Shari J. Burns, CFA®MANAGING DIRECTOR
Shari J. Burns is a Managing Director of the United Capital Seattle office, a highly focused investment practice specializing in customized portfolio strategies for families, trusts and foundations. Prior to partnering with United Capital, Shari started Paragon Investment Management in August of 1991.
With over 30 years of investment management experience, Shari’s career has included security trading of equities, corporate, treasury and municipal bond markets; financial analysis of several company and industry groups; and portfolio management of Individual and Trust portfolios, Endowment Funds and Pension Funds. While with Rainier Bank for over 13 years, she set up the Private Client group and managed the Personal Asset Management Group from 1987-1990. Shari was instrumental in starting Private Banking in 1983, creating an Investment Counseling group for Private Banking clients in 1983-1989 and managing pension portfolios and equity common trust funds for the Trust Division from 1978-1982.
Shari attended the University of Washington and majored in Finance and Economics. She received her professional designation of CFA (Chartered Financial Analyst) in 1978. She is a member of the CFA Institute and the CFA Society of Seattle. She is actively involved in philanthropic interests.