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.
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.