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Shari J. Burns, CFA®

Vice President, Co-Head Of Office, Seattle

Shari Burns, Seattle, specializes in creating customized portfolio strategies for clients at the Seattle office of Goldman Sachs Personal Financial Management, within the Asset & Wealth Management business of Goldman Sachs.

With over 30 years of investment management experience, her career has included security trading of equities, corporate, treasury and municipal bond markets, financial analyst for several companies and industry groups, and portfolio management of individual and trust portfolios, endowment funds and pension funds. Prior to joining what is now Goldman Sachs Personal Financial Management, Shari started Paragon Investment Management in 1991.

Shari also earned designation as a Chartered Financial Analyst® (CFA®) in 1978 and is a member of the CFA Institute and CFA Society of Seattle. She attended the University of Washington, majoring in finance and economics.

When not in the office, Shari is actively involved in philanthropic events in the community.

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.

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