CoverProfile

Jonathan Ahalt

Managing Director

Transform Wealth

United States, Colorado, Denver

About Me

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

View more

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

RC
Robert Campbell
Investment Advisor Representative
Profile Photo
David Kubik
President & Principal
Profile Photo
Yiwen Chen
Director of Trading & Portfolio Management
Profile Photo
Kyle Gentile
Managing Director, Strategy

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial