
Colten McCutcheon
Mr. McCutcheon's responsibilities include managing both existing and prospective client relationships as well as assisting end to end in the portfolio management process. He helps to research and identify investment opportunities, monitor portfolio asset allocations, and communicate investment performance with clients.
Background: Mr. McCutcheon started his career as a financial analyst with a global financial services firm. He is an honors graduate of Saint Vincent College with a Bachelor of Science in Finance and has passed all three levels of the Chartered Financial Analyst (CFA) exam. Mr. McCutcheon is continuing his education by studying to obtain his Series 65 securities license and the required work experience to become a CFA Charterholder.
Mr. McCutcheon may be reached at our office number or by email at cmccutcheon@covingtoninvestment.com