Leota TrainorAssistant, Administrative Manager, Shepherdstown
Leota Trainor, Shepherdstown, is responsible for internal office support at the Northern Shenandoah Valley – Shepherdstown office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
Leota brings 30 years of experience in the financial advising industry with extensive knowledge of firm operations and internal office support, first working with HFI Wealth Management and United Capital Financial Advisers, now known as Goldman Sachs Personal Financial Management.
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.