Jonathan D. Ahalt is a Managing Director at Transform Wealth, working with both institutional and private wealth clients. John is a member of the Investment Committee. Jonathan grew up in Arlington, Virginia and graduated from Miami University (1986) with a Bachelor of Arts in Political Science. Following a ten-year career as a professional chef, Jonathan returned to school earning a Master’s of Science in Finance from the University of Denver (2000). He started his financial services career as an analyst at Strategic Capital advisors following completion of his master’s degree. Jonathan began working exclusively with institutional clients primarily on defined benefit plans. The investmen

Jonathan Ahalt
Managing Director
Transform Wealth
United States, Colorado, Denver
About Me
Profile Information
Managing Director
Transform Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Denver
Colorado
United States
Oct 14, 2024
Work Experience
Transform Wealth
Managing Director Oct 2022 - Present
Email: jonathan@transformwealth.com
More profiles to browse
Yiwen Chen
Director of Trading & Portfolio Management
John Hancock
Managing Director
Sara Kohr
Financial Advisor, Financial Planner
SC
Sandra Chapman
Senior Financial Advisor
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services