Kevin Smart, Chief Financial Officer
Kevin Smart joined Custodia Financial in 2010 as Chief Financial Officer. He is part of the leadership team working to champion a comprehensive solution to the systemic problem causing more than $6 billion in retirement leakage from 401(k) plans annually.
Prior to Custodia, Mr. Smart served in various finance roles focusing on venture capital investment, mergers and acquisitions, and strategic and operations planning for companies including Harvest Partners, i2 Technologies, and Deloitte & Touche.
He holds a B.A. in Economics from the University of Texas at Austin and an M.B.A. with a concentration in Finance from the University of Oklahoma and is a current candidate for The Chartered Financial Analyst (CFA) designation.
Mr. Smart is an active member in his local community, serving on the Board of Directors for the Rockwall County YMCA among other volunteer positions. He resides in Heath, Texas with his wife, Susan Smart, M.D. and their two children.