CoverProfile

Frank Jolley

Managing Director & Co-Chief Investment Officer

Live Oak Private Wealth

United States, North Carolina, Rocky Mount

About Me

As a Managing Director and Co-Chief Investment Officer at Live Oak Private Wealth, Frank Jolley 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. Frank has over 40 years of experience in the fields of investments and financial analysis. Prior to joining Live Oak Private Wealth, Frank 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. Frank graduated from the University of North Carolina at Chapel Hill and earned

View more

Profile Information

Managing Director & Co-Chief Investment Officer

Live Oak Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Rocky Mount

North Carolina

United States

Jul 25, 2024

More profiles to browse

BC
Bill Coleman
Managing Director & Co-Chief Investment Officer
AB
Andy Basinger
Managing Director
Profile Photo
Bill Collier
Managing Director
CK
Connor Keller
Managing Director

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management