Kevin Smith, CFA

Kevin C. Smith, CFA

Member/CEO & Chief Investment Officer

Kevin Smith

Kevin is the Founder, CEO, and CIO of Crescat Capital. He has managed investment portfolios since 1992, a career spanning multiple business cycles. Kevin has been the lead Portfolio Manager of the firm’s various investment strategies since their respective inceptions, with the earliest starting in 1999. 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. He was born and raised in the San Francisco Bay Area and received a bachelor’s degree in Economics and German studies from Stanford University. He holds the Chartered Financial Analyst designation.

Letter from the Founder