Frank Gehman Jolley
Chief Investment Officer bij Live Oak Private Wealth LLC
Profiel
Mr. Frank G.
Jolley, CFA, is a Managing Director at Live Oak Private Wealth LLC.
He is also the Co-Chief Investment Officer at the firm, he 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.
Mr. Jolley has over 40 years of experience in the fields of investments and financial analysis.
Prior to joining Live Oak Private Wealth, he 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.
He graduated from the University of North Carolina at Chapel Hill and earned his Chartered Financial Analyst® designation in 1994.
Actieve functies van Frank Gehman Jolley
| Bedrijven | Functie | Begin |
|---|---|---|
Live Oak Private Wealth LLC
 Live Oak Private Wealth LLC Investment ManagersFinance Live Oak Private Wealth LLC (LOPW) is a SEC-registered investment adviser and wealth management firm headquartered in Wilmington, North Carolina. The firm was founded in 2018 and is a subsidiary of Live Oak Banking Co., which is owned by Live Oak Bancshares, Inc. (NYSE: LOB). LOPW offers wealth management services to long-term, risk adverse, goal minded high net-worth individuals and families. | Chief Investment Officer | 01-04-2020 |
Eerdere bekende functies van Frank Gehman Jolley
| Bedrijven | Functie | Einde |
|---|---|---|
Jolley Asset Management LLC
 Jolley Asset Management LLC Investment ManagersFinance Founded in 1998, Jolley Asset Management LLC is a registered investment advisor located in Rocky Mount, North Carolina. The firm offers asset management services to individual and institutional investors. | Algemeen Directeur | 01-04-2020 |
| Centura Banks, Inc. | Corporate Officer/Principal | - |
Opleiding van Frank Gehman Jolley
| The University of North Carolina at Asheville | Undergraduate Degree |
Ervaring
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Jolley Asset Management LLC
Jolley Asset Management LLC Investment ManagersFinance Founded in 1998, Jolley Asset Management LLC is a registered investment advisor located in Rocky Mount, North Carolina. The firm offers asset management services to individual and institutional investors. | Finance |
| Centura Banks, Inc. | Finance |
Live Oak Private Wealth LLC
Live Oak Private Wealth LLC Investment ManagersFinance Live Oak Private Wealth LLC (LOPW) is a SEC-registered investment adviser and wealth management firm headquartered in Wilmington, North Carolina. The firm was founded in 2018 and is a subsidiary of Live Oak Banking Co., which is owned by Live Oak Bancshares, Inc. (NYSE: LOB). LOPW offers wealth management services to long-term, risk adverse, goal minded high net-worth individuals and families. | Finance |
