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Kyle Andrew Smith
Portfolio Manager-Equities at
Newport Private Wealth, Inc.
Profile
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.
Kyle Andrew Smith active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 01/10/2016 |
Former positions of Kyle Andrew Smith
| Companies | Position | End |
|---|---|---|
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 |
Training of Kyle Andrew Smith
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
80
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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- Kyle Andrew Smith
