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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Joe Duran
Executive Managing Partner at Rise Growth Partners
Speaker

Profile

Joe Duran is a serial entrepreneur and visionary in wealth management and wealthtech. In 2024, he launched Rise Growth Partners (‘Rise’), the industry’s first harmonious financial partner, providing capital and strategic expertise to middle-market RIAs.
Previously, Joe was a Partner at Goldman Sachs, Co-Head of Workplace and Personal Wealth, and founder of United Capital, which was acquired by Goldman Sachs in 2019. Before that, he built and sold Centurion Capital to General Electric, where he served as President of GE Private Asset Management.

A bestselling author, sought-after speaker, and media contributor, Joe holds MBAs from Columbia and UC Berkeley and is a CFA Charterholder. He is a longtime Yogi, daily meditator, and avid beach volleyball player. Joe and his wife, Jennifer, cherish their three daughters and share a passion for travel, dining, dancing, and live music.

Agenda Sessions

  • Financial Feud featuring Michael Kitces and Joe Duran

    9:30am