

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
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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