John William Coleman
Directeur en chef des Investissements chez Live Oak Private Wealth LLC
Profil
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.
Postes actifs de John William Coleman
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur en chef des Investissements | 01/08/2018 |
Anciens postes connus de John William Coleman
| Sociétés | Poste | Fin |
|---|---|---|
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 01/12/1993 |
Formation de John William Coleman
| Elon University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
