Nathan James Kubik
Chief Executive Officer at Transform Wealth LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
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 years |
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 years |
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. | - |
Jonathan Dawson Ahalt | 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. | 2 years |
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 years |
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 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
William Dudley Moyer | 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. | 15 years |
Kevin Caliendo | M | - |
Smith Barney Asset Management
| 2 years |
Kent Vance Bailey | M | - |
Smith Barney Asset Management
| 2 years |
Jennifer Billitteri Holmes | F | - |
Smith Barney Asset Management
| 2 years |
John Thomas DiPasquale | M | 58 |
Smith Barney Asset Management
| 5 years |
Beth A. Semmel | F | 63 |
Smith Barney Asset Management
| 3 years |
John Helfst | M | - |
Smith Barney Asset Management
| 2 years |
Chris A. White | M | 59 |
Smith Barney Asset Management
| - |
Michael Klein | M | 60 |
Smith Barney Asset Management
| 3 years |
Mark D. Wienkes | M | - |
Smith Barney Asset Management
| 2 years |
George Graham | M | - |
Smith Barney Asset Management
| 17 years |
Stuart D. Brown | M | - |
Smith Barney Asset Management
| 20 years |
Miguel Fidalgo | M | - |
Smith Barney Asset Management
| 1 years |
Alberto Jimenez Crespo | M | - |
Smith Barney Asset Management
| 2 years |
John J. Stewart | M | 51 |
Smith Barney Asset Management
| 3 years |
Esther Y. Kwon | F | - |
Smith Barney Asset Management
| - |
Joshua Shedroff | M | - |
Smith Barney Asset Management
| 2 years |
Craig Everett Ruch | M | - |
Smith Barney Asset Management
| 2 years |
J. Clancy Casey | M | - |
Smith Barney Asset Management
| - |
Richard Chow | M | - |
Smith Barney Asset Management
| - |
David G. Rauch | M | - |
Smith Barney Asset Management
| - |
Lori A. Cohane | F | - |
Smith Barney Asset Management
| - |
Lindsay S. White | F | - |
Smith Barney Asset Management
| - |
Matthew Nord | M | 44 |
Smith Barney Asset Management
| 2 years |
Justin Lee Boisseau | M | - |
Smith Barney Asset Management
| - |
Arvind Rajan | M | - |
Smith Barney Asset Management
| 3 years |
Michael Chungjern Song | M | - |
Smith Barney Asset Management
| 3 years |
Jennifer P. Hills | F | - |
Smith Barney Asset Management
| 3 years |
Mark Ian Leyton | M | - |
Smith Barney Asset Management
| - |
Catherine Xiao | F | - |
Smith Barney Asset Management
| - |
Paul Davis | M | - |
Smith Barney Asset Management
| 2 years |
Ken Herbert | M | - |
Smith Barney Asset Management
| 3 years |
Glen Manna | M | - |
Smith Barney Asset Management
| - |
Robert Thomas | M | 79 |
Smith Barney Asset Management
| 4 years |
Ingrid Chung | F | - |
Smith Barney Asset Management
| 1 years |
Kevin Doherty | M | - |
Smith Barney Asset Management
| 4 years |
Elliott Savage | M | - |
Smith Barney Asset Management
| - |
Tim Hope | M | - |
Smith Barney Asset Management
| - |
Kacy M. Ellis | F | - |
Smith Barney Asset Management
| - |
Mark McKenna | M | - |
Smith Barney Asset Management
| 4 years |
Haran Narulla | M | - |
Smith Barney Asset Management
| - |
Catherine Gallagher | F | - |
Smith Barney Asset Management
| 2 years |
Bayley Seton Davis | M | - |
Smith Barney Asset Management
| 2 years |
Michael Sedoy | M | 49 |
Smith Barney Asset Management
| 2 years |
Kirstin Mobyed | F | - |
Smith Barney Asset Management
| 2 years |
Susan Kempler | F | - |
Smith Barney Asset Management
| 2 years |
Thomas Ruffin Vandeventer | M | - |
Smith Barney Asset Management
| 2 years |
William C. Theriault | M | - |
Smith Barney Asset Management
| 2 years |
Thomas M. Reynolds | M | 64 |
Smith Barney Asset Management
| 2 years |
Shawn Klien | M | - |
Smith Barney Asset Management
| - |
Victor Halpert | M | - |
Smith Barney Asset Management
| 4 years |
Aryeh Bourkoff | M | 51 |
Smith Barney Asset Management
| 8 years |
Roger Paradiso | M | - |
Smith Barney Asset Management
| 2 years |
Mark Lindbloom | M | - |
Smith Barney Asset Management
| 2 years |
John Rowley | M | - |
Smith Barney Asset Management
| - |
Ian Lapey | M | 57 |
Smith Barney Asset Management
| - |
Dean Bradley Kernus | M | - |
Smith Barney Asset Management
| 4 years |
Bruce L. Koepfgen | M | 70 |
Smith Barney Asset Management
| 22 years |
David Ishibashi | M | - |
Smith Barney Asset Management
| 9 years |
Stephen J. DeGroat | M | - |
Smith Barney Asset Management
| - |
Maureen A. Hendricks | F | 72 |
Smith Barney Asset Management
| 6 years |
Francis L. Mustaro | M | - |
Smith Barney Asset Management
| 2 years |
Hersh Cohen | M | 84 |
Smith Barney Asset Management
| 2 years |
Ken Johnson | M | - |
Smith Barney Asset Management
| 2 years |
Domenick M. Masotti | M | - |
Smith Barney Asset Management
| 2 years |
David Sambur | M | 44 |
Smith Barney Asset Management
| 2 years |
Caroline M. Smith | F | - |
Smith Barney Asset Management
| 2 years |
Scott Dynan | M | - |
Smith Barney Asset Management
| 2 years |
Ron Perry | M | - |
Smith Barney Asset Management
| 2 years |
David Head | M | - |
Smith Barney Asset Management
| 2 years |
David Thomas Fare | M | - |
Smith Barney Asset Management
| 2 years |
Valerie Bannon | F | - |
Smith Barney Asset Management
| 2 years |
Peter Coffey | M | - |
Smith Barney Asset Management
| 2 years |
Dan T. Cummins | M | - |
Smith Barney Asset Management
| 3 years |
Olivier Asselin | M | - |
Smith Barney Asset Management
| 2 years |
David M. Zahn | M | - |
Smith Barney Asset Management
| 2 years |
Roger Lavan | M | - |
Smith Barney Asset Management
| 2 years |
Michael J. Scotto | M | - |
Smith Barney Asset Management
| 2 years |
James J. Okamura | M | - |
Smith Barney Asset Management
| 2 years |
Andrew J. Ceisler | M | - |
Smith Barney Asset Management
| 2 years |
Mark David Martino | M | - |
Smith Barney Asset Management
| - |
Dan O'Keefe | M | - |
Smith Barney Asset Management
| - |
Andy Stern | M | 49 |
Smith Barney Asset Management
| 2 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 89 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Nathan James Kubik
- Personal Network