Our Leadership & History
Kevin P. McCutcheon, CFA
I am the owner and Chief Investment Officer at Live Oak Family Offices.
In my early career, I worked as an analyst/assistant portfolio manager for a rapidly growing RIA in Ohio. I then followed my vision and founded G&O Financial, where I served as Chief Investment Officer. I subsequently merged my G&O practice with Live Oak Family Offices, LLC.
I have spent my career building investment portfolios that meet the objectives of the families I work with. I cherish the relationships that are built when assisting families with their wealth, as it makes for a purposeful life.
I graduated from The Ohio State University with a major in Family Financial Management and minors in Economics and Real Estate. I earned my CFA Charter (Chartered Financial Analyst®) and am a member of the CFA Institute.
I reside in Tampa, Florida and enjoy spending time with friends and family. I enjoy traveling the world and meeting new people. I've always been fascinated with new perspectives and am a naturally curious person
I knew from a very young age that I wanted to help families manage their finances. Growing up in a community that had failed levies and bouts of unemployment, I vowed to understand finances and am so grateful to share what I've learned with you. I couldn't imagine doing anything else.
The Founding of Live Oak Family Offices
Live Oak Family Offices was founded in 2003 by H. Thomas Platt III — known to clients and colleagues simply as Tommy.
A sixth-generation Jacksonville native and graduate of Princeton University, Tommy built a career in securities brokerage, managed accounts consulting, and trust services beginning in 1981. By the time he founded Live Oak, he had risen to Senior Vice President and head of Investment Counseling & Trust Services at a local banking institution — a position he left, along with his role as President-elect of the Trust Executive Committee of the Florida Bankers Association, to build something of his own.
Tommy earned his Chartered Financial Analyst designation in 1989, a credential the Institute of Private Investors has recognized as the most respected professional designation among family offices.
Beyond his work in wealth management, Tommy was deeply engaged in the Jacksonville community. He served as past president of the Estate Planning Council of Northeast Florida, a member of the Community Foundation's Professional Advisory Committee, and past president of the Riverside Hospital Foundation. He was also an honorary member and past president of the Rotary Club of West Jacksonville, where he chaired its Charity Grants Committee for three years, and served as an Elder and Trustee of Riverside Presbyterian Church.
Tommy and his wife Carol have been married since 1977 and have three daughters. Tommy has since retired, but the firm he founded continues to build on the foundation he established.