Kyle A. Smith MBA, CFA®

Managing Director & Portfolio Manager

Kyle’s interest in the financial markets started at the breakfast table. “My dad would read the business section every morning and I recall being fascinated by the very idea of the stock market. Although it didn’t make much sense to me at first, I was determined to understand that section of the newspaper and read it alongside my dad.”

That curiosity propelled Kyle on a long and diverse career that started on Wall Street with Credit Suisse in 1999 and took him to institutional equity desks at UBS and Canaccord Genuity. After nearly 15 years of assisting large corporations in raising capital and working with large alternative and traditional asset managers, Kyle decided this experience could best be used helping clients secure their wealth management goals.

Kyle was an Investment Advisor for CIBC Wood Gundy before joining Newport Private Wealth in 2016. “The depth of talent, the breadth of experience, the unique investment platform and above all else, Newport’s commitment to its clients, inspired my move,” says Kyle. “It confirmed my belief that a diversified approach to wealth management best serves individuals and families in achieving their long-term financial goals.”

As a member of Newport’s Investment Committee, Kyle brings his wide-ranging experience to bear on the Committee’s selection of a broad range of traditional and alternative asset classes in which to invest.

Originally from Orillia, Ontario, Kyle completed his undergraduate degree at Lehigh University in Pennsylvania, where he captained the varsity golf team. He obtained his MBA from the Richard Ivey School of Business in 2004 and has been a CFA® charter holder since 2007. In his down time, Kyle appreciates spending time with his wife and three busy children. He still enjoys playing golf, a passion he has passed on to his son, along with skiing with the entire family.

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