trending Market Intelligence /marketintelligence/en/news-insights/trending/fg02_m29xpohxgpipwmjng2 content
Log in to other products

Login to Market Intelligence Platform

 /


Looking for more?

Contact Us
In This List

Live Oak Bancshares unit launches wealth management company

Banking Essentials Newsletter - November Edition

University Essentials | COVID-19 Economic Outlook in Banking: Rates and Long-Term Expectations: Q&A with the Experts

Estimating Credit Losses Under COVID-19 and the Post-Crisis Recovery

StreetTalk – Episode 70: Banks' Liquidity Conundrum Could Fuel M&A Activity


Live Oak Bancshares unit launches wealth management company

Live Oak Bank has launched Live Oak Private Wealth, a company that will provide wealth and investment management strategies to high-net-worth individuals and their families.

Andy Basinger, Jason Carroll, Bill Coleman and Connor Keller were appointed managing directors.

Basinger has more than 16 years of wealth management experience, according to the bank. Carroll, who has been with Live Oak for five years, has more than 20 years of experience in investment advising and the financial services industries. He also previously was managing director of Live Oak's investment advisory lending team. Coleman has joined the company with 32 years of experience in investment advising. Keller, who has 20 years of experience, previously was a financial adviser for a large regional brokerage and investment banking firm.

Live Oak Bank is a subsidiary of Wilmington, N.C.-based Live Oak Bancshares Inc.