Kyle Smith

Kyle Smith, CFA, CFP is an accomplished investment professional with a rich background encompassing nearly 20 years of experience in the industry.

Having worked at prestigious firms such as BlackRock and Dimensional Fund Advisors, Kyle has assumed key roles like Portfolio Manager and Investment Strategist, showcasing his expertise in managing investments while maintaining client relationships.

He holds a Bachelor's degree in Economics from The University of Texas at Austin and a Master of Business Administration with a 4.0 GPA from the University of Houston's C.T. Bauer College of Business, underlining his strong educational foundation.

In addition to his academic credentials, Kyle is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP), further demonstrating his commitment to professionalism and excellence in the field.

Currently, Kyle serves as the Chief Investment Officer at LeafHouse Financial, bringing his wealth of experience and skillset to drive the company's investment strategies and financial operations.

Prior to his current role, he co-founded Liquidity Horizons, Inc. and held senior positions at Venturi Private Wealth, Dimensional Fund Advisors, and BlackRock, where he honed his expertise in portfolio management, investment strategies, and client advisory services.

Kyle's diverse professional background, combined with his strong educational achievements and industry certifications, positions him as a seasoned expert in the finance and investment realm.