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

GP
Gordan Post
Senior Financial Advisor
MB
Michael Ball
Managing Director and Portfolio Manager
Profile Photo
Tanner Harmon
Accounting Manager
SC
Sandra Chapman
Senior Financial Advisor

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
JB
Joy Bunzel
Client Services
Sierra Investment Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth