Jonathan Dawson Ahalt
Mitglied des Investmentausschusses bei Transform Wealth LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Craig Evans Carnick | M | - |
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. | 49 Jahre |
| David James Kubik | M | - |
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. | 13 Jahre |
| Nathan James Kubik | M | - |
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. | 13 Jahre |
| Scott J. Reiman | M | 59 |
University of Denver
| 25 Jahre |
| Michael Gary Ball | M | - |
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. | - |
| Hunter Fussell | M | - |
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. | 5 Jahre |
| Sandi Chapman | F | - |
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. | 5 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Anwar Al-Naqi | M | 65 |
Miami University
| 9 Jahre |
| Rich Purdy | M | - |
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). | 8 Jahre |
| Dinesh C. Paliwal | M | 67 |
Miami University
| 3 Jahre |
| Fahad Al-Nusef | M | - |
University of Denver
| 5 Jahre |
| Samuel Mitchell | M | 63 |
Miami University
| 4 Jahre |
| Christopher M. Coloian | M | - |
Miami University
| 4 Jahre |
| Brian Dearth | M | - |
Miami University
| 4 Jahre |
| Mike McGrail | M | - |
Miami University
| 4 Jahre |
| Michael A. Cash | M | - |
Miami University
| 4 Jahre |
| Christopher L. Collier | M | - |
Miami University
| 4 Jahre |
| David K. Stewart | M | - |
Miami University
| 4 Jahre |
| Brian Hopcraft | M | - |
Miami University
| 4 Jahre |
| Susan Keller | F | - |
Miami University
| 4 Jahre |
| Paul John Nikolai | M | - |
Miami University
| 4 Jahre |
| Gregory A. Deyhle | M | - |
Miami University
| 4 Jahre |
| Michael P. Lebowitz | M | - |
Miami University
| 4 Jahre |
| Rob Comfort | M | - |
Miami University
| 4 Jahre |
| David R. Koenig | M | - |
Miami University
| 4 Jahre |
| Kristine Cook Lindsey | F | - |
Miami University
| 4 Jahre |
| Todd M. Kaye | M | - |
Miami University
| 14 Jahre |
| Steve Mullin | M | - |
Miami University
| 4 Jahre |
| Mindy McLaughlin-Hinaman | F | - |
Miami University
| 4 Jahre |
| Dzafri Sham bin Ahmad | M | 60 |
Miami University
| 4 Jahre |
| Blake Allen Bonyko | M | - |
Miami University
| 4 Jahre |
| Brad Zapp | M | - |
Miami University
| 4 Jahre |
| Robert W. Neu | M | - |
Miami University
| 4 Jahre |
| Jennifer McLemore | F | - |
Miami University
| 14 Jahre |
| Jim Sorboro | M | - |
Miami University
| 4 Jahre |
| Mike Hackman | M | 60 |
Miami University
| 4 Jahre |
| Robert Logemann | M | - |
Miami University
| 4 Jahre |
| Mike Ferry | M | - |
Miami University
| 4 Jahre |
| Steve Paley | M | - |
Miami University
| 4 Jahre |
| William Horton | M | 56 |
Miami University
| 4 Jahre |
| Kirk Ball | M | - |
Miami University
| 5 Jahre |
| Joshua Birks | M | - |
University of Denver
| 4 Jahre |
| Craig Trastek | M | - |
University of Denver
| 5 Jahre |
| Steven Berg | M | 57 |
Miami University
| 4 Jahre |
| Jim Jeffries | M | - |
Miami University
| 4 Jahre |
| Rob Neu | M | - |
Miami University
| 4 Jahre |
| Joseph Hoffmann | M | - |
Miami University
| 4 Jahre |
| Jeff Cangemi | M | - |
Miami University
| 4 Jahre |
| David Royer | M | 56 |
Miami University
| 4 Jahre |
| Munaf Al-Muhanna | M | - |
Miami University
| 4 Jahre |
| Melur K. Ramasubramanian | M | - |
Miami University
| 2 Jahre |
| Jeffrey Miller | M | 60 |
Miami University
| 4 Jahre |
| Kevin Rohnstock | M | - |
University of Denver
| 3 Jahre |
| Joan Lewis | F | 58 |
Miami University
| 4 Jahre |
| Nadine S. Givens | F | - |
Miami University
| 4 Jahre |
| Michael Gyure | M | - |
Miami University
| 4 Jahre |
| Brian J. Zinkan | M | - |
Miami University
| 4 Jahre |
| Lori S. Moser | F | - |
Miami University
| 4 Jahre |
| Jeffrey W. Linstrom | M | - |
Miami University
| 4 Jahre |
| Robert Carl Damron | M | - |
Miami University
| 4 Jahre |
| Brian Witherow | M | 57 |
Miami University
| 4 Jahre |
| Pete Mogk | M | - |
Miami University
| 4 Jahre |
| John Andrew Dahlheim | M | - |
Miami University
| 4 Jahre |
| Suzanne K. Hanselman | F | - |
Miami University
| 4 Jahre |
| Mike Clulow | M | - |
Miami University
| 4 Jahre |
| Donn Davis | M | 61 |
Miami University
| 4 Jahre |
| Mark Haidet | M | 56 |
Miami University
| 4 Jahre |
| Robert G. Ball | M | - |
Miami University
| 4 Jahre |
| Frances Elizabeth Tuite | F | - |
Miami University
| 2 Jahre |
| Bill R. Berger | M | - |
Miami University
| 4 Jahre |
| Leroy Williams | M | 59 |
University of Denver
| 2 Jahre |
| Todd Creech | M | 56 |
Miami University
| 5 Jahre |
| Robert I. Rowan | M | 63 |
Miami University
| 4 Jahre |
| Donald J. Hunter | M | 63 |
Miami University
| 4 Jahre |
| William Kessel | M | 59 |
Miami University
| 4 Jahre |
| Ted Frank | M | - |
Miami University
| 4 Jahre |
| Brandon Donald Jundt | M | 44 |
University of Denver
| 3 Jahre |
| Mia M. Scholz | F | 57 |
Miami University
| 4 Jahre |
| Richard Alfred Sipley | M | - |
Miami University
| 4 Jahre |
| Chris Joseph | M | - |
Miami University
| 4 Jahre |
| Anthony Cosentino | M | 62 |
Miami University
| 4 Jahre |
| Kirk Zerkle | M | - |
Miami University
| 4 Jahre |
| Kristopher R. Maynard | M | - |
Miami University
| 4 Jahre |
| Rich T. Jander | M | - |
Miami University
| 4 Jahre |
| Tom Swank | M | 64 |
Miami University
| 4 Jahre |
| Todd Curtis Fryburger | M | - |
Miami University
| 4 Jahre |
| Rami Mohammed Hussein Barhoush | M | 56 |
Miami University
| 4 Jahre |
| Michael McInturf | M | - |
Miami University
| 4 Jahre |
| Jeffrey K. Haidet | M | - |
Miami University
| 4 Jahre |
| Kirk S. Colburn | M | 58 |
University of Denver
| 2 Jahre |
| Eric N. Boni | M | - |
Miami University
| 4 Jahre |
| J. Christopher Sogard | M | - |
Miami University
| 4 Jahre |
| Eileen M. Goodman | F | - |
Miami University
| 4 Jahre |
| Timothy M. Heitman | M | - |
Miami University
| 4 Jahre |
| Kevin E. Pilarski | M | - |
Miami University
| 4 Jahre |
| Bruce Daniel Honicky | M | - |
Miami University
| 4 Jahre |
| Lynn Carpenter | F | - |
Miami University
| 4 Jahre |
| John A. Marhofer | M | 61 |
Miami University
| 4 Jahre |
| Steven Paley | M | - |
Miami University
| 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 99 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Jonathan Dawson Ahalt
- Persönliches Netzwerk
