Senior 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 CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Alternative Investment Analyst charterholder, a member of the CFA Society Boston and a member of the Financial Planning Association®.  Mr. Powell is currently the treasurer and a trustee at St. Michael’s Country Day School in Newport, RI.

Mr. Powell can be reached at jpowell@vanliewtrust.com