Joe Duran
Joe Duran is Managing Partner of Rise Growth Partners, a synergistic financial partner and wealth management firm. Joe is a serial entrepreneur and industry visionary in wealth management and wealthtech. With a proven track record of building and growing successful companies, he is widely recognized for his leadership in the wealth management industry, having founded and led innovative financial firms that transformed the sector. Joe is best known as the prominent advisor who built and sold United Capital to Goldman Sachs. He then served as Partner and Co-Head of the Goldman Sachs Personal Financial Management Group, which has been renamed the Workplace and Personal Wealth business. Joe is also a bestselling author and industry visionary who frequently appears in traditional and online media.
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 expert, Joe has a proven track record of building and growing successful companies.
He started and sold multi-million-dollar companies to global financial giants General Electric and Goldman Sachs.
He founded and was CEO of United Capital, one of the nation’s largest independent wealth management firms, which was acquired by Goldman Sachs.
Prior to United Capital, he built Centurion Capital and sold it to GE, where he became President of GE Private Asset Management, now AssetMark.
Beyond his professional endeavors, Joe is a thought leader who shares valuable perspectives on money, investing, and entrepreneurship.
RECOGNITIONS
2015 Ernst & Young Entrepreneur of the Year
Schwab Pacesetter Impact Award
MEDIA & PUBLICATIONS
Joe is also sought after conference speaker and appears frequently on a broad spectrum of media.
His insights on finance, leadership, and business strategy have made him a sought-after speaker and advisor.
He is a frequent contributor to CNBC, Fox Business, PBS, and Bloomberg.
He has also been featured in Barron's, Business Insider, Yahoo! Finance, InvestmentNews, and Real Vision.