Shaun Van Vliet

Shaun Van Vliet

Wealth Manager, First Republic Investment Management
New York

Shaun Van Vliet is a Senior Managing Director and Wealth Manager atFirst Republic Investment Management. 

Mr. Van Vliet joined First Republic in 2017 after more than 20 years at Merrill Lynch where he cofounded his team and was responsible for managing $1.5 billion of client assets. In his current role, Mr. Van Vliet provides clients with comprehensive financial planning, including portfolio management, tax minimization strategies, retirement analysis, trust and estate planning, as well as specializing in managing concentrated stock positions. His clients are high-net-worth families, entrepreneurs and their businesses as well as senior corporate executives.  

In 2019, he was recognized by both Forbes and Barron’s as a Top Wealth Advisor for the state of New York. 

Mr. Van Vliet graduated from Georgetown University’s McDonough School of Business and was also a standout baseball player. He is a CERTIFIED FINANCIAL PLANNERTM professional.

Wealth Management Experience: Since 1993

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