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

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


Joe Duran is Head of Goldman Sachs Personal Financial Management, after founding the firm’s predecessor entity -- United Capital Financial Partners -- in 2005. He did so after asking himself, “How about building a company that starts with your life and ends with your investments rather than the other way around?” The firm, which is committed to giving its High-Net-Worth clients a personalized experience, includes an RIA and a white-label advice, training, planning and investment management platform.

Duran grew up in Zimbabwe, studied at Saint Louis University and went on to become president of Centurion Capital, an investment advisory firm later sold to General Electric. Over the years, he has written several popular books about money and business, such as “The Money Code: Improve Your Entire Financial Life Right Now.”

In the future, the role of human advisors “will be eviscerated” by technology and thus they must become “bionic,” Duran said, meaning they should let machines do some tasks while evolving how they conduct advisor led human relationships. “Understand the client and help them better understand both themselves and their entire financial life,” he explained.

Agenda Sessions

  • Keynote - 5 Years of Change in 18 Months: What Have We Learned


Speakers at this event