

Tommy Platt
Partner, Managing Member
Live Oak Family Offices
United States, Florida, Jacksonville
About Me
H. Thomas Platt III is a Managing Member of Live Oak Family Offices, LLC. A sixth generation Jacksonville native, Tommy is a graduate of Princeton University. Since 1981, he has worked continuously in securities brokerage, managed accounts consulting, and trust services. In 2003 he left his position as Senior Vice President and head of Investment Counseling & Trust Services at a local banking institution to establish Live Oak Family Offices. Since 1989, he has held the professional designation of Chartered Financial Analyst. According to an Institute of Private Investors’ Report, the CFA designation is the most respected of all professional designations by 78% of its family members. At the t
Profile Information
Partner, Managing Member
Live Oak Family Offices
Investment Team,Operations Team
Investor
Multi-Family Office
Jacksonville
Florida
United States
May 15, 2024
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