Kevin Heaton

Kevin Heaton is a CFO who understands the cycles of wealth, the dynamics of family culture and change and resultant behaviors. His expertise is in developing and implementing focused tactics to protect, manage and grow private assets through the objective application of information tools, infrastructure support and investment strategies. Mr. Heaton is the founder and principal of i3, LLC, a Family CFO Private Asset Management firm, and has grown the organization into a team of highly skilled associates who provide clients with access to relevant information to make informed decisions, the infrastructure (teams and tools), to actively manage their assets and investment opportunities (directly or through managed funds) to (re)invest their capital. Clients include multiple, HNW families, foundations, closely-held businesses and private companies. As an accomplished speaker and presenter, Kevin’s talks give in-depth analyses of his own experiences in family office asset management and makes even the most complex asset strategies clear with concrete action plans. He has contributed to MSN Money, US News and World Report, Authority Magazine, Business News Daily and other outlets related to asset management and CFO leadership. Prior to founding i3, LLC, Mr. Heaton was CFO of a home services investment company, and grew revenues from $2 million dollars to $30 million dollars in only two years. Kevin was also responsible for developing the US presence of Bucephale Asset Management, a Swiss-based, $250 million-dollar hedge fund. Mr. Heaton began his career as an investment advisor at Merrill Lynch.