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Nathan J. Kubik CIMA®, CPWA®

Nathan J. Kubik


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 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. He was a partner of a boutique investment banking and equity research firm.

Throughout his extensive career in the financial services industry, Nathan recognized the undeniable fact that the motivations and structure of most financial firms result 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.

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 three daughters. Active in the community, Nathan serves on the Executive Advisory Board at the University of Denver, Daniels College of Business. He has also served 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. Nathan is a member of the Investment Management Consultants Association® and a member of Young Presidents Organization.