Who Am I?
Dr. Jack founded Colwyn Investments with one purpose in mind, personalized wealth management. He has created a system that allows for conflict-free guidance with Fee-based services and relationships based on trust and honesty.
Dr. Jack has been researching individual savings behavior for 15+ years. He offers publications and presentations on individual savings, life-satisfaction, and qualitative analysis. His greatest desire is to see individuals and families meet their savings expectations, because when they do, their satisfaction with life increases exponentially.
Who Am I?
Todd started his work with Colwyn Investments with the specific focus of helping others make the best financial decisions possible based on their goals and objectives. His risk matrix planning coupled with the Colwyn endowment model provides a comprehensive framework that guides investment decisions in the best way possible for each individual. Todd is well known for honest candid conversation representing specific interests of his clients.
The true potential of each individual is more readily enabled when they have the chance to rise above the financial demands of daily living. Financial success is not magic, but it does take thoughtful, specific and direct action which is the focus of Todd’s practice. His educational focus and dedication to his clients success creates long term relationships of value. Todd works with all types of clients but has a particular focus on the needs of women and widows to help ensure that they have the best financial advice possible.
Jeb Altonaga is a Portfolio Manager at Colwyn Investments and also serves as the COO and Head of Distribution at Sandon Capital. He was previously COO of PINYIN Capital Management Hong Kong and a Board Director of Cayman Investment Management and PINYIN Capital Funds, chairing the Valuation and Operating Committee. Jeb is responsible for the day-to-day oversight of his portfolio assets and key business functions including distribution, investor relations, marketing, vendor relationships, technology, operations, and risk analysis.
Jeb was SVP, Head of Asia-Pacific for Northern Trust Hedge Funds Services (NTHFS) previously owned by Citadel Investment Group. Jeb was part of the NTHFS Management Team, Hong Kong Management Team, NTHFS Operating Committee and a member of the Global NTHFS and Hong Kong Risk committees. In Chicago, he managed the team responsible for Valuations and Business Unit Control while at Citadel. Jeb worked in several front & middle office roles while at Countrywide Securities (Now BofA Securities) and Citigroup in the Private Bank. Jeb has prior positions involving fixed income valuations, forensic restructuring, and litigation consulting while at Grobstein Horwath and TWHC.
Jeb earned his B.S. in Finance, Bus Law from CSULA and Accounting Certification from UCLA. He is a board member of the philanthropy group Hedge Funds Cares, Asia (HFC) and Chairs the HFC Grants Committee.
Adam Cook is Financial Advisor at Colwyn Investments with a dedicated focus to small and medium sized business entrepreneurs, with an emphasis on tax advantaged strategies, retirement planning and asset protection. Adam holds a FINRA series 65 securities license and attended college at Utah State University.
For many years Adam served his community as a Personal Trainer. In this line of work, he educated his clients on how to take care of themselves through a holistic approach, not just physical. He now takes that same attitude into the financial industry with a needs-based approach for his clients.
Tyler is dedicated to helping you architect a plan that enables you to reach your financial goals, on time. Tyler prides himself on bringing simplicity and coordination to your retirement to guide you to “on time” financial success.
Prior to his role with Colwyn Investments and On Time Wealth Solutions, Tyler built his practice at a large brokerage firm in Orange County, California. Seeing the obvious firm-first mentality of the big Wall Street companies, Tyler started his practice with Colwyn Investments under the “On Time Wealth Solutions” banner to bring a “you-first” approach to your retirement. Tyler Started his career at WealthVest where he was the youngest to reach Regional Vice President and oversaw educating thousands of financial advisors throughout the western U.S. on retirement income planning.
Tyler received his Bachelor of Arts degree from Colorado Mesa University and while there played college football for 3 years before an injury redirected his career. Tyler enjoys spending time with his family, sailing, hiking, and doing ministry related work at the Christ Community Church. He holds a Series 6, 7, and 66 securities registrations and is also a licensed Life Insurance agent.
Here’s the latest from the Economic Commentary Blog.
Get the latest financial news and what it means for you!
Section 1: Life Planning for Retirement
Traditional vs. new retirement
New retirement opportunities
Values and objectives in nine areas of life
The retirement planning process
Section 2: Retirement Needs & Expenses
Early retirement trends