Joseph J. Duran, CFA®
Chief Executive Officer
Executive Team
Joseph J. Duran, CFA®, is the Chief Executive Officer and Co-Founding Partner of United Capital Financial Partners, Inc. and is a recognized expert in the field of entrepreneurship. United Capital is one of the fastest growing financial advisory firms in the country and is a Transformational Acquirer of financial advisory firms. United Capital currently oversees 8 billion dollars in total assets. Since its founding in 2005, the firm has grown to over 100 employees with 13 offices around the country and thousands of clients.
Prior to starting UCFP, Joe was President of GE Private Asset Management, formerly Centurion Capital Management. He joined Centurion in 1992 when it was a small independent adviser and led the company to rapid growth with billions under management, culminating in the sale to GE Financial in 2001.
During his tenure as the business leader he created valuable firms with nationwide coverage, built unique investment solutions and consummated many multi-million dollar acquisitions. Joe actively raised capital from two private equity funds (Grail Partners, LLC and Putnam Lovell Partners) to invest in both firms, with over 15 million dollars of capital invested in each.
Joe holds the Chartered Financial Analyst designation and received MBA degrees from Columbia University in New York and the University of California at Berkeley. He did his undergraduate work at Saint Louis University earning a BS in Finance & Marketing.
Joe is the author of two nationally published books: Start It, Sell It and Make a Mint: 20 Wealth Creating Secrets for Business Owners (Wiley and Sons, 2004), and The First Time Investors Workbook (McGraw Hill, 2001). Joe is a frequent contributor to a wide variety of media outlets, including CNBC, Bloomberg TV and radio, CNNfn and dozens of radio shows. His articles have appeared in over a hundred magazines and he has been featured on numerous websites.