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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

Spotlighting an overlooked segment: The very high net worth

Spotlighting an overlooked segment: The very high net worth
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Jp morganMerrill lynchGoldman sachsMorgan stanleyRise growth

RIAs make wonderful business partners, investor says

RIAs make wonderful business partners, investor says
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

New yorkUnited statesJoe duranMerchant investment managementLong term capitalPurshe kaplan sterling investmentsConrad new yorkRise growth

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

Joe Duran s RIA Investment Firm Hires Opto Investments Co-Founder

Will Armenta, an Opto co-founder and advisor to Joe Lonsdale's VC fund, has joined Rise Growth Partners as a managing director.

Darius mirshahzadehTerri kallsenJoe lonsdaleJoe duranGoldman sachsWealth enhancement groupRise growth partnersUnited capitalWill armentaOpto investmentsEnhancement groupRise growth