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SageView Advisory Group Appoints Former Goldman Managing Director Jorge Bernal As Chief Operating Officer

/PRNewswire/ SageView Advisory Group ("SageView"), one of the nation s leading independent RIA firms, announced today it appointed Jorge Bernal as Chief.

United statesNorth carolinaNewport beachCullen reifJim darioSageview richmondGoldman sachsJulie katsnelsonNichole labottJeremy hollyTara eganJeff grattonTony notermannFidelity investmentsHigh point universityTd ameritrade

SageView Advisory Group Advances Growth Momentum with Addition of Jim Dario as Head of Wealth Management

Seasoned Industry Leader with Experience from TD Ameritrade Institutional, Pershing and Fidelity Joins Aquiline Capital-Backed RIA to Support Ongoing Expansion.

United statesNewport beachJeremy hollyJim darioTony notermannInstitutional wealth services for fidelity investmentsHead of corporate finance at advisor groupAdvisor groupCorporate development advisor financial solutionsSageview advisory groupHaven tower groupOregon state universitySeasoned industry leaderFidelity joins aquiline capital backedSupport ongoing expansionLeveraging retirement plan advisory leadership

SageView Advisory Group Advances Growth Momentum with Addition of Jim Dario as Head of Wealth Management

Seasoned Industry Leader with Experience from TD Ameritrade Institutional, Pershing and Fidelity Joins Aquiline Capital-Backed RIA to Support Ongoing Expansion.

United statesNewport beachJeremy hollyJim darioTony notermannInstitutional wealth services for fidelity investmentsHead of corporate finance at advisor groupAdvisor groupCorporate development advisor financial solutionsSageview advisory groupHaven tower groupOregon state universitySeasoned industry leaderFidelity joins aquiline capital backedSupport ongoing expansionLeveraging retirement plan advisory leadership

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