SageView Advisory Group COO Jorge Bernal Recognized as a Top Hispanic Industry Leader
Bernal Named Hispanic COO of the Year as Part of the Publication’s Pathfinder Awards Series
NEWPORT BEACH, Calif. (Oct. 2023) — SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, announced its Chief Operating Officer Jorge Bernal has been named a 2023 Top Hispanic Industry Leader by Wealth Solutions Report. Bernal, who joined SageView in July 2022, was awarded Hispanic COO of the Year.
The recognition is part of Wealth Solutions Report’s annual invitation-only Pathfinder Awards series that honors excellence in executives and professionals from underrepresented communities in wealth management and organizations that advance them. Pathfinder Awards are announced during Black History Month, Women’s History Month, AAPI Heritage Month and National Hispanic Heritage Month.
“I am honored and flattered to be recognized among a group of distinguished leaders and wealth management professionals,” Bernal said. “Helping SageView and its advisors grow has been a rewarding task since joining the firm, and I have a great team to thank for our continued success.”
Bernal’s responsibilities include strategic leadership and oversight of operations at SageView in addition to partnering with the executive team to set and execute the firm’s growth strategy. Prior to joining SageView, he was a Managing Director and co-Head of Advisory Services at Goldman Sachs Personal Financial Management where he led more than 250 advisors with approximately $35 billion in assets.
SageView CEO John Longley said, “Jorge is an incredible asset to SageView’s executive team with his experience, knowledge and leadership style. I’m thrilled to see his efforts recognized as a leader in our industry."
SageView provides wealth management services in addition to advising on more than 2,100 defined contribution, defined benefit and deferred compensation plans. It has acquired 10 firms since January 2021 when it established a partnership with Aquiline Capital Partners, a leading financial services and technology-focused private equity firm. SageView continues to identify new advisors through acquisitions and recruiting who are a strong cultural and growth fit for the firm.
About SageView Advisory Group
SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the U.S. Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView services include consulting and investment management for plan sponsors of 401(k), 403(b), 457, defined benefit and deferred compensation plans, and comprehensive wealth management and financial planning services for individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.
SageView makes recommendations based on the specific needs and circumstances of each client. Clients should consider their own investment objectives and not rely on any single article, marketing piece, fact sheet, graph, or similar material to make investment decisions. The information contained herein is intended for informational purposes only and is not a recommendation to buy or sell any securities. SageView does not provide legal, tax or accounting advice. Clients should obtain their own independent advisors for such services. SageView advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is not a guarantee of future results.
For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.