Joe Duran
Joe Duran is the Managing Partner of Rise Growth Partners, a synergistic financial partner and wealth management firm focused on supporting high-growth advisory and financial services businesses. A serial entrepreneur and recognized wealth management visionary, Duran has built a distinguished career founding, scaling, and successfully exiting innovative financial firms that have reshaped the wealth management and wealthtech industries. He is best known for founding United Capital, one of the most influential modern registered investment advisory firms, which he successfully sold to Goldman Sachs. Following the acquisition, Duran served as Partner and Co-Head of the Goldman Sachs Personal Financial Management Group, now known as the Workplace and Personal Wealth business, where he helped guide the strategic expansion of Goldman’s wealth platform. In addition to his leadership roles, Duran is a bestselling author, frequent media contributor, and sought-after industry speaker, regularly sharing insights on entrepreneurship, financial advice, wealth management innovation, and the future of financial services across both traditional and digital media platforms.
Joe Duran Professional Experience / Academic History
Professional Experience
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Managing Partner
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Partner and Co-Head of Goldman Sachs Personal Financial Management
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President
Academic History
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M.B.A., Marketing
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M.B.A., Finance
EARLY CAREER
A seasoned entrepreneur and financial services executive, Joe Duran has a proven track record of founding, scaling, and successfully exiting multi-million-dollar companies.
He built and sold businesses to global financial institutions including General Electric and Goldman Sachs, establishing himself as a leading innovator in the wealth management industry.
Duran founded and served as CEO of United Capital, one of the largest independent wealth management firms in the United States, which was acquired by Goldman Sachs.
Prior to that, he founded Centurion Capital and sold the firm to GE, where he went on to serve as President of GE Private Asset Management, now known as AssetMark.
Beyond his executive leadership roles, Duran is widely regarded as a thought leader in investing, entrepreneurship, and financial decision-making, frequently sharing practical insights on money and business growth.
MEDIA PRESENCE & THOUGHT LEADERSHIP
Joe Duran is a highly sought-after keynote speaker and industry commentator, regularly appearing at major conferences and financial forums.
His expertise in finance, leadership, entrepreneurship, and wealth strategy has made him a trusted voice across mainstream and business media.
He is a frequent contributor to CNBC, Fox Business, PBS, and Bloomberg, and has been featured in leading publications including Barron’s, Business Insider, Yahoo! Finance, InvestmentNews, and Real Vision, where he discusses trends shaping the future of wealth management and financial advice.