Marjanne Masterman

Marjanne Masterman, CFP®

VICE PRESIDENT, CO-HEAD OF OFFICE

Marjanne Masterman is responsible for overall office operations, including client service coordination and the implementation of investment strategies and financial planning services for the Seattle office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.

She has more than 35 years of experience in the securities industry. Marjanne began at Charles Schwab in 1978 and, after five years, joined the new Bank Brokerage Unit at Rainier National Bank. When this unit became a subsidiary of the bank, Marjanne was promoted to President and General Principal of the subsidiary. She joined Paragon Investment Management, now Goldman Sachs Personal Financial Management, in 1992.

Marjanne is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a member of the Institute of Certified Financial Planners.

Outside of the office, Marjanne enjoys spending time with family and friends, baking and enjoying nature. Marjanne and her husband live on Hood Canal.

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.