Kevin McCutcheon
Limited Partner @Live Oak Family Offices, Llc
Tampa, FL, US
EMAILS
k••••@lofollc.com
MOBILE NUMBERS
+16•••••••92
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WORK HISTORY
Nov 2019 — Present
Limited Partner @Live Oak Family Offices, Llc
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EDUCATION
N/A
CFA Institute
Investments, Portfolio Management
N/A
The Ohio State University
Family Financial management
N/A
The Ohio State University Fisher College of Business
Bachelors
SKILLS
Financial PlanningCommoditiesDerivativesInvestmentsFamily OfficeEmerging MarketsBondsCapital MarketsAngel InvestingHigh Net Worth IndividualsInvestment AdvisoryPrivate PlacementsFinancial AdvisoryVenture CapitalSecuritiesTradingRetirement PlanningFixed IncomeAsset ManagementCharitable Gift PlanningEquity ResearchFinancial MarketsValuationDynamic Asset AllocationAsset AllocationPortfolio ManagementMergersInvestment Policy DevelopmentInvestment StrategiesAlternative InvestmentsPrivate EquityAlternative AssetsHedge FundsManager SelectionEquitiesWealth ManagementCustomer RelationsEntrepreneurInvestor Relations
ABOUT KEVIN MCCUTCHEON
Chief Investment Officer and Owner at Live Oak Family Offices, LLC and G&O Financial
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