Kevin Smith, CFA

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Kevin Smith, CFA

Kevin is the founder and CIO of Crescat Capital. He has been managing investment portfolios since 1992, a career spanning multiple business cycles. Kevin has been the lead portfolio manager of Crescat’s five investment strategies since their respective inceptions. He is the creator of Crescat’s firmwide global macro investment process and systematic equity valuation model. Prior to founding Crescat, he worked as a wealth advisor with Kidder Peabody. He earned an MBA from the University of Chicago Booth School of Business with a specialization in finance and a concentration in statistics. Born and raised in the San Francisco Bay Area, he received a bachelor’s degree in economics and German studiesfrom Stanford University. He holds the Chartered Financial Analyst designation.

June 2021

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