Shawn Valliere, JD is a Relationship Manager at Lake Street Advisors. He partners with clients to understand their holistic situation and help them navigate the complexities that accompany significant wealth. With each engagement, Shawn begins by helping families define the purpose of their wealth and map out a path to reach their goals. He believes the integration and coordination of family legal and tax planning, insurance strategies, cash flow forecasting and other key financial decisions is paramount to a family enterprise succeeding for generations to come. Shawn’s practice also focuses on the dynamics of families and the challenges wealth transfer can pose. He helps families prepare rising generations to be exceptional stewards of wealth and create meaningful opportunities to transition family values.
Shawn joined Lake Street Advisors after 15 years with Fidelity Investments. From 2005-2013, Shawn worked for Fidelity Private Client Group, creating and implementing financial plans as well as portfolio allocations. In 2013, Shawn moved to Fidelity Institutional where helped grow and manage clients for Fidelity Family Office Services. He was responsible for leading a team in supporting seventy Single Family Office and Ultra-Wealthy Families. Shawn’s team was accountable for retaining and growing these relationships through consultative support in portfolio construction, manager selection, estate and tax planning, aggregated reporting, family engagements and philanthropy. He also managed a team of Investment, Sales and Relationship Management associates.
He graduated from Saint Anselm College with a Bachelor of Arts in Business Administration. He also holds a Master of Business Administration from The Questrom School of Business at Boston University and Juris Doctor from Suffolk University Law School. Shawn is a member of the Massachusetts Bar Association.
Shawn resides in Bedford, NH with his wife and three young children. He enjoys skiing, golfing and boating on NH lakes when he’s not on the sidelines of various youth sport activities.