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Kyle Andrew Smith
Gestore di Portafoglio-Azioni presso
Newport Private Wealth, Inc.
Profilo
Mr. Kyle A. Smith, CFA MBA, is Portfolio Manager at Newport Private Wealth, Inc.
He joined Newport Private Wealth in 2016 after working as an Investment Advisor for CIBC Wood Gundy.
He was also previously employed at UBS and Canaccord Genuity where he worked with large alternative and traditional asset managers.
Mr. Smith obtained his BS degree in Business and Economics at Lehigh University in Pennsylvania and MBA from the Richard Ivey School of Business in 2004 and the Chartered Financial Analyst designation in 2007.
Posizioni attive di Kyle Andrew Smith
| Società | Posizione | Inizio |
|---|---|---|
Newport Private Wealth, Inc.
 Newport Private Wealth, Inc. Investment ManagersFinance Newport aims to protect and grow capital in a more stable fashion than retail investment portfolios. The firm constructs diversified portfolios that balance the risks and opportunities of clients' other assets, such as business interests, real estate holdings and other assets (such as art or collectibles). They manage a balanced portfolio that invests domestic equities, foreign equities, fixed-income, absolute return strategies, special situations, real assets, private equity and cash. | Gestore di Portafoglio-Azioni | 01/10/2016 |
Precedenti posizioni note di Kyle Andrew Smith
| Società | Posizione | Fine |
|---|---|---|
Canaccord Genuity Corp.
 Canaccord Genuity Corp. Investment Banks/BrokersFinance Provides brokerage services | Trading-Equity | 01/01/2013 |
Canaccord Adams
 Canaccord Adams Investment Banks/BrokersFinance Provides brokerage services | Trading-Equity | 22/04/2010 |
Formazione di Kyle Andrew Smith
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
80
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Canaccord Adams
Canaccord Adams Investment Banks/BrokersFinance Provides brokerage services | Finance |
Newport Private Wealth, Inc.
Newport Private Wealth, Inc. Investment ManagersFinance Newport aims to protect and grow capital in a more stable fashion than retail investment portfolios. The firm constructs diversified portfolios that balance the risks and opportunities of clients' other assets, such as business interests, real estate holdings and other assets (such as art or collectibles). They manage a balanced portfolio that invests domestic equities, foreign equities, fixed-income, absolute return strategies, special situations, real assets, private equity and cash. | Finance |
Lehigh University
 Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Canaccord Genuity Corp.
Canaccord Genuity Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Richard Ivey School of Business
 Richard Ivey School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
