![Jonathan Dawson Ahalt](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Jonathan Dawson Ahalt worked as Principal at Strategic Capital Advisers, Inc. from 2000 to 2022.
From 2022 to 2025, Mr. Ahalt was Managing Director at Transform Wealth LLC.
Mr. Ahalt completed undergraduate studies at Miami University in 1986 and graduate studies at the University of Denver in 2000.
Anciens postes connus de Jonathan Dawson Ahalt
| Sociétés | Poste | Fin |
|---|---|---|
Transform Wealth LLC
 Transform Wealth LLC Investment ManagersFinance Transform Wealth utilizes a combination of fundamental and technical analysis while employing an asset allocation strategy that incorporates cash flow considerations, current and future financial obligations, risk perceptions, time horizon, and investment objectives. The firm takes the position that no single strategy can be relied upon to outperform the market. Their goal in its analysis is not to make any attempt to time the market. | Membre du Comité d'Investissement | 03/04/2025 |
Strategic Capital Advisers, Inc.
 Strategic Capital Advisers, Inc. Investment ManagersFinance Strategic Capital Advisers (SCA) may invest in securities using different strategies. SCA may make long term-purchases (securities held longer than one year), short-term purchases (securities held less than one year), and margin transactions depending on the client and their investment policy or asset allocation. Although their intent is to hold securities for a longer term horizon, SCA may engage in short-term trading, depending on market conditions, which can affect performance through increased transaction costs and taxes. The firm uses different types of investment vehicles depending on the client’s situation. The different types of instruments are equity securities (both domestic and foreign), corporate debt securities, commercial paper, certificates of deposit, municipal securities, ETF’s, mutual funds, government debt securities (both foreign and domestic), Real Estate, Partnership (using a fund of funds) investments and Private Equity. | Directeur en chef des Investissements | 01/10/2022 |
Formation de Jonathan Dawson Ahalt
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth utilizes a combination of fundamental and technical analysis while employing an asset allocation strategy that incorporates cash flow considerations, current and future financial obligations, risk perceptions, time horizon, and investment objectives. The firm takes the position that no single strategy can be relied upon to outperform the market. Their goal in its analysis is not to make any attempt to time the market. | Finance |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Denver
 University of Denver Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Strategic Capital Advisers, Inc.
Strategic Capital Advisers, Inc. Investment ManagersFinance Strategic Capital Advisers (SCA) may invest in securities using different strategies. SCA may make long term-purchases (securities held longer than one year), short-term purchases (securities held less than one year), and margin transactions depending on the client and their investment policy or asset allocation. Although their intent is to hold securities for a longer term horizon, SCA may engage in short-term trading, depending on market conditions, which can affect performance through increased transaction costs and taxes. The firm uses different types of investment vehicles depending on the client’s situation. The different types of instruments are equity securities (both domestic and foreign), corporate debt securities, commercial paper, certificates of deposit, municipal securities, ETF’s, mutual funds, government debt securities (both foreign and domestic), Real Estate, Partnership (using a fund of funds) investments and Private Equity. | Finance |
