Shawn Wallace, CLTC

Managing Director

Shawn is Managing Director and heads the Pilot Services at the Robertson Stephens Denver office.

Prior to Robertson Stephens, Shawn was Managing Director at Ratio Wealth Group. Shawn has been a dedicated planning agent for over seven years, focusing on the comprehensive insurance and investment needs of affluent clients throughout the country. He offers expertise in optimization tactics during the accumulation phase, as well as tax efficient distribution strategies for clients. Shawn also brings a unique perspective and industry knowledge to the table as a United Airlines 787 Captain and Instructor/Evaluator.

After graduating from Indiana State with a Bachelor of Science Degree in Aerospace, Shawn flew for the United States Air Force and is a proud combat veteran of Desert Storm. Shawn lives in Denver with his wife and two sons, and they all love to travel and are avid sports fans. Shawn is also an avid microbrew fan and will happily tell you his favorites. He is also an Executive Board Member of the Wings Over the Rockies Air and Space Museum. He holds the Certified Long-Term Care® (CLTC) designation.

Connect With Shawn