Jonathan Dawson Ahalt
Membre du Comité d'Investissement chez Transform Wealth LLC
Profil
Mr. Jonathan D.
Ahalt is a Managing Director at Transform Wealth LLC.
He is working with both institutional and private wealth clients.
He is a member of the Investment Committee.
Mr. Ahalt started his financial services career as an analyst at Strategic Capital advisors.
He began working exclusively with institutional clients primarily on defined benefit plans.
He received his Bachelor of Arts in Political Science from Miami University and a graduate degree from the University of Denver.
Postes actifs de Jonathan Dawson Ahalt
| Sociétés | Poste | Début |
|---|---|---|
Transform Wealth LLC
 Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Membre du Comité d'Investissement | 01/10/2022 |
Anciens postes connus de Jonathan Dawson Ahalt
| Sociétés | Poste | Fin |
|---|---|---|
Strategic Capital Advisers, Inc.
 Strategic Capital Advisers, Inc. Investment ManagersFinance Founded in 1994, Strategic Capital Advisers, Inc. (SCA) is a registered investment adviser located in Denver, Colorado. The firm provides investment advisory services on a discretionary and non-discretionary basis to individuals, trusts, tax exempt funds (such as pension and profit sharing plans), charitable organizations (such as foundations and endowments), government entities and corporations (such as for profit, non-profit and not for profit). SCA’s business is divided into investment management (discretionary) and consulting (non-discretionary). | Directeur en chef des Investissements | 01/10/2022 |
Formation de Jonathan Dawson Ahalt
| University of Denver | Graduate Degree |
| Miami University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Strategic Capital Advisers, Inc.
Strategic Capital Advisers, Inc. Investment ManagersFinance Founded in 1994, Strategic Capital Advisers, Inc. (SCA) is a registered investment adviser located in Denver, Colorado. The firm provides investment advisory services on a discretionary and non-discretionary basis to individuals, trusts, tax exempt funds (such as pension and profit sharing plans), charitable organizations (such as foundations and endowments), government entities and corporations (such as for profit, non-profit and not for profit). SCA’s business is divided into investment management (discretionary) and consulting (non-discretionary). | Finance |
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
