GARY B. CAPLINGER
Senior Vice President and a registered investment advisor.
Mr. Caplinger joined VAN LIEW in 2018. For the past 30 years, Mr. Caplinger was the manager of Caplinger Management of Palm Beach Gardens, Florida, specializing in estate planning, investment management and Trust administration. Prior to that he had been manager and executive vice president of Hospital Trust of Florida, located in Palm Beach, Florida, and a vice president of the Rhode Island Hospital Trust Company and Van Liew Trust Company, located in Providence, Rhode Island. A graduate of Williams College School of Banking, he has been active during this time with various charitable and civic organizations.
SAMUEL H. HALLOWELL, JR.
Senior Portfolio Manager, Senior Vice President and a Founding Partner. Mr. Hallowell was formerly Vice President in the Trust Division of Rhode Island Hospital Trust, and prior to that, was associated with Bay Bank Harvard Trust, Cambridge, and Moseley, Hallgarten, Estabrook & Weeden, Boston. Mr. Hallowell, formerly of Beverly Farms, MA, has a BA in History from Boston University. He was a Director for over 20 years and Past President of the Audubon Society of Rhode Island, and is currently the Chairman of the Investment Committee of St. Martin's Church, Providence, and Board member of the Community Boating Center of Providence.
JOSEPH J. HEALY, CFA
Senior Vice President, Portfolio Manager, Chief Compliance Officer
and Head Trader. Joined VAN LIEW in 1992. Mr. Healy was formerly with The Boston Company Advisors, Inc. A native of Massachusetts, Mr. Healy has a BS degree from Boston College in Finance and Marketing and is a graduate of the ABA National Trust School. He has also earned the Chartered Financial Analyst designation and is a member of the Providence Society of Analysts and the CFA Institute.
KEVIN M. OATES
President, Partner, Chief Operating Officer, Treasurer, and member of the Board of Directors. Joined VAN LIEW in 1991. Mr. Oates was a Certified Public Accountant who was previously with DiSanto, Priest & Co. from August 1985 to April 1991. Previous to that, he was a Senior Tax Consultant with Ernst & Whinney. Mr. Oates, a native of Rhode Island, has a BS/BA with a concentration in accounting from Boston University and is a graduate of the ABA National Trust School and member of the American Institute of Certified Public Accountants.
JAMES M. POWELL, CFA, CAIA
Vice President, Portfolio Manager. Mr. Powell joined VAN LIEW in 2018 and has administrative and portfolio responsibilities. Previously, he was an investment product specialist at Ironwood Investment Management in Boston following almost a decade with Fidelity Investments and several years as a structured finance analyst at Deloitte & Touche in New York City. Prior to his investment career, Mr. Powell served as an infantry officer for nine years in the United States Army. He earned his MBA from the University of Rochester and a BS degree from St. Lawrence University. He is a Chartered Financial Analyst charterholder, a Chartered Alternative Investment Analyst charterholder and a member of the CFA Society Boston. Mr. Powell is currently the treasurer and a trustee at St. Michael’s Country Day School in Newport, RI, and serves on the investment committee at St. Columba’s Chapel in Middletown, RI.
EDWARD K. STAPLES
Vice President, Trust Officer, and Chairman Trust Committee. Mr. Staples joined VAN LIEW in 2006 and has administrative and portfolio responsibilities. Previously, he was an officer of RI Hospital Trust, BankBoston, Fleet National Bank and Bank of America, serving in the Trust and Investment Group and Private Bank for 20 years. Mr. Staples is a graduate of Hobart College and from the ABA National Trust School held at Northwestern University. A native of Rhode Island, Ted has served on the boards of local charitable and civic organizations.
ALFRED B. VAN LIEW
Managing & Founding Partner, Chairman and CEO. Established the Company after 24 years at Rhode Island Hospital Trust. He served at that institution as Chief Executive of the Trust & Investment Management Group and as President and Chief Executive Officer, Hospital Trust, Florida, N.A. Formerly of Long Island, NY, Mr. Van Liew has a BA degree from Brown University. He is on the Board of Trustees at St. Andrew’s School, an advisor to the National Trust of Historic Preservation and a member of the Rhode Island Commodores. Mr Van Liew is also active in many charitable, yachting, and civic organizations.
WADE M. WALBRUN
Senior Vice President and Equity Analyst. Joined VAN LIEW in 1993. Mr. Walbrun was formerly with Wissing Gengler Group, Inc. in the field of Graphic Design. He is responsible for equity research and also functions as the secondary trader of fixed income and equity securities for VAN LIEW. Mr. Walbrun has a BFA from the Rhode Island School of Design and an MBA in Finance from Bryant University.
HENRY F. ANTHONY, II
Vice President. Has been associated with VAN LIEW since 1999. A retired Episcopal priest serving parishes in Rhode Island and Tennessee, he had an earlier career with several Wall Street firms, mostly as a Vice President of Smith Barney, and has served as a professional trustee for several families. Mr. Anthony graduated from Amherst College and earned a Masters of Divinity degree from the School of Theology of The University of the South. He is a former board member of The Emma Bradley Hospital. A native of Rhode Island, he now divides his time between Rhode Island and Florida where he is a resident.
CHARLES A. CALVERLEY, JR.
Vice President. Joined VAN LIEW in 1992. He has administrative and portfolio responsibilities. Formerly President of Pawtucket Trust Company, Mr. Calverley's business career includes Durfee Attleboro Bank and Fleet National Bank. A native Rhode Islander with a BS in Finance and MBA (Cum Laude) from Bryant University, he is a graduate and former faculty member of the Graduate School of Banking at Northwestern University. He has numerous civic and charitable interests.
* Regular participants in the investment process.