Meet The Team

Partner

Tommy Platt, CFA

H. Thomas Platt III is a Managing Member of Live Oak Family Offices, LLC. A sixth generation Jacksonville native, Tommy is a graduate of Princeton University. Since 1981, he has worked continuously in securities brokerage, managed accounts consulting, and trust services. In 2003 he left his position as Senior Vice President and head of Investment Counseling & Trust Services at a local banking institution to establish Live Oak Family Offices.

Since 1989, he has held the professional designation of Chartered Financial Analyst. According to an Institute of Private Investors’ Report, the CFA designation is the most respected of all professional designations by 78% of its family members.

At the time he left the bank, he was President-elect of the Trust Executive Committee of the Florida Bankers Association. He is a past president of the Estate Planning Council of Northeast Florida, a former member of the Community Foundation’s Professional Advisory Committee, and past president of Riverside Hospital Foundation.

Tommy is an honorary member and past president of the Rotary Club of West Jacksonville where, for three years he served as chair of its Charity Grants Committee. He is an Elder and Trustee of Riverside Presbyterian Church. Tommy and Carol have been married since 1977 and have three daughters.

Partner

Kevin McCutcheon, CFA

Kevin is a Managing Member and Chief Investment Officer at Live Oak Family Offices.

Kevin served as the Chief Investment Officer for G&O Financial since 2013 and subsequently merged his G&O practice with Live Oak Family Offices, LLC. Kevin has spent his career building investment portfolios for clients that not only include traditional assets such as stocks and bonds, but also hedge funds and private investments.

After graduating from The Ohio State University with a major in Family Financial Management and minors in Economics and Real Estate, Kevin's career flourished with an investment advisory firm in Ohio.

Kevin earned his CFA Charter(Chartered Financial Analyst®) and is a member of the CFA Institute.

Kevin resides in Tampa, Florida with his two dogs and enjoys spending time with friends and family. Kevin's interests include sports, concerts and traveling the world.