Profil
Ms. Charolette A. Yeomans is Vice President at Van Liew Trust Co. She joined the firm in 1997.
She was formerly a Vice President of the Bank of Newport.
A resident of Newport, RI, Ms. Yeomans is Treasurer/Secretary of Trustees of Long Wharf and Public School, a member of the Trust & Investment Commission for the City of Newport and is active in other charitable and civic organizations..
Ms. Yeomans received a BS degree in education from Rhode Island College, certification in Financial Planning, a graduate degree in Banking from the National School of Banking and graduated with honors in 2000 from the Cannon Financial Institute.
Anciens postes connus de Charolette A. Yeomans
| Sociétés | Poste | Fin |
|---|---|---|
Bank of Newport (California)
Bank of Newport (California) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
Van Liew Capital, Inc.
Van Liew Capital, Inc. Investment ManagersFinance Van Liew Capital manages client accounts on a discretionary and non-discretionary basis using both a growth and value investing approach, with the flexibility to adapt to changing market environments as determined by investor psychology and the economic cycle. The firm’s equity strategy is guided by growth, economic valuation, and financial criteria. Their fixed-income investment strategy strives to maximize returns and minimize risk by creating a fixed-income portfolio that can achieve a balance between modest capital appreciation, preservation of principal, and the generation of a high and predictable stream of income. The closely monitored process is a combination of top-down, the analysis of macroeconomic factors, and bottom-up, the picking of stocks and bonds subject to both fundamental and technical analysis. | Gestionnaire de Portefeuille-Actions | - |
Formation de Charolette A. Yeomans
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Van Liew Capital, Inc.
Van Liew Capital, Inc. Investment ManagersFinance Van Liew Capital manages client accounts on a discretionary and non-discretionary basis using both a growth and value investing approach, with the flexibility to adapt to changing market environments as determined by investor psychology and the economic cycle. The firm’s equity strategy is guided by growth, economic valuation, and financial criteria. Their fixed-income investment strategy strives to maximize returns and minimize risk by creating a fixed-income portfolio that can achieve a balance between modest capital appreciation, preservation of principal, and the generation of a high and predictable stream of income. The closely monitored process is a combination of top-down, the analysis of macroeconomic factors, and bottom-up, the picking of stocks and bonds subject to both fundamental and technical analysis. | Finance |
Rhode Island College
Rhode Island College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of Newport (California)
Bank of Newport (California) Regional BanksFinance State chartered commercial bank | Finance |
















