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Joe Duran
Amministratore Delegato presso United Capital Financial Partners, Inc.
Profilo
Joseph John Duran is the founder of United Capital Financial Advisers LLC, which was founded in 2005, where he held the title of Co-Head Of Personal Financial Management Group from 2022 to 2023.
He is also the founder of United Capital Financial Partners, Inc., which was founded in 2005, where he holds the title of Chief Executive Officer.
Mr. Duran's former job was as a Principal at Centurion International.
Mr. Duran's education history includes an MBA from The Trustees of Columbia University in The City of New York, an undergraduate degree from St. Louis University, and an MBA from the University of California, Berkeley.
Posizioni attive di Joe Duran
Società | Posizione | Inizio |
---|---|---|
United Capital Financial Partners, Inc.
![]() United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Amministratore Delegato | 01/01/2005 |
Precedenti posizioni note di Joe Duran
Società | Posizione | Fine |
---|---|---|
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Amministratore Delegato | 01/05/2023 |
Centurion International
![]() Centurion International Electrical ProductsProducer Manufacturing Centurion International manufactures antenna and mobile power products. | Corporate Officer/Principal | - |
Formazione di Joe Duran
The Trustees of Columbia University in The City of New York | Masters Business Admin |
St. Louis University | Undergraduate Degree |
University of California, Berkeley | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |
Centurion International
![]() Centurion International Electrical ProductsProducer Manufacturing Centurion International manufactures antenna and mobile power products. | Producer Manufacturing |
United Capital Financial Partners, Inc.
![]() United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Finance |
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