Who is Garrett Capital?

Garrett Capital, Inc.

Garrett Capital, Inc. is a Registered Investment Advisor headquartered in Salt Lake City, Utah, USA.
Garrett focuses on portfolio management coupled with capital preservation to grow and keep wealth. Garrett has unique investment strategies created for and specializing in current investment environments including alternative investments.  Our team is here to see you succeed with your investments.  We consult with financial professionals in wide areas of the financial industry including Broker Dealers, CPAs, attorneys, and insurance professionals.

David Garrett

Dave was born in Denver, Colorado, in 1949.  He holds MS degrees in Applied Economics from Utah State University, and an International MBA (with merit) from the Royal Agricultural University in Cirencester, England.  Dave has been in the investment business since 1979 and has owned Garrett Capital since 1986.  Dave is married and has six grown children and six grandchildren.            

Kelly Allman

Kelly’s passion for the capital markets began at the age of 18 when he purchased his first stock and this passion fuels a desire to help others make sound investment decisions. He started in the industry as a trader for Fidelity Investments in 2000 and received a bachelor’s degree from BYU in Business Management in 2002. Prior to joining Garrett Capital, Kelly worked for Investools from TD Ameritrade® beginning in 2004. He taught investor conferences and online events, with as many as 950 attending at a time, on a variety of topics such as fundamental analysis, advanced option strategies, investor psychology, intermarket analysis, and income investing. Kelly is best known amongst clients for using historical market analysis to avoid the financial crisis as well as identify a high probability bottom to occur after Nov 2008. Kelly managed a team of 14 investment instructors and was the lead talent for video and live instruction on the income investing course. Kelly has managed portfolios since 2002. He lives in Pleasant Grove with his wife and four children.

Marcia Bingham

Marcia is a Portfolio Analyst for Garrett Capital and has been with the company since 2012.  Marcia graduated top 10% with an MBA from Brigham Young University (BYU) in 2007.  As an MBA student Marcia was selected to co-manage the Silver Fund, a University-owned investment portfolio, with 12 other faculty-selected students.   Marcia obtained a bachelor’s degree from BYU in Economics while minoring in Mathematics.  She graduated as Valedictorian of her high school in 2000.  Marcia currently resides in Spanish Fork with her husband and five children.

Jessalyn Garrett

Jessalyn joined Garrett Capital in 2014 from JP Morgan Chase Bank.  She serves currently as Operations Manager and heads up customer service.  She holds a Masters of Accounting degree from the University of Phoenix and brings with her 8 years of experience in the retail finance industry including national awards from JP Morgan for customer service.  She has adjusted quickly to the investment management operations and is a valuable asset to Garrett Capital.  She resides in Providence, Utah, with her husband and two young boys.  (By the way, Jessalyn is not related to Dave Garrett of Garrett Capital although her husband is also Dave Garrett.)

Jessica Lund

Jessica grew a passion for finance during her time at Utah State University where she graduated with a BS degree in Finance in 2011.  She currently serves as operations and customer support specialist at Garrett Capital.  Jessica was a team manager and an analytic problem-solver for a national financial services firm prior to joining Garrett. She loves gymnastics, cycling, photography, exploring, and spending time with her family.  She lives in Davis County, Utah,  with her husband and young son.

Ashley Mauricio

Ashley grew up in the San Diego area and most recently served as an accounting administrator for Kaiser Permanente.

Paige Stafford

Ashley grew up in Pleasant View , Utah.  We have acquired her talents right out of college.  She graduated in 2017 with a degree in Business administration from Utah State University.  While in college she worked part-time in a variety of jobs from construction laborer to office administration.