Jorge BernalManaging Director, Chief Operating Officer
What's your dream for the company?
My dream is that we deliver on our promises such that we are viewed as the most trusted company in the financial services industry.
What are three words people use to describe you?
Driven, authentic, loyal
When you are not working, what do you care about most?
My loved ones—nothing makes me happier than to spend time with the people I love.
What's your MoneyMind®?
Jorge is a member of the executive leadership team and is responsible for overseeing operations of the company and the work of executives 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 Client Experience, People & Organization, Investment Management, and Operations divisions of United Capital, as well as working with the Compliance Department.
Prior to joining United Capital, 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.