Who We Are
“Sterling was created as if we were on our client’s side of the table: an experienced and passionate team directly involved in aspects that go above and beyond one’s investment expectations.”
SINGULAR FOCUS ON INVESTING, OUR PEOPLE, AND CULTURE:
RELENTLESS DEDICATION – KNOWING IT IS A PRIVILEGE TO SERVE OUR CLIENTS
John Payne, CFA
Managing Partner and Chief Investment Officer
Prior to founding Sterling Investment Management in 1995, John was Vice President and Senior Portfolio Manager for Bank of America, managing the Investment Advisory Group. The Investment Advisory Group was responsible for the management of investment portfolios for high-net worth private clients, personal trust accounts, non-profit organizations, profit sharing plans, and corporations.
John received a Bachelor of Arts from Indiana University and attended the University of Wyoming where he attained a Master of Science in Finance with a specialty in Investment Research. His Master’s Thesis regarding investment theory has been published in a leading academic journal.
John currently serves as a Board of Trustee of the University of Arizona Foundation and is the Chair of the Foundation’s Investment Committee. He is past-President of the Industrial Development Authority of Pima County and serves on the Board of Directors for the Community Investment Corporation. He is a member of the Advisory Board for Angel Charity for Children, Inc., and is a member of the Steele Children’s Research Center Advisory Board.
As a Chartered Financial Analyst (CFA), John is a member of the CFA Institute. He is a member of the CFA Society of Tucson and the CFA Society of Phoenix.
Arumayta Arguello, CFA
Partner and Portfolio Manager
Arumayta graduated from The University of Central Florida receiving a Bachelor of Science in Business Administration with concentration in Finance and attained her Master of Investment Management and Financial Analysis from Creighton University. Prior to joining Sterling, she proudly served six years in the United States Air Force as an Avionics Technician.
As a Chartered Financial Analyst (CFA), Arumayta is a member of the CFA Institute. She is a member of the CFA Society of Tucson.
Partner and Director of Client Services
Crystal joined Sterling in 2009 and brings over eighteen years’ experience in the financial services industry. Prior to joining our team, Crystal served for many years as a Premier Banker at Wells Fargo Bank and later as a member of Wells Fargo’s Wealth Management & Private Bank.
Crystal graduated from Southern New Hampshire University with a Bachelor of Science Degree in Accounting. Additionally, Crystal has an Associate Degree in business management from Brookline College.
Crystal serves as a board member to several local nonprofits that focus on community outreach and children with special needs.
Wealth Manager and Research Analyst
Ross has seven years’ experience in the investment management industry predominately working with individual and corporate clients. He is a member of Sterling’s Investment Policy Committee. Ross graduated from Northern Arizona University with a Bachelor of Science Degree in Math/Statistics.
Ross is a Certified Financial Planner (CFP ®️) candidate and is a member of the Financial Planning Association (FPA).
Research Analyst and Trader
Prior to joining Sterling, Nathan was a financial analyst for a private company where he evaluated a wide range of company investments. He graduated from Utah Valley University with a Bachelor of Science Degree in Finance along with a minor in Accounting.
Nathan is a participant in the CFA Institute program for the Chartered Financial Analyst (CFA) designation.
Client Service Administrator
Prior to joining Sterling, Sarah served as a personal banker for Washington Federal Bank and Foothills Bank. She possesses a wide range of experience in servicing client accounts along with assisting with the firm’s fiduciary and compliance responsibilities.
Administrative & Operations Assistant
Erika has been involved in the financial services industry since 2018. Before joining Sterling, she served as an Operations and Client Support representative for a financial firm focusing on financial planning and investment management. Erika graduated from Brigham Young University – Idaho with a Bachelor of Science Degree in education.
Our team volunteers time and financial resources to support several local and national non-profit organizations including Steele Children’s Research, Angel Charity for Children, University of Arizona Foundation, Pima County Industrial Development Authority, Community Investment Corporation, Shepherds Arms, Family Housing Resources, Tucson Jewish Community Center, and several other organizations.