Tinh Nguyen

Partner
Director
Wealth Manager

Tinh joined Steward Partners Investment Solutions (formerly Umpqua Investments) in 2009 as part of a team consisting of David Balk, Douglas Eikenberry and his registered client administrative manager Colleen Schriever. Between David, Doug and Tinh, they hold over 50 years experience as financial advisors. Their business is focused on high net worth individuals, business owners and corporate and charitable foundations. The team's specialties include investment management, retirement planning, education planning, managing concentrated equity positions, insurance planning and liability planning.

Tinh graduated from Willamette University with a Bachelor of Science Degree in Business Economics in 1993. He was a member of the Kappa Sigma Fraternity. Tinh maintains his FINRA Series 7, 63 and 65 licenses, as well as being insurance licensed. Prior to joining Steward Partners Investment Solutions, he was a Financial Advisor at Smith Barney for 16 years.

Tinh was born in Vietnam and grew up in Canby, Oregon. His interests include traveling, golf and volunteering. Tinh is active in coaching Special Olympics and working with Habitat for Humanity.

 

Phone (971) 353-7799
Fax (971) 353-7801