Jorge Bernal is Chief Operating Officer at SageView, providing strategic leadership and oversight for SageView’s operations across more than 30 nationwide offices. He helps to set and execute on SageView’s strategic vision while maximizing scale and efficiency and ensuring excellent client experience.
Prior to joining SageView in 2022, Jorge was Managing Director and Co-Head of Advisory Services at Goldman Sachs and before that, Managing Director and Chief Operating Officer at United Capital Financial Advisors. He has worked in the financial services industry for over 30 years, previously holding leadership positions at Fidelity Investments and JP Morgan Chase.
Jorge earned a bachelor’s degree in Business Administration and International Management from High Point University in North Carolina. He also holds FINRA Series 7, 24, and 63 registrations.