Richard (Rick) Ahl, CFA

Richard (Rick) Ahl, CFA
Managing Director, Wealth Advisor
Orlando, FL

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Richard A. Ahl Jr, CFA, is Managing Director and Wealth Advisor at Carnegie Investment Counsel, where he works collaboratively with individuals, families, and non-profit institutions to develop investment strategies designed to accomplish their goals and objectives.
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Before joining Carnegie, Rick spent 26 years as the Founder and Principal of AHL Investment Management, Inc. after spending the first 6 years of his career with another advisory firm in Florida.  He holds a Bachelor of Science in Statistics & Biometry from Cornell University and an MBA from the Crummer School of Business at Rollins College.  He is also a long-time member of the CFA Society of Orlando.

Outside of work, Rick enjoys skiing, watching soccer, serving in the community, and quality time with his wife and four grown children.

About the CFA Designation

​The Chartered Financial Analyst (“CFA”) charter is a professional designation established in 1962 and awarded by CFA Institute. To earn the CFA charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.