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Lisa Pantages of the San Francisco Giants, Named FWSF 2024 Financial Woman of the Year

Lisa Pantages of the San Francisco Giants, Named FWSF 2024 Financial Woman of the Year
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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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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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