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
