Founder and Principal
Kevin Heaton is the founder and principal of i3. Since the company’s founding in 2007, he has grown it into a team of highly-regarded associates providing clients with access to information, infrastructure, and investment opportunities. He is a dynamic speaker and presenter, and has contributed numerous publications on the topics of asset management and CFO leadership, including Forbes, Business News Daily, MSN Money, and U.S. News and World Report.
Heaton grew up in a family-owned manufacturing business that was started by his grandfather in 1955 and is now in its third generation. Prior to founding i3, Heaton married into and served as the CFO of a home services company, growing revenues from $2 million dollars to $30 million dollars in only two years. He was also responsible for developing the U.S. presence of a Swiss-based $250-million-dollar hedge fund. Heaton began his career as an investment advisor at Merrill Lynch.