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Investment Advisory Oversight
Offered by our sister company - G & O Financial Services, Inc.

Kevin McCutcheon, CFA serves as the investment advisor to our sister company, G & O Financial
Services, Inc.

Kevin has served as the Chief Investment Officer for G & O Financial since 2013. 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 that managed over $450

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


Kevin McCutcheon, CFA
G & O Financial Services Inc.
Tel 727.342.1042 | Fax 727.209.1355