Lifestyle

Wealth Management Veteran Joe Duran: Here Are the Forces Changing the RIA Landscape

Joe Duran is back to being an entrepreneur: After building and then selling United Capital, a large registered investment advisor, to Goldman Sachs in 2019—and joining Goldman as a partner—he launched Rise Growth Partners, which he calls “a McKinsey-slash-private-equity investor,” last year. Speaking with Barron’s Advisor, Duran describes the target clients of Rise, which has […]
  • maskobus
  • Aug 18, 2025