Kyle Smith Location
Toronto, ON, CA
Kyle Smith Work
- 2018 - now Portfolio Manager @ Newport Private Wealth
- 2016 - 2018 Associate Portfolio Manager @ Newport Private Wealth
- 2014 - 2016 Investment Advisor @ CIBC Wood Gundy
- 2005 - 2013 Director, Institutional Equity Trading @ Canaccord Genuity Inc.
- 2004 - 2005 Institutional Equity Trading @ UBS Securities Canada
- 2000 - 2001 Analyst - Investment Banking @ Credit Suisse
- 1999 - 2000 Analyst - Debt Capital Markets - Project Finance @ Credit Suisse
- 1998 - 1999 Assurance and Advisory Services - Securities Group @ Deloitte
Kyle Smith Education
- CFA INSTITUTE, Chartered Financial Analyst Program
(Successfully completed the exam and awarded the CFA Charter)
2006 - Ivey Business School at Western University
Master of Business Administration (MBA)
2002 - 2004 - Lehigh University
Bachelor of Science (B.Sc.) (Business and Economics)
1994 - 1998
- Lehigh University
Kyle Smith Summary
Kyle Smith, based in Toronto, ON, CA, is currently a Portfolio Manager at Newport Private Wealth. Kyle Smith brings experience from previous roles at Newport Private Wealth, CIBC Wood Gundy, Canaccord Genuity Inc. and UBS Securities Canada. Kyle Smith holds a CFA INSTITUTE, Chartered Financial Analyst Program. Kyle Smith has 1 emails and 4 mobile phone numbers on RocketReach.
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Top Newport Private Wealth Employees
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Stephen Hafner
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Katia Ivanova
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Kyle Smith
Portfolio Manager at Newport Private Wealth
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Scott Campbell
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Kingston, ON, CA11 -
Daniel Girard
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Karen Chan
Vice President of Finance at Newport Private Wealth
Toronto, ON, CA1
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