Joe Duran currently serves as the Managing Partner at Rise Growth Partners, focusing on shaping and improving wealth management since January 2024. Prior to this role, Joe held the position of Managing Director and Head of Personal Financial Management at Goldman Sachs Ayco from July 2019 to May 2023. Joe is also the Founder and CEO of United Capital Financial Partners, Inc., a role held from February 2005 to July 2019, and earlier served as President at GE from 1993 to 2002. Joe Duran holds multiple MBAs, including from Columbia University and the University of California, Berkeley, as well as a Chartered Financial Analyst designation from the CFA Institute.
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