Jonathan Dawson Ahalt
Lid van de Investeringscommissie bij Transform Wealth LLC
Oorsprong van het eerstegraads netwerk van Jonathan Dawson Ahalt
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Miami University
136
| College/University | Other Consumer Services | 136 |
University of Denver
33
| College/University | Other Consumer Services | 33 |
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.
6
| Subsidiary | Investment Managers | 6 |
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).
1
| Extinct | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jonathan Dawson Ahalt via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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KEYCORP | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
KROGER CO. (THE) | Food Retail | Private Equity Investor Chief Tech/Sci/R&D Officer | |
Quality Dining, Inc.
Quality Dining, Inc. RestaurantsConsumer Services Quality Dining, Inc. owns and operates restaurants. It offers casual dining such as Burger King, Chili's Grill and Bar, Papa Vino's Italian and Spageddies Italian Kitchen, Porterhouse Steaks and Seafood. The company was founded by Benjamin Schulman and Ezra H. Friedlander in 1967 and is headquartered in Mishawaka, IN. | Restaurants | Director of Finance/CFO | |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Director of Research - Equity Corporate Officer/Principal | |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree | |
Wayne State University (Michigan) | College/University | Graduate Degree | |
College Bound, Inc.
College Bound, Inc. Miscellaneous Commercial ServicesCommercial Services College Bound, Inc. provides educational services. The private company is based in Lakeville, MN. | Miscellaneous Commercial Services | Director/Board Member | |
Gryphon Investors, LLC
Gryphon Investors, LLC Investment ManagersFinance Gryphon Investors,LLC (Gryphon Investors) is a private equity firm founded in 1995 by R.David Andrews. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Consultant / Advisor Comptroller/Controller/Auditor | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Graduate Degree Graduate Degree Masters Business Admin Corporate Officer/Principal Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
The University of Chicago | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
The University of Colorado | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Illinois | College/University | Graduate Degree Undergraduate Degree | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Masters Business Admin Graduate Degree | |
American Bar Association
American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Investment Committee Member | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree Masters Business Admin | |
ASHLAND INC. | Food: Specialty/Candy | Corporate Officer/Principal Comptroller/Controller/Auditor | |
Bullhorn, Inc.
Bullhorn, Inc. Packaged SoftwareTechnology Services Bullhorn, Inc. provides cloud-based customer relationship management (CRM) and operations solutions for the staffing industry. It products include applicant tracking system, business intelligence, CRM, pulse, and VMS integration. The company was founded by Roger Colvin, Barrett B. Hinckley, and Arthur Papas in 1999 and is headquartered in Boston, MA. | Packaged Software | Corporate Officer/Principal | |
Weatherstone Capital Management, Inc.
Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients. | Investment Managers | Chief Executive Officer | |
Bank Insurance & Securities Association
Bank Insurance & Securities Association Miscellaneous Commercial ServicesCommercial Services Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington. | Miscellaneous Commercial Services | President | |
Huntington National Bank (Investment Management)
Huntington National Bank (Investment Management) Investment ManagersFinance Huntington National Bank (Investment Management) (HNB-IM) is an investment management division of Huntington National Bank, which is a wholly-owned subsidiary of Huntington Bancshares, Inc. (NASDAQ: HBAN). The firm was founded in 1866 and is headquartered in Columbus, Ohio. HNB-IM provides investment management and trust services to individuals and families who seek guidance in the management of their investment assets. | Investment Managers | Corporate Officer/Principal | |
Piper Sandler & Co.
Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Investment Banks/Brokers | Corporate Officer/Principal | |
ArtsinStark
ArtsinStark Investment Trusts/Mutual FundsMiscellaneous ArtsinStark supports and promotes arts throughout Stark County. The company is headquartered in Canton, OH. | Investment Trusts/Mutual Funds | Director/Board Member | |
Utah State University | College/University | Undergraduate Degree | |
observIQ, Inc.
observIQ, Inc. Packaged SoftwareTechnology Services observIQ, Inc. engages in the provision of enterprise information technology monitoring integration solutions. It offers True Visibility Suite for VMware, BindPlane, BindPlane for New Relic, Bindplane for Microsoft, BindPlane for Google Cloud Monitoring, BindPlane for New Relic Logging, Plugins for VMware vRealize Orchestrator, content packs for VMware vRealize Log Insights, and Oracle Enterprise Manager Plugins. The company was founded by Nathan Owen and Carl Erickson in 2007 and is headquartered in Grand Rapids, MI. | Packaged Software | Director/Board Member | |
Gulf Reinsurance Ltd.
Gulf Reinsurance Ltd. Multi-Line InsuranceFinance Gulf Reinsurance Ltd. engages in reinsurance solutions services. It offers its services to the construction, energy and manufacturing industries. The firm provides proportional and non-proportional facultative reinsurance for on and offshore energy, property, engineering and marine hull and cargo through regional and international brokers as well as directly with insurance companies. The company was founded on May 19, 2008 and is headquartered in Dubai, United Arab Emirates. | Multi-Line Insurance | Director/Board Member | |
Illinois State Bar Association
Illinois State Bar Association Miscellaneous Commercial ServicesCommercial Services The Illinois State Bar Association is a state bar association that serves lawyers. The association is based in Springfield, IL. The association provides various resources for lawyers, including legal forms, expert services, and publications. It also offers continuing legal education programs and hosts events for lawyers. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Ooredoo Algerie SpA
Ooredoo Algerie SpA Wireless TelecommunicationsCommunications Ooredoo Algerie SpA provides wireless telecommunication services. It owns a license and operates a GSM network under the brand name Nedjma. The company was founded on November 1, 2004 and is headquartered in Chéraga, Algeria. | Wireless Telecommunications | Director/Board Member | |
Missouri Bar Association | Corporate Officer/Principal | ||
Bryan Cave Leighton Paisner LLP
Bryan Cave Leighton Paisner LLP Miscellaneous Commercial ServicesCommercial Services Bryan Cave Leighton Paisner LLP provides legal services. It is a business and litigation firm with a diverse client base, includes business, financial institutions and not-for-profit organizations, government entities and individual clients. The firm represents business, financial, institutional and individual clients, including publicly held multinational corporations, large and mid-sized privately held companies, partnerships and emerging companies. The company was founded by Robert D. Klingler in 1873 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Daniels College of Business | College/University | Masters Business Admin | |
GVC Capital LLC
GVC Capital LLC Regional BanksFinance Founded in 1995 by Steven Bathgate, GVC Capital LLC, formerly Bathgate Capital Partners LLC, is an investment banking firm and broker/dealer located Greenwood Village, Colorado. The firm focuses primarily on providing comprehensive investment banking services to underexposed and undervalued micro-cap companies. GVC Capital's brokerage services include retail investment sales, institutional equity and fixed-income securities. The firm is a member of FINRA and the SIPC. GVC Capital seeks to provide their retail clients with greater exposure to institutional investors as efficient means to raising capital in the form of institutional private placement financings and a variety of other investment products including municipal bonds, government securities, mutual funds, annuities, options and equities. The firm also offers accredited investors periodic opportunities to participate in private placements (Regulation D) and IPOs for select emerging growth companies. GVC Capital's accounts are maintained and cleared by First Southwest Company. The firm's fixed-income group seeks to provide their clients with best execution. They provide independent advisory services and research focusing on a diverse universe of fixed-income securities including corporate, government and municipal bonds, convertible and mortgage-backed securities and preferred stocks. GVC Capital's equity trading group focuses on efficient trade execution of micro-cap companies and identifying and creating liquidity in illiquid markets. | Regional Banks | Corporate Officer/Principal | |
SMU-Cox School of Business | College/University | Undergraduate Degree | |
Gulf Electronic Tawasul Co. KSCC
Gulf Electronic Tawasul Co. KSCC Specialty TelecommunicationsCommunications Gulf Electronic Tawasul Co. KSCC provides telecommunications and Internet protocol services. The firm engages in the regional carriers and international operators. It provides connectivity between the client’s networks, presenting point to point access points. The firm services include MPLS Ethernet, MPLS VPN, ProAct and SWIFTconnect. The company was founded in 2005 and is headquartered in Kuwait. | Specialty Telecommunications | Chairman | |
Virgin Mobile Middle East & Africa
Virgin Mobile Middle East & Africa Specialty TelecommunicationsCommunications Virgin Mobile Middle East & Africa operates as a mobile virtual network operator. It provides mobile telecommunication services to consumers. The company's brands include Virgin Mobile and Friendi Mobile. It also offers outsourced services to mobile network operators by operating focused brands and mobile packages. The company was founded by Erik Dudman Nielsen and Mikkel Vinter in 2006 and is headquartered in Dubai, United Arab Emirates. | Specialty Telecommunications | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 43 |
Verenigde Arabische Emiraten | 3 |
Algerije | 2 |
Koeweit | 2 |
Sectoraal
Finance | 18 |
Consumer Services | 14 |
Commercial Services | 7 |
Communications | 4 |
Technology Services | 3 |
Operationeel
Director/Board Member | 187 |
Corporate Officer/Principal | 153 |
Undergraduate Degree | 99 |
Chief Executive Officer | 53 |
President | 49 |
Sterkste connecties
Insiders | |
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Dinesh C. Paliwal | 31 |
Tom Swank | 29 |
Leroy Williams | 28 |
Pete Mogk | 23 |
Donn Davis | 21 |
Todd Creech | 19 |
Mike Ferry | 16 |
Mark Haidet | 15 |
Ted Frank | 15 |
Chris Joseph | 14 |
David Royer | 14 |
Christopher M. Coloian | 14 |
Jeffrey K. Haidet | 14 |
Samuel Mitchell | 14 |
Steven Berg | 12 |
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