With over fifty years of combined investment management experience, the principal of our firm has seen both strong and weak markets and have successfully navigated client portfolios through both.
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.
Jan A. Pazzi, CFA
Jan A. Pazzi, CFA is a Chartered Financial Analyst and serves as a portfolio manager and member of the Tingey Advisors, Inc. Investment Committee. Previously, Jan worked in the banking and insurance industries primarily in fixed income markets. In addition to Jan’s portfolio management duties, she serves as the principal fixed income trader analyzing government, municipal, corporate, mortgage and other credit instruments to ensure investment suitability for client portfolios.
Michael A. Pazzi
Michael A. Pazzi is a member of Tingey Advisors, Inc. Investment Committee. He brings a wealth of experience in the banking industry at both Bank of America and Wells Fargo Bank. Most recently, Michael spent the past 23 years as an executive with Wells Fargo Bank, managing the strategic business segment of Business Banking. Michael brings broad understanding and unique perspective in economic, fiscal, and Federal Reserve monetary policy.
Natalie P. Boss
Natalie Boss has over 25 years of experience in client services and business management. Most recently Natalie was employed by Junior Achievement, where she worked with corporate leaders and schools across the Salt Lake valley to implement the financial literacy platform. Engaging with business and community leaders and volunteers, she ensured the success of the program with personalized training for all participants. Her years in small business management, have given her a unique perspective to understand the importance of finance as well as the customer. Natalie graduated with a B.S. in Political Science from the University of Utah.
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.