Rise Growth Partners Team

Joe Duran is a wealth management visionary and a serial entrepreneur known for building and scaling some of the industry’s most influential firms. As Chief Investment Officer of Rise Growth Partners, Joe works closely with growth-oriented RIAs, partnering with them to grow into lighthouse brands and bring their visions to life. He founded Rise to fill a critical gap in the market by delivering strategic expertise, capital, and support to a select group of RIA firms ready to scale with intention and retain control of their future. His passion for helping firms find a better path forward stems from the lessons he learned along his own journey of creating successful enterprises. Prior to launching Rise, 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. 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 AssetMark). A recognized voice in the industry, Joe is a sought-after speaker, appears frequently in the media, and contributes regularly to Citywire RIA and InvestmentNews. He is the author of three best-selling books on investing and entrepreneurship and serves as co-host of the Rise Up! with Rise Growth Partners podcast where he shares inspiring ideas with RIA leaders and advisors. Joe holds MBAs from Columbia University and UC Berkeley, an undergraduate degree from Saint Louis University, and is a CFA® Charterholder, and longtime member of YPO.