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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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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 Duran , Brian Shenson , Terri Kallsen , Wealth Management Group , Goldman Sachs , Rise Growth Partners , United Capital , Charlesbank Capital Partners , Rise Growth , Management Group , Will Armenta , Opto 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 Mirshahzadeh , Terri Kallsen , Joe Lonsdale , Joe Duran , Goldman Sachs , Wealth Enhancement Group , Rise Growth Partners , United Capital , Will Armenta , Opto Investments , Enhancement Group , Rise Growth ,