Joe Duran in

Joe Duran

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Managing Partner at Rise Growth Partners
📍 Newport Beach, California, United States

Joe Duran is a serial entrepreneur and visionary in wealth management, currently serving as Managing Partner at Rise Growth Partners. He previously founded United Capital, which he sold to Goldman Sachs where he became a Partner and Co-Head of Personal Wealth. He holds MBA degrees from both Columbia University and UC Berkeley, and is a CFA Charterholder.

Outside of work, Joe is a dedicated husband and a father to three daughters. Born in Spain and raised in Zimbabwe, he is a published author, a daily meditator, a longtime Yogi, and an avid beach volleyball player. He and his wife share a passion for travel, dining, dancing, and live music.

He immigrated to the United States from Zimbabwe at age 18 with only $200, started his career on minimum wage, and eventually sold his company, United Capital, to Goldman Sachs for $750 million.

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Experience
30 Years
Current Role
Managing Partner
Location
Newport Beach, California, United States
Personality Overview

How Joe shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joe cares about

Wealth Management Evolution
A career focus on improving wealth management, from founding United Capital to his current role at Rise Growth Partners, helping middle-market RIAs scale their businesses.
Entrepreneurship
A serial entrepreneur who founded and sold two successful firms (Centurion Capital and United Capital) and authored books on the topic, including "Start It, Sell It and Make a Mint. "
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Career

Work history

1-2024
Managing Partner
Rise Growth Partners
1-2024
Managing Partner
Rise Growth Partners
5-2023 - 2-2024
Chief Executive Officer
Self-employed
7-2019 - 5-2023
Managing Director Goldman Sachs, Head of Goldman Sachs Personal Financial Management
Goldman Sachs Ayco
2-2005 - 7-2019
Founder & CEO
United Capital Financial Partners, Inc
In the press

Media appearances

How to Build, Sell & Scale a World-Class RIA – Joe Duran (Rise Growth Partners). Featured in YouTube
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Joe Duran and Terri Kallsen of Rise Growth Partners – 2025 Forecast. Featured in Spotify
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Education
Chartered Financial Analyst
CFA Institute
Master of Business Administration - MBA
Columbia University
Master of Business Administration - MBA
Columbia Business School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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