2020 AdvisorHub Industry in Transition Speaker: Joe Duran

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Joe Duran

Managing Director Goldman Sachs, Head of Personal Financial Management

Joe is head of Personal Financial Management, a Goldman Sachs company that extends wealth management to the affluent and distributes aproprietary fintech platform into the Registered Investment Advisor channel. He joined Goldman Sachs as a partner in 2019 as part of Goldman Sachs’ acquisition of United Capital, which was subsequently renamed Personal Financial Management.

Joe founded United Capital in 2005. Before that, he served as president of GE Private Asset Management, which he built and sold to GE as president of Centurion Capital in 2001.

Joe has written three books, including The Money Code, which was listed on The New York Times and USA Today’s bestseller lists.

Joe earned a BS in Business Administration from Saint Louis University and MBA degrees from Columbia University and the University of California, Berkeley. He is a CFA charterholder.

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