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Aktive Positionen von David James Kubik
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Portfolio Manager-Fixed Income | 01.10.2011 | - |
Präsident | 01.10.2011 | - |
Karriereverlauf von David James Kubik
Ehemalige bekannte Positionen von David James Kubik
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Colorado State Bank & Trust, NA
![]() Colorado State Bank & Trust, NA Major BanksFinance Colorado State Bank & Trust, NA state chartered commercial bank. It offers banking products and services for consumers and businesses. The company is headquartered was founded in 1908 and is headquartered in Denver, CO. | Corporate Officer/Principal | 01.03.2009 | - |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Corporate Officer/Principal | 01.11.2008 | 01.11.2008 |
Griffin Kubik Stephens & Thompson, Inc.
![]() Griffin Kubik Stephens & Thompson, Inc. Investment Banks/BrokersFinance BMO Capital Markets GKST, Inc., is a direct wholly-owned subsidiary of Harris Financial Corp. It serves as a brokerage company that provides debt securities. Its products includes municipal bonds, U.S. treasury debt, agencies, and mortgage-backed securities. The company was founded in 1980 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 01.06.2001 | - |
Ausbildung von David James Kubik
SMU-Cox School of Business | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Corporate Officer/Principal | 3 |
Portfolio Manager-Fixed Income | 1 |
President | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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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. | Finance |
Griffin Kubik Stephens & Thompson, Inc.
![]() Griffin Kubik Stephens & Thompson, Inc. Investment Banks/BrokersFinance BMO Capital Markets GKST, Inc., is a direct wholly-owned subsidiary of Harris Financial Corp. It serves as a brokerage company that provides debt securities. Its products includes municipal bonds, U.S. treasury debt, agencies, and mortgage-backed securities. The company was founded in 1980 and is headquartered in Chicago, IL. | Finance |
Colorado State Bank & Trust, NA
![]() Colorado State Bank & Trust, NA Major BanksFinance Colorado State Bank & Trust, NA state chartered commercial bank. It offers banking products and services for consumers and businesses. The company is headquartered was founded in 1908 and is headquartered in Denver, CO. | Finance |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Finance |
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