Frank Jolley, CFA
As a Managing Director and Co-Chief Investment Officer at Live Oak Private Wealth, Frank Jolley 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.
Frank has over 40 years of experience in the fields of investments and financial analysis. Prior to joining Live Oak Private Wealth, Frank formed Jolley Asset Management, a leading investment advisory firm in Eastern North Carolina. Before that, he served as Chief Investment Officer of the Trust Investment Department of Centura Bank. Frank graduated from the University of North Carolina at Chapel Hill and earned his Chartered Financial Analyst® designation in 1994. Frank is an active member of the North Carolina Society of Financial Analysts and the CFA Institute. He serves on the Salvation Army Advisory Board of Rocky Mount and is a board member for Community Hospice Foundation.