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Scott Kubie

Senior Investment Strategist

As a Senior Investment Strategist, Scott Kubie leads the investment strategy team and focuses on communicating about the investment environment to Carson Group Partners.

Before joining Carson Group Partners, he spent 20 years at CLS Investments, an ETF strategist with $7 billion under management. He served primarily as the firm’s Chief Investment Strategist. Scott has taught numerous investment classes at the University of Nebraska Omaha (UNO) and earned his MBA from the same institution. He holds a bachelor’s degree from Trinity University in San Antonio, Texas in Economics and Business, and has earned his Chartered Financial Analyst (CFA) designation.

Scott has been a guest on CNBC’s Nightly Business Report and can be heard on Bloomberg Podcast. He is most notably quoted in Yahoo! FinanceU.S. News and World Report, and other leading financial publications.

Outside of his career, Scott serves as a church treasurer as well as on the Advisory Board for the Finance, Banking and Law department in the College of Business Administration at UNO. He enjoys reading, basketball, disc golf, teaching Sunday school and spending time with his family.

Getting To Know Scott

Favorite food

His macaroni and cheese

Executive Leadership

Teri Shepherd

President

Aaron Schaben

President

Kim Reed

Senior Vice President, Finance & Accounting

Brian Green

Senior Vice President, Corporate Strategy & Product Development

Alex Rodawig

Managing Director & Head of Carson Wealth Management

Scott Conroy

Managing Partner, Business Consulting & Training

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Lantz Hunt

Chief Operating Officer, CWM, LLC

Ben Mathis

Chief Information Officer

Dan Tobin

Chief Risk Officer

Janet Anderson

Senior Vice President, Service and Support

Ron Carson

Founder and CEO

Executive Board

Teri Shepherd

President

Aaron Schaben

President

Ron Carson

Founder and CEO

Jamie Hopkins

Managing Partner of Wealth Solutions

Coaching & Consulting

Mark Wellwood

Vice President, Business Consulting

Jon Reidenouer

Vice President, Business Consulting

Jaclyn Peal

Vice President, Business Consulting

Bobby Steinau

Vice President, Business Consulting

Scott Conroy

Managing Partner, Business Consulting & Training

Joanna Swanson

Vice President, Advisor Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Business Development