Shawn Valliere, JD is a Partner at Lake Street Advisors. Shawn joined Lake Street after 15 years with Fidelity Investments. At Fidelity, he worked in both retail and Institutional divisions. He was responsible for leading a team to support seventy single family offices 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. Shawn holds a BA in Business Administration from Saint Anselm College, a MBA from