Catching the Next Wave in Wealth Management: A Prescription for Success

Managing Partner at Rise Growth Partners, Joe Duran, joins the show to share his journey of building successful firms and his insights into the wealth management industry. In this episode, Joe talks about his experience selling two firms to Dow 30 companies (GE and Goldman Sachs) and his role as a Partner at Goldman Sachs leading workplace and personal wealth. Joe delves into the current trends in wealth management, the importance of adapting to market changes, and strategies for success in this competitive field.

Meet Joe Duran

Joe is a serial entrepreneur and an industry visionary in wealth management and wealthtech. 

Most recently Joe was a Partner at Goldman Sachs as Co-Head of the Workplace and Personal Wealth business. Joe founded and was CEO of United Capital, one of the nation’s largest independent wealth management firms, which was acquired by Goldman Sachs in July, 2019. Prior to that he built and sold Centurion Capital, one of the first Turnkey Asset Management Platforms to General Electric where he served as President of GE Private Asset Management (now NYSE listed AssetMark.) 

He has written three books on investing and entrepreneurship and has been on the New York Times and USA bestseller lists. Joe is a sought after conference speaker and appears frequently on a broad spectrum of media from CNBC to Goop.

Joe has MBAs from Columbia University and UC Berkeley, and an undergraduate degree from Saint Louis University. He is a CFA Charterholder and a member of YPO. He has been a Yogi for decades, meditates daily and is an avid beach volleyball player. 

Joe is married to Jennifer and they have three daughters that they cherish.  They live in Laguna Beach, California and Tribeca, New York. They travel frequently, love dining, dancing and live concerts.