Biography
Joseph Healy serves as Senior Vice President and Portfolio Manager at Van Liew Trust Company. He works closely with clients across the firm, helping guide investment strategy while supporting both portfolio management and administrative functions.
Experience & Background
At Van Liew, he plays a central role in the firm’s investment process as a member of both the Investment Committee and Trust Committee, contributing to portfolio strategy, trade execution, and compliance oversight.
Investment Approach
Joe emphasizes a practical and personalized approach to investing, helping clients understand how individual investment decisions contribute to their broader financial goals. He values long-term relationships built on trust, communication, and consistency, and believes the firm’s strength lies in its accessibility and personalized service. Clients work directly with experienced professionals, allowing for more thoughtful, responsive, and customized guidance.
Education & Credentials
- BS – Boston College
- ABA National Trust School Graduate
- Chartered Financial Analyst®
- Member, CFA® Society Providence
- Member, CFA® Institute
A Conversation About Your
Financial Priorities
We welcome the opportunity to learn more about your circumstances and discuss how we may serve you with thoughtful guidance and disciplined oversight.
