1-844-VANLIEW

MANAGEMENT TEAM

Alfred B. Van Liew

Chairman, CEO

 

Kevin M. Oates

President, Chief Operating

Officer, and Treasurer

Samuel H. Hallowell, Jr.

Senior Portfolio Manager

 

Joseph J. Healy, CFA®

Portfolio Manager

 

Edward K. Staples

Chairman Trust Committee

and Portfolio Manager

James M. Powell, CFA®, CFP®

Portfolio Manager and  

external manager research

Lydia R. Owen, CFP®

Portfolio Manager

 

Wade M. Walbrun

Equity Analyst