As a Managing Director and Co-Chief Investment Officer at Live Oak Private Wealth, Bill Coleman co-chairs the Investment Committee and provides insight and direction to the asset management team. He is also involved in asset allocation, investment policy and portfolio management.
Bill 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. Bill enjoys spending time on the water with his wife and son and has a passion for offshore fishing and hunting.