Veteran RIA and Financial Services Leader Jorge Bernal Joins EP Wealth As Chief Operating Officer [Yahoo! Finance]
Goldman Sachs Group, Inc. (The) (GS)
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Source: Yahoo! Finance
TORRANCE, Calif., November 14, 2024 BUSINESS WIRE EP Wealth Advisors , LLC ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with an expanding nationwide footprint and client base, has announced the appointment of longtime Financial Services and Wealth Management leader Jorge Bernal as Chief Operating Officer. Bernal brings more than 30 years of experience leading advisors and other key client-facing and support functions to EP Wealth. Bernal, who most recently served as Chief Operating Officer and Head of Wealth Management at SageView Advisory Group and has also held executive leadership positions at Goldman Sachs, United Capital, Fidelity and JPMorgan, will lead EP Wealth's Wealth Advisory, Marketing, Investments, and Wealth Management Services teams as the firm continues its growth trajectory both organically and through new partnerships. "Jorge and I began a conversation several months ago, but it did not take long for us to realize Jorge's values and ap
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