David J. Kubik is a Principal of Carnick & Kubik. David has more than 15 years of experience in the financial industry and has an extensive level of expertise within the fixed income markets. Using a myriad of factors, David strategically builds portfolios for clients focused on creating tax efficient and reliable streams of income while minimizing risk exposure levels. David is a critical member of the investment team and oversees many of the fixed income investment strategies at Carnick & Kubik.
David started his career in Chicago at the Institutional Fixed Income firm of Griffin, Kubik, Stephens, and Thompson (now Bank of Montreal). More recently, David was Vice President and Regional Manager at Alliance Bernstein, a New York- based asset management firm and was Vice President of Institutional Wealth Management at Colorado State Bank and Trust. David holds a Bachelor’s of Business Administration in Finance from the Cox School of Business at Southern Methodist University. David is also a Certified Private Wealth Advisor®, and earned this designation from Booth School of Business at the University of Chicago.
Having spent much of his career managing the assets for institutional investors, David recognized the significant divergence between the quality of asset management received by individual investors and that of institutional investors. David has also found that for individual investors, few areas in life can cause as much stress as uncertain or mismanaged finances. It is David’s vision that clients of Carnick & Kubik are empowered to shift from feeling confused, overwhelmed, anxious, and uncertain to seeing their financial lives with more purpose, direction, peace, and confidence. It is David’s desire for clients to live their vision of an extra-ordinary life and is thankful for the opportunity to play a role in their achieving that vision.
David has a passion for the underserved children in our communities. He currently serves as Chairman of the Board of Trustees for Clayton Early Learning, as well as on the Advisory Board of the Porter-Billups Leadership Academy at Regis University. David resides in Highlands Ranch with his wife Kate and three children. They have a deep passion for their family, friends, community and church.