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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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Reaping The Benefits Of Patience

Bill Coleman - Live Oak Private Wealth
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10 STEPS TO PREPARE YOUR FACILITY FOR HEAVY STORMS

David Grandey - Highland Roofing Company
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Giving Strategically

Jason Wheeler - Pathfinder Wealth Consulting

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In The Current Issue

Trailblazing Builder Hangs Up Her Hard Hat

Beth Pancoe, 81, became one of the first licensed female contractors in Eastern North Carolina in 1987 and built a company focused on histor...


Spotlighting This Year's MADE Awards

Each year, a spotlight shines on manufacturers and makers in the Cape Fear region, revealing that the area is home to more made-in-Wilmingto...


Local Museum Participates In Smithsonian Event On Sunday

Cape Fear Museum of History and Science announced recently that it will open its doors free of charge to all Museum Day ticket holders on Sa...

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