CoverProfile

Nathan Kubik

Chief Executive Officer

Transform Wealth

United States, Colorado, Denver

About Me

Nathan J. Kubik is the Chief Executive Officer of Transform Wealth. Nathan has spent over 20 years working extensively in all areas of the investment markets. Nathan has been quoted in numerous articles from national news sources including The Wall Street Journal, Barron’s, Fox Business, ABC News, USA Today, Investor’s Business Daily, ETF Trends, and the Associated Press. Specializing in asset allocation, portfolio construction, style/sector analysis, strategic and tactical investment strategies, asset liability modeling, and risk exposure analytics, Nathan oversees many of Transform Wealth’s investment strategies. Nathan started his career in Chicago as an equity analyst at a private equ

View more

Profile Information

Chief Executive Officer

Transform Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Denver

Colorado

United States

Jul 27, 2024

More profiles to browse

Profile Photo
Sara Kohr
Financial Advisor, Financial Planner
Profile Photo
Dylan Burke
Investment & Trading Analyst
SC
Sandra Chapman
Senior Financial Advisor
Profile Photo
TJ Maxfield
Senior Financial Advisor

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation