Shaun Van Vliet
Shaun Van Vliet
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.1
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
1Professionals were eligible for this list with ranking determination based on quantitative criteria including individual, as well as team, assets under management and revenue generated; and on qualitative measures derived from telephone and in-person interviews and surveys including service model, investing process, client retention, industry experience and firm nominations. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research. The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.
Check the background of this investment professional on FINRA's BrokerCheck.