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Nathan James Kubik
Algemeen Directeur bij Transform Wealth LLC
Momenteel actieve connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
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 jaar |
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 jaar |
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 jaar |
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 jaar |
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 jaar |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
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 jaar |
Kevin Caliendo | M | - |
Smith Barney Asset Management
| 2 jaar |
Kent Vance Bailey | M | - |
Smith Barney Asset Management
| 2 jaar |
Jennifer Billitteri Holmes | F | - |
Smith Barney Asset Management
| 2 jaar |
John Thomas DiPasquale | M | 58 |
Smith Barney Asset Management
| 5 jaar |
Beth A. Semmel | F | 63 |
Smith Barney Asset Management
| 3 jaar |
John Helfst | M | - |
Smith Barney Asset Management
| 2 jaar |
Chris A. White | M | 59 |
Smith Barney Asset Management
| - |
Michael Klein | M | 60 |
Smith Barney Asset Management
| 3 jaar |
Mark D. Wienkes | M | - |
Smith Barney Asset Management
| 2 jaar |
George Graham | M | - |
Smith Barney Asset Management
| 17 jaar |
Stuart D. Brown | M | - |
Smith Barney Asset Management
| 20 jaar |
Miguel Fidalgo | M | - |
Smith Barney Asset Management
| 1 jaar |
Alberto Jimenez Crespo | M | - |
Smith Barney Asset Management
| 2 jaar |
John J. Stewart | M | 51 |
Smith Barney Asset Management
| 3 jaar |
Esther Y. Kwon | F | - |
Smith Barney Asset Management
| - |
Joshua Shedroff | M | - |
Smith Barney Asset Management
| 2 jaar |
Craig Everett Ruch | M | - |
Smith Barney Asset Management
| 2 jaar |
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 jaar |
Justin Lee Boisseau | M | - |
Smith Barney Asset Management
| - |
Arvind Rajan | M | - |
Smith Barney Asset Management
| 3 jaar |
Michael Chungjern Song | M | - |
Smith Barney Asset Management
| 3 jaar |
Jennifer P. Hills | F | - |
Smith Barney Asset Management
| 3 jaar |
Mark Ian Leyton | M | - |
Smith Barney Asset Management
| - |
Catherine Xiao | F | - |
Smith Barney Asset Management
| - |
Paul Davis | M | - |
Smith Barney Asset Management
| 2 jaar |
Ken Herbert | M | - |
Smith Barney Asset Management
| 3 jaar |
Glen Manna | M | - |
Smith Barney Asset Management
| - |
Robert Thomas | M | 79 |
Smith Barney Asset Management
| 4 jaar |
Ingrid Chung | F | - |
Smith Barney Asset Management
| 1 jaar |
Kevin Doherty | M | - |
Smith Barney Asset Management
| 4 jaar |
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 jaar |
Haran Narulla | M | - |
Smith Barney Asset Management
| - |
Catherine Gallagher | F | - |
Smith Barney Asset Management
| 2 jaar |
Bayley Seton Davis | M | - |
Smith Barney Asset Management
| 2 jaar |
Michael Sedoy | M | 49 |
Smith Barney Asset Management
| 2 jaar |
Kirstin Mobyed | F | - |
Smith Barney Asset Management
| 2 jaar |
Susan Kempler | F | - |
Smith Barney Asset Management
| 2 jaar |
Thomas Ruffin Vandeventer | M | - |
Smith Barney Asset Management
| 2 jaar |
William C. Theriault | M | - |
Smith Barney Asset Management
| 2 jaar |
Thomas M. Reynolds | M | 64 |
Smith Barney Asset Management
| 2 jaar |
Shawn Klien | M | - |
Smith Barney Asset Management
| - |
Victor Halpert | M | - |
Smith Barney Asset Management
| 4 jaar |
Aryeh Bourkoff | M | 51 |
Smith Barney Asset Management
| 8 jaar |
Roger Paradiso | M | - |
Smith Barney Asset Management
| 2 jaar |
Mark Lindbloom | M | - |
Smith Barney Asset Management
| 2 jaar |
John Rowley | M | - |
Smith Barney Asset Management
| - |
Ian Lapey | M | 57 |
Smith Barney Asset Management
| - |
Dean Bradley Kernus | M | - |
Smith Barney Asset Management
| 4 jaar |
Bruce L. Koepfgen | M | 70 |
Smith Barney Asset Management
| 22 jaar |
David Ishibashi | M | - |
Smith Barney Asset Management
| 9 jaar |
Stephen J. DeGroat | M | - |
Smith Barney Asset Management
| - |
Maureen A. Hendricks | F | 72 |
Smith Barney Asset Management
| 6 jaar |
Francis L. Mustaro | M | - |
Smith Barney Asset Management
| 2 jaar |
Hersh Cohen | M | 84 |
Smith Barney Asset Management
| 2 jaar |
Ken Johnson | M | - |
Smith Barney Asset Management
| 2 jaar |
Domenick M. Masotti | M | - |
Smith Barney Asset Management
| 2 jaar |
David Sambur | M | 44 |
Smith Barney Asset Management
| 2 jaar |
Caroline M. Smith | F | - |
Smith Barney Asset Management
| 2 jaar |
Scott Dynan | M | - |
Smith Barney Asset Management
| 2 jaar |
Ron Perry | M | - |
Smith Barney Asset Management
| 2 jaar |
David Head | M | - |
Smith Barney Asset Management
| 2 jaar |
David Thomas Fare | M | - |
Smith Barney Asset Management
| 2 jaar |
Valerie Bannon | F | - |
Smith Barney Asset Management
| 2 jaar |
Peter Coffey | M | - |
Smith Barney Asset Management
| 2 jaar |
Dan T. Cummins | M | - |
Smith Barney Asset Management
| 3 jaar |
Olivier Asselin | M | - |
Smith Barney Asset Management
| 2 jaar |
David M. Zahn | M | - |
Smith Barney Asset Management
| 2 jaar |
Roger Lavan | M | - |
Smith Barney Asset Management
| 2 jaar |
Michael J. Scotto | M | - |
Smith Barney Asset Management
| 2 jaar |
James J. Okamura | M | - |
Smith Barney Asset Management
| 2 jaar |
Andrew J. Ceisler | M | - |
Smith Barney Asset Management
| 2 jaar |
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 jaar |
Statistieken
Land | Connecties | % van het totaal |
---|---|---|
Verenigde Staten | 89 | 100.00% |
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