Shaun Van Vliet

Shaun Van Vliet

Wealth Manager, First Republic Investment Management
New York
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2019
  • Top Advisor Rankings by State
    Barron's, 2019

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Shaun Van Vliet

Wealth Manager, First Republic Investment Management
New York
  • Wealth Management Experience Since 1993
    Shaun Van Vliet is a Senior Managing Director and Wealth Manager at First 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.
  • Professional Designation
    He is a CERTIFIED FINANCIAL PLANNER™ professional.
  • Education
    Mr. Van Vliet graduated from Georgetown University’s McDonough School of Business and was also a standout baseball player.
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