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Bill Coleman

Managing Director and Co-Chief Investment Officer, Live Oak Private Wealth
BIO

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 alloc  

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Financial
May 27, 2021

Reaping The Benefits Of Patience

If you have been following our firm, you have probably discovered by now that we embrace a unique philosophy when it comes to investing. Partner Connor Keller recently shared a great investment ana ...

Financial
Mar 18, 2021

Humility, Decisions And Risk

As I contemplate the reality of starting my 35th year in the investment business, I’m reminded by the facts from 2020. Every year offers lessons for investors who are open to learning them. The ...

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In The Current Issue

New Bank Laws Aim To Halt Scams

With billions in losses reported each year nationally, “financial scamming is an enormous industry. Scammers literally go to work every sing...


Gluten-free Bakeries On The Rise

Access to gluten-free food in Wilmington has evolved from a few niche shops to a growing industry....


Bridging Gaps In Cancer Care

To date, the region’s only dedicated, comprehensive cancer center is the Novant Health Zimmer Cancer Institute, which originally opened in 2...

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