Venturi Welcomes Senior Portfolio Manager, Kyle Smith

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General  |  November 14, 2019  |  
Venturi Private Wealth

Venturi is proud to announce that Kyle Smith has joined our team as a Senior Portfolio Manager. For nearly 20 years, Kyle has been helping investors construct and manage customized, multi-asset investment solutions that are tailored for unique goals and preferences. In addition, Kyle also brings product development and investment strategy expertise, as well as a wealth of information regarding global capital markets and evidence-based investing.

Kyle joined Venturi from Dimensional Fund Advisors where he was a Regional Director and consulted with Registered Investment Advisors in all areas of investments, client communication, and business strategy. Prior to Dimensional, Kyle worked for the Multi-Asset Strategies group within BlackRock Inc., where he held multiple roles including Investment Strategist and Portfolio Manager. As an Investment Strategist, Kyle was a member of the Model Portfolio Solutions team and helped to develop, manage, and distribute model portfolio solutions across the world. As a Portfolio Manager, Kyle managed dynamic, bespoke multi-asset portfolios for high-net-worth and institutional clients.

Kyle received his Bachelor’s degree in Economics and Business from the University of Texas at Austin, and earned an MBA from the University of Houston. In addition, Kyle is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP®). Kyle enjoys spending time with his wife, Amanda, traveling, and watching Texas Longhorns football. They have two beautiful daughters – Lily and Stella – and currently reside in Lakeway, TX.

You can reach Kyle directly at (512) 220-4713 or kyle@venturiwealth.com


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