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Joe Duran
CEO & Founding Partner at United Capital


Joe Duran, CFA, is CEO and founding partner of United Capital, the nation’s first and largest financial life management company. He previously built Centurion Capital, which he sold to General Electric Financial in 2001 and served as president. 

United Capital currently manages more than $25 billion in client assets. Duran has columns in both InvestmentNews and Time Inc.’s He was a recipient of the prestigious Ernst & Young Entrepreneur of the Year award in 2015 and the Schwab Pacesetter Impact award. Duran’s most recent book, “The Money Code: Improve Your Entire Financial Life Right Now,” achieved best seller status on both The New York Times and USA Today lists. He has an undergraduate degree from Saint Louis University and MBA degrees from UC Berkeley and Columbia.

Agenda Sessions

  • Lessons from the Future: Building an Advisory Practice in 2020 and Beyond