BACK TO TEAM

Scott Kubie

Senior Investment Strategist

As a Senior Investment Strategist, Scott focuses on communicating about the investment environment to Carson Group Partners and managing the Spectrum Models.

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, can be heard on Bloomberg Podcasts, and is a contributor to ETF.com. He is most notably quoted in Yahoo! FinanceU.S. News and World Report, and other leading financial publications.

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

Getting To Know Scott

Favorite food

His macaroni and cheese

Executive Leadership

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance

Dan Tobin

Chief Compliance Officer

David Screnar

Chief Financial Officer

Kelsey Ruwe

VP, Talent

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Katie Grider

National Sales Manager

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

Executive Vice President, Managing Partner

Executive Board

Jim Brown

Board Member

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

Kevin Bhatt

Board Member

Aaron Schaben

Executive Vice President, Managing Partner

Coaching & Consulting

Bryan Powell

Executive Business Coach

Joanna Swanson

Vice President, Advisor Development

Brenda Tellier

Director of Event Experiences

Barb White

Event Experiences Coordinator

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Jason Miller

Manager, Client Service

Tammy Breitenbach

Executive Business Coach

Scott Wood

Executive Business Coach

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Ellen Konsdorf

Executive Business Coach

Mike Drennen

Vice President, Business Consulting

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Andy Larson

Business Development Consultant, Central

Greg Hunter

Vice President, Business Development - East

Lisa Synowicki

Director of Business Development Operations

JP Mortenson

Business Development Consultant

Chelsie Morales

Associate Vice President, Business Development, West

Jessica Brooks

Associate Vice President, Business Development - Central Region

Ethan Goff

Business Development Consultant

Katie Grider

National Sales Manager

Mark Wellwood

Vice President, Business Development, Northwest

Katie Wurth

Associate Vice President, Business Development, East

Kristi Harrison

Associate Vice President, Business Development, Central

Jessica Perez

Vice President, Business Development, Southwest

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central