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

Kyle Gentile
Managing Director, Strategy

Dylan Burke
Investment & Trading Analyst
Tanner Harmon
Accounting Manager
Michael Meador
Financial Advisor & Director of Strategic Initiatives
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc