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Duran's Rise Growth Hires Head of Advisory Partnerships

Stacy Coffey, a former senior vice president of wealth strategies at Wealth Enhancement Group, will lead advisor partnerships at Rise Growth Partners.

Stacy coffeyJoe duranBrian shensonTerri kallsenDarius mirshahzadehWealth enhancement groupGoldman sachsRise growth partnersUnited capitalRise growthWill armentaOpto investmentsCharlesbank capital partners

Joe Duran's Rise venture secures $250 million PE backing

Joe Duran's Rise venture secures $250 million PE backing
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New yorkUnited statesPhil jacobsonDarius mirshahzadehJoe duranMike mirshahzadehDavid katzDan newhallTerri kallsenBrian shensonGoldman sachsRise growth partnersCharlesbank capitalFuture proof

Duran's Rise Growth Raises $250M from Charlesbank

Private equity firm Charlesbank, which also owns a stake in Lido Advisors, will be a majority owner of Joe Duran's Rise Growth Partners.

Joe duranBrian shensonTerri kallsenWealth management groupGoldman sachsRise growth partnersUnited capitalCharlesbank capital partnersRise growthManagement groupWill armentaOpto investments

Despite Some Misses, Future Proof Conference Continues to Innovate

Gathering of financial advisors is bold and different, but not everything worked.

United statesHuntington beachMatt middletonBrian shensonJoe duranNicole caspersonBrad gerstnerFuture proofProof daresAdvisor circleNeeds workDidnt workSays middletonMethod manRise growthAltimeter capital management

Joe Duran to Launch Rise Growth Partners in Early 2024

Joe Duran has revealed his new company, Rise Growth Partners, which will take minority stakes in RIAs and help them become national platforms.

United statesPhil jacobsonAshley wardDan newhallDarius mirshahzadehTiffany burgessGen xersBrian shensonHannah birchardJoe duranMike mirshahzadehGoldman sachsUnited capitalRise growth partnersGrowth partnersManaging partner

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