THEPARTNERS Difference
Our executive team partners with each advisory practice to help them discover what the best structure may be to help them meet their goals and best serve their clients.
THEPARTNERS is Fiduciary Focus First. While providing investment platforms and technology to advisors is an important aspect of f3Logic, the experienced executive team also works closely with each firm to provide support in all facets of an advisory business.
From initial planning to technology and compliance, The Partners have the resources required to build a sturdy advisory structure and maintain it over time.
Our Executive Team
Greg Rutherford, CFP - Member
Greg’s 18 years of experience as a Financial Advisor is a strong assurance that ThePARTNERS recognizes the needs of advisors. Greg believes great economics, technology, business oriented compliance and a team approach are instrumental to attracting successful advisors and growing a wealth management firm. Greg recently founded ELITE Portfolios, to help advisors deliver differentiated portfolios, including easy delivery of private alternatives. Prior to founding ThePARTNERS, he founded Adaptive Investments, 2015, and FolioMetrix/RiskX, 2012. Greg was also the co-founder of Tagge*Rutherford Financial Group, a financial services firm founded in Omaha in 1992. Greg holds a designation as a Certified Financial Planner™ and received a Bachelor of Science in Business Administration from the University of Nebraska – Omaha and a Master of Business Administration from Golden Gate University. Greg resides in Carmel, California with his wife, Jennifer. He has been involved on many charitable boards and community organizations. Greg coached youth sports for many years and continues to find time to attend many sporting events including baseball, basketball and football, as his youngest son is playing all at Carmel HS. He travels to Tennessee where his youngest daughter attends UT, and to Omaha, where his other three children live. He truly enjoys the game of golf although his inconsistent swing, and horrible chipping, provides a considerable amount of frustration.
Trevin Kent
Trevin Kent serves our clients as a Certified Financial Planner™, utilizing his planning skills to benefit our clients and their financial plans. Trevin is extremely passionate about helping individuals develop and implement successful plans for retirement, and is constantly seeking to discover cutting edge financial instruments & strategies that can be of benefit to his clients in achieving their goals.
Trevin was born and raised in the Monterey Bay area and attended Monte Vista Christian High School in Watsonville, CA. He is a graduate of the University of Phoenix, Lee University, and The American College, with degrees in finance, pastoral ministries, and certifications as a Certified Financial Planner and Retirement Income Certified Professional.
Prior to moving home to California and helping found CCFM, Trevin spent almost 2 years living in Augusta, Georgia, working next-door to the famed Augusta National Golf Course. Trevin has a diverse professional background that includes several years as a licensed mortgage loan officer and real estate agent, as well as several years in non-profit business administration and entrepreneurial business ownership. Trevin has a strong affinity for financial planning, which serves as his focal-point when serving our clients.
In his spare time, Trevin enjoys volunteering at his church, serving in youth ministry and on the board of elders. He also enjoys numerous outdoor recreational activities, including golf, mountain biking, snowboarding & disc golf, and is an avid fan of the San Francisco 49ers & Giants.
CA Life Insurance License # 0I90149
Bart Cutino
In early 2007, after years of both sustained success and increased business growth as general manager of his family-owned restaurant (the legendary, Cannery Row flagship ”Sardine Factory”), Bart decided to follow his entrepreneurial spirit and utilize his experience to consult and advise both individuals and families in the areas of wealth management and life insurance. As an associate wealth advisor with NCW Group (a local independent firm), Bart quickly built a reputation with the firm’s new and existing clients as a dependable relationship manager, helping individuals and their families manage, protect, grow and enjoy their wealth. His commitment to extraordinary customer service along with his participation in multiple businesses provided great training in the world of investment, estate and tax planning for highly appreciated business and real estate assets. During his six years with NCW Group, Bart gained tremendous life insurance planning expertise and now with Central Coast Financial Management, specializes in determining suitability, coverage needs, product flexibility and seamlessly working through sophisticated estate and business life insurance cases.
Bart is a lifelong Monterey resident and a third generation native. His lifelong outside business passion, in which he has become recognized as one of the leading field contributors, is his research efforts throughout the Pacific Northwest attempting to establish the existence of bipedal North American primates (Sasquatches), which are currently “unrecognized” by the science community. Bart frequently lectures on the subject to local rotary clubs, is a member of many organizations, and has made several documentary and television appearances, including Animal Planet’s “Finding Bigfoot” series. When Bart is not consulting with clients or in the mountains searching for sasquatches, he and his wife Kim are raising their beautiful young children, Bella & Tony. What’s left of Bart’s spare time goes towards researching historic cold cases, criminal psychology, and is a die-hard fan of the Toronto Blue Jays, Miami Dolphins & San Jose Sharks (which is quite remarkable for a lifelong California native)!
CA Life Insurance License # 0G35346
Kevin Hanney
Director of National Sales for Adaptive Investments and Co-Founder of the Distribution Cooperative; has over 30 years’ experience in the investment management industry. Kevin has led national sales and relationship management teams for multi-billion dollar organizations. His leadership extends across multiple product offerings including separately managed accounts, mutual funds and annuities. Kevin’s tremendous relationship skills have afforded him the unique opportunity to work with all levels of industry personnel including institutional leadership, financial advisors and investment managers. He has built hundreds of significant relationships in the wire house, independent broker dealer, bank, investment platform, RIA and insurance networks. Kevin is a graduate of Colgate University earning a BA in Economics and received his MBA from Pace University in New York City. Kevin enjoys golf and is an avid sports fan along with being a proud father of four children that have graduated or are currently attending universities consisting of Notre Dame, Florida and Florida State.
Jeff Smith, JD, LL.M., IACCP®, CRCP®, CRM® - Founder / Managing Attorney, LawVisory
Jeff is a seasoned chief compliance officer, general counsel and securities and business attorney with over 23 years of experience strengthening the legal and compliance functions of investment advisers, broker-dealers, and investment vehicles.
Jeff served as Investigative Counsel for the Financial Crisis Inquiry Commission and worked in the Director of Enforcement’s Office at the United States Securities and Exchange Commission in Washington, D.C.
Mr. Smith graduated cum laude with a B.S. in Accounting from the University of Kentucky, where he also earned his J.D. He received his L.L.M., with highest honors, in Securities & Financial Regulation from Georgetown Law in Washington, DC.
Mr. Smith holds the following certifications: Certified Regulatory and Compliance Professional (FINRA Institute at Wharton); Investment Adviser Certified Compliance Professional (NRS Education); and Certified in Risk Management (International Institute of Professional Education and Research).