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    Kyle Smith

    Chief Investment Officer at LeafHouse Financial

    Kyle Smith is the Chief Investment Officer (CIO) at LeafHouse Financial, a position he has held since May 2021. He joined LeafHouse after a successful tenure as a Portfolio Manager at BlackRock, where he accumulated nearly 20 years of investment experience. His expertise encompasses portfolio design, multi-asset strategies, and investment oversight and due diligence.1

    In his role at LeafHouse, Smith is responsible for overseeing the Investment Desk and developing new investment initiatives that align with the firm's capital markets strategy. His extensive background at BlackRock and experience with Dimensional Fund Advisors enhance LeafHouse's investment capabilities, allowing the firm to innovate within the investment and retirement plan sectors.1 LeafHouse's CEO, Neal Weaver, emphasized that Smith's addition significantly strengthens their investment expertise and systems.1

    Smith holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, underscoring his commitment to professional excellence in financial services.

    Highlights

    Team | Northbrook, IL - Freund & Smith Advisors
    Jan 1 · advisors.ubs.com
    Meet the team - Elite Wealth Consultants - Palm Beach Gardens, FL
    May 20 · napa-net.org
    LeafHouse Brings on Kyle Smith as New CIO
    Jan 1 · riabase.com
    Sitemap | RIAbase

    Related Questions

    What are Kyle Smith's main responsibilities as CIO at LeafHouse Financial?
    How did Kyle Smith's experience at BlackRock influence his approach at LeafHouse Financial?
    What new investment initiatives is Kyle Smith planning to develop at LeafHouse Financial?
    How does Kyle Smith's background in multi-asset strategies benefit LeafHouse Financial?
    What are the key differences between Kyle Smith's roles at BlackRock and LeafHouse Financial?
    Kyle Smith
    Kyle Smith, photo 1
    Kyle Smith, photo 2
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    Location

    Austin, Texas Metropolitan Area