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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.

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Opto-investments

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.

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Merrill-lynch
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Rise-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.

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United-states
Joe-duran
Merchant-investment-management
Long-term-capital
Purshe-kaplan-sterling-investments
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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.

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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.

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Terri-kallsen
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