Dr. Sterling C. Jack
Dr. Sterling C. Jack is an Investment Advisor based out of South Jordan, Utah. He was born and raised in Utah, and has lived there most of his life, although he has traveled extensively throughout the world, particularly England and Israel. He is the second youngest of eight children with five sisters.He attended Bingham High School and then Ricks College in Rexburg, Idaho for one year before moving to the UK for two years of missionary service. Upon returning, he graduated from Brigham Young University in finance and obtained a Masters in Business Administration from the University of Phoenix. He completed his doctoral program from Capella University with research focused on individual savings rates and life satisfaction. In 2014, he started Colwyn Investments, an Investment Advisory Firm, offering fee-based financial planning, advisory and retirement services. Sterling and his wife Erin have six children, 2 girls and 4 boys.
When Sterling is not serving his clients, he is usually with his family, coaching soccer, watching a gymnastics meet, dance recital, football game or something his kids are involved in. His interests include running, triathlons, fishing, and historic world travel.
Todd W. Sirrine
Todd W. Sirrine is a Financial Advisor with 30 years of business and financial services experience with expertise in investment management, risk analysis and financial planning. Todd worked with Citigroup in their mergers and acquisitions area for the majority of his career with assignments that have given him a solid understanding of people, opportunities, companies, and cultures.
After becoming an independent advisor, he uses that experience everyday to help others make better decisions about investments and financial planning. Todd works with clients from all walks of life but has a specific interest in the investment management needs of women. Todd holds a Bachelor’s degree in Business and HR Management and a Master’s degree in Business Administration and Technology as well as a FINRA Series 65 securities registration. Todd provides fee based investment advisory services and is a specialist in portfolio acquisition and business book mergers. Todd represents the exclusive interests of his clients in meeting their financial goals and objectives using the endowment model that is core to the Colwyn Investments philosophy.
Todd also has a keen interest in emerging technology innovation, paying particular attention to the areas of Artificial Intelligence, Genetics, Robotics, Analytics and Nanotechnology. During his spare time he enjoys time with family, travel to interesting places, classic cars and giant pumpkins.
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.
Jake Oyler is a financial advisor at Colwyn Investments with a focus on professionals in the wellness sector. Jake strives to educate and assist clients with their financial investments by building relationships of trust and honesty. Jake designs custom portfolios for each individual based on their risk preferences, time horizon, and financial goals.
Prior to becoming an independent advisor, Jake worked for a large brokerage firm assisting clients with their investment accounts. Jake’s desire to build personal relationships and make a real difference with each client’s wealth led him to go independent. Jake graduated from Utah State University with a bachelor’s degree in finance. Jake holds FINRA Series 65, 66, and 7 securities licenses as well as a Utah Life and Health/Accident Insurance License with a focus on Medicare consulting.
Advisory Team Manager
Rocky Pratt is a financial advisor at Colwyn Investments with a dedicated focus on helping professionals start out on the right foot and thrive financially. He helps individuals with retirement planning and portfolio management, and even retirees with any and all Medicare questions. Rocky holds a FINRA series 65 securities license, and a Life and Accident/Health Insurance License in the state of Utah. Rocky graduated from Western Governors University with a Bachelor’s degree in Business Management with an emphasis in marketing.
Prior to coming to Colwyn Investments, Rocky worked in supply chain risk management and before that spent 2 years in Japan as a service missionary where he learned to speak the Japanese language and to love helping people grow. He takes a similar approach as a Financial Advisor as he puts your needs and goals above his own. He enjoys creating life-long relationships with clients and helping them reach their goals.