Nathan J. Kubik, CIMA®, CPWA® is a Principal of Carnick & Kubik. Nathan has spent 18 years working extensively in all areas of the investment markets. Nathan is a recognized thought leader in the financial industry and 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 Carnick & Kubik’s investment strategies.
Nathan started his career in Chicago as an equity analyst at a private equity firm and then as a fixed income specialist at an investment banking firm. He was a member of Smith Barney’s institutional investment advisory arm, Consulting Group, managing assets for pension funds, foundations, non-profits, endowments, and insurance companies. More recently, he was an owner of a boutique investment banking and equity research firm.
Throughout his distinguished career in the financial services industry, Nathan recognized the undeniable fact that the motivations and structure of most financial firms results in an advisor’s and client’s interests being misaligned, to the detriment of the client. Nathan is passionate about surrounding clients with a team of financial experts and delivering unbiased, individually-tailored solutions that guarantees clients the highest fiduciary standard.
Nathan is a Certified Investment Management Analyst®, and earned this designation from Wharton at the University of Pennsylvania. Nathan is also a Certified Private Wealth Advisor®, and earned this designation from Booth School of Business at the University of Chicago. He earned his MBA with a focus in Finance from Daniels College at the University of Denver, and obtained his undergraduate degree from the University of Illinois with a dual major in Finance and Economics.
Nathan and his wife, Sonya, are proud parents of their two daughters, Ella and Lara. Active in community, Nathan sits on the finance committee and board of directors for Rocky Mountain Children’s Law Center, a non-profit dedicated to Colorado’s abused and neglected children. He is also a member of the Investment Management Consultants Association® and Young Presidents Organization.