managing the overall investment process; Jon has over 20 years of investment management experience. Before joining Wells Fargo (Utah), Jon served as Chief Executive Officer of ANSCO Technologies – a high technology company manufacturing computer cables, laptop modems, and other connectivity products. He also served as assistant to the senior Vice President of Intermountain Healthcare. Jon holds a bachelor’s degree in Finance and an MBA from the University of Utah and holds the designation Chartered Financial Analyst. He is married and the father of five children.
What is a CFA?
The Chartered Financial Analyst (CFA) Program is a professional credential offered internationally by the American-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals. A CFA is the highest professional designation in the industry.