BlueDoor Private Wealth, LLC

Robert Murphy is a financial advisor at BlueDoor Private Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Little House Capital, LLC and East Coast Asset Management, LLC. Outside of advisory work, Murphy is involved with the Winchester Hospital Advisory Board and maintains CPA-related tax business activities. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning. The firm uses customized portfolios and a tailored asset allocation process that combines fundamental and technical analysis with a primarily long-term investment orientation.

Kevin Mccutcheon is a CFA® charterholder with 13 years of industry experience. He is currently with BlueDoor Private Wealth, LLC, a team-based firm in Tampa, FL, where he has worked since 2025. His prior experience includes roles at Live Oak Family Offices LLC and G & O Financial Services, Inc. BlueDoor Private Wealth serves individual and high-net-worth clients by providing customized investment management and ancillary financial planning. The firm employs a long-term investment approach combining fundamental and technical analysis, offering portfolios through direct securities, third-party managers, and private fund oversight.

Michael Kozak is a CFP® with 24 years of experience in the financial advisory industry. He is currently with BlueDoor Private Wealth, LLC, where he has worked since 2019, following prior roles at Little House Capital, East Coast Asset Management, and Cabot Wealth Management. Kozak maintains a small, occasional tax and estate planning practice involving drafting estate documents and coordinating tax work. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning, employing a long-term approach that combines fundamental and technical analysis. The firm offers multiple service options, including discretionary and non-discretionary management, an online flat-fee planning product, and access to insurance and annuity solutions.

Grady Kozak is a financial advisor at BlueDoor Private Wealth, LLC with Series 65 and Series 66 licenses and one year of industry experience. He has been self-employed since 2022 and joined BlueDoor in 2025. Outside of financial advising, he operates a business providing after-school sports programs to elementary and middle schools. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning services. The firm employs a long-term investment process combining fundamental and technical analysis, offers an online flat-fee planning product, and provides access to insurance and annuity solutions through a partner network.

Thomas Shepherd is a financial advisor at BlueDoor Private Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Investment Management Service, Empower Financial Services, and MassMutual. He is based in West Hartford, CT. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning, offering both discretionary and non-discretionary services. The firm’s investment approach combines fundamental and technical analysis to create tailored asset allocations and policy statements, supported by ongoing monitoring and quarterly reviews.

John Shepherd is a financial advisor at BlueDoor Private Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC and Fairbanks Capital. Outside of advising, he is the owner of Gemini Portfolio Management, a restaurant and tavern in Seaside, Oregon. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning. The firm employs a long-term investment process using both fundamental and technical analysis and offers diverse portfolio implementation options, including direct securities and third-party managers.