Colten McCutcheon CFA

Mr. McCutcheon's responsibilities include assisting with 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 degree in Finance.  Mr. McCutcheon is a Chartered Financial Analyst (CFA) charterholder and holds a Series 65 securities license.