BankUnited today announced it has entered into an agreement with United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management to provide BankUnited’s commercial and corporate clients investment advisory and retirement plan consulting services.
“From retirement plan consulting to investment advisory, communication, and education, we believe Goldman Sachs Personal Financial Management will deliver a broad range of top-level retirement program planning services to help our clients’ retirement programs thrive,” said BankUnited COO Thomas M. Cornish. “We are excited to add this program to our lineup of offerings to corporate and commercial clients.”
The arrangement represents the first of its kind for BankUnited, which will roll out the program to eligible corporate and commercial clients through their relationship bankers beginning in the third quarter of this year.
“At Goldman Sachs Personal Financial Management, we understand the challenges companies face when it comes to maintaining the right retirement programs for their employees,” said Joe Duran, Managing Director, Head of Goldman Sachs Personal Financial Management. “Our goal is to engage clients in action-focused conversation to help them improve the retirement programs they offer, and ultimately improve the financial lives of plan participants.”
With banking centers throughout Florida and the New York metropolitan area, BankUnited consistently ranks as one of the top regional banks in Florida and the nation and is one of the largest independent depository institutions headquartered in Florida by assets. For additional information, call (877) 779-2265 or visit www.BankUnited.com.
About BankUnited, N.A.
BankUnited, Inc.(NYSE: BKU), with total assets of $33.6 billion at March 31, 2020, is the bank holding company of BankUnited, N.A., a national bank headquartered in Miami Lakes, Florida with banking centers in Florida and New York metropolitan area. For additional information, call (877) 779-2265 or visit www.BankUnited.com. BankUnited can be found on Facebook at facebook.com/BankUnited.Official and on Twitter @BankUnited.
Investment advisory services offered through United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser. United Capital Financial Advisers, LLC, United Capital Risk Management, PFE Advisors, Inc., and United Capital Financial Partners (together the “United Capital Affiliates”) are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, “Goldman Sachs”) are engaged in businesses and have interests other than the services provided by the United Capital Affiliates.