Biography
Kevin Oates serves as President, Partner, Chief Operating Officer, and Treasurer of Van Liew Trust Company, overseeing the firm’s operational, administrative, and financial functions while supporting long-term strategic planning and governance.
Experience & Background
Kevin joined Van Liew Trust in 1991 and has played a central role in the firm’s leadership and operational development. He brings extensive experience in managing the firm’s internal operations while supporting its continued growth and client service initiatives.
Investment Approach
Kevin approaches his role with a focus on long-term stability, operational excellence, and thoughtful decision-making. He emphasizes disciplined management and strategic planning to support both the firm and its clients over time.
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.
