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Connor Keller

Managing Director

Live Oak Private Wealth

United States, Massachusetts, Wilmington

About Me

Connor Keller is a Managing Director at Live Oak Private Wealth. Connor leverages his extensive experience in options trading and passion for custom investment strategies to provide insight and direction to the asset management team. He is involved in asset allocation, investment policy and portfolio management, while also serving on the Investment Committee. Connor joins Live Oak Private Wealth with more than 20 years of experience in investment management and brings a focused expertise in options trading. He previously served as a senior relationship and portfolio manager for a large regional brokerage and investment banking firm. In that role, he worked closely with individuals, foundatio
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Profile Information

Managing Director

Live Oak Private Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Wilmington

Massachusetts

United States

May 15, 2024

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