John William Coleman

Direttore degli Investimenti presso Live Oak Private Wealth LLC

Finance

Consumer Services

Profilo

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.

Posizioni attive di John William Coleman

Società	Posizione	Inizio
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.	Direttore degli Investimenti	01/08/2018

Tutte le posizioni attive di John William Coleman

Precedenti posizioni note di John William Coleman

Società	Posizione	Fine
Dean Witter Reynolds, Inc.	Corporate Officer/Principal	01/12/1993

Vedi nel dettaglio l'esperienza di John William Coleman

Formazione di John William Coleman

Elon University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di John William Coleman

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	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