Jorge Bernal - Managing Director

Jorge Bernal

Managing Director

Jorge is responsible for overseeing operations of Goldman Sachs Personal Financial Management and the work of those responsible for leading the execution of business strategies. In addition to his responsibility for day-to-day management of the organization, Jorge is directly responsible for the people & organization and operations functions as well as working with the Compliance department.

Prior to joining the firm, Jorge held senior leadership roles at various firms including Fidelity Investments, JP Morgan Chase, and Citibank. He has extensive experience leading large, global operations and brings over 20 years of operational expertise to the firm.

Jorge graduated from High Point University with a BS in international business.

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.