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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Joe Duran
Head of Goldman Sachs Personal Financial Management at Goldman Sachs

Profile

Joe is co-head of Personal Financial Management Group, which includes Ayco and Personal Financial Management (PFM). He is a member of the Consumer and Wealth Management Inclusion and Diversity Council and Steering Committee.

Joe joined Goldman Sachs as a partner in 2019 as part of Goldman Sachs’ acquisition of United Capital, which was subsequently renamed Personal Financial Management.

Joe founded United Capital in 2005. Before that, he served as president of GE Private Asset Management, which he built and sold to GE as president of Centurion Capital in 2001.

Joe has written three books, including The Money Code, which was listed on The New York Times and USA Today's bestseller lists.

Joe earned a BS in Business Administration from Saint Louis University and MBA degrees from Columbia University and the University of California, Berkeley. He is a CFA charterholder.

Agenda Sessions

  • EDGE Visionary - What Clients Want: Bringing Together Technology With Human Touch To Improve Client Satisfaction

    4:50pm