John William Coleman
Chief Investment Officer bij Live Oak Private Wealth LLC
Profiel
Mr. John W.
Coleman, III, is a Managing Director at Live Oak Private Wealth LLC.
In this role, he is in charge of insight and direction for the asset management team, helping to steer the research and manage the Live Oak Private Wealth investment portfolios.
He joins Live Oak Private Wealth with 32 years of experience in investment advising and brings focused expertise in asset management.
He previously served as an executive and financial advisor for a large regional brokerage and investment banking firm.
He is a graduate of Elon College.
Actieve functies van John William Coleman
| Bedrijven | Functie | Begin |
|---|---|---|
Live Oak Private Wealth LLC
 Live Oak Private Wealth LLC Investment ManagersFinance Live Oak Private Wealth LLC (LOPW) is a SEC-registered investment adviser and wealth management firm headquartered in Wilmington, North Carolina. The firm was founded in 2018 and is a subsidiary of Live Oak Banking Co., which is owned by Live Oak Bancshares, Inc. (NYSE: LOB). LOPW offers wealth management services to long-term, risk adverse, goal minded high net-worth individuals and families. | Chief Investment Officer | 01-08-2018 |
Eerdere bekende functies van John William Coleman
| Bedrijven | Functie | Einde |
|---|---|---|
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 01-12-1993 |
Opleiding van John William Coleman
| Elon University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| Dean Witter Reynolds, Inc. | Finance |
Live Oak Private Wealth LLC
Live Oak Private Wealth LLC Investment ManagersFinance Live Oak Private Wealth LLC (LOPW) is a SEC-registered investment adviser and wealth management firm headquartered in Wilmington, North Carolina. The firm was founded in 2018 and is a subsidiary of Live Oak Banking Co., which is owned by Live Oak Bancshares, Inc. (NYSE: LOB). LOPW offers wealth management services to long-term, risk adverse, goal minded high net-worth individuals and families. | Finance |
