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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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A Public Service Profile on the Elements of Building Relationships

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Don't Forget the "B"

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Beware of Bank Imposters

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Brunswick Owners Receive New Tax Values

Brunswick County property owners have received their new tax values as a result of this year’s required revaluation process....


Swinging Big With Custom Golf

Cameron Lee sees a lot of parallels between golf and life: You have to make good decisions, evaluate risk versus reward, be smart and be hon...


Growing South

Areas throughout southern Brunswick County are seeing an increase in residents and development, leaving municipalities looking at how to pla...

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