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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

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

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