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Joe Duran

United Capital Financial Advisers


Speaker Bio

Joe Duran is a well-known industry visionary, entrepreneur, investor, author, and sought-after industry speaker. He is the chief executive officer and a founding partner of United Capital, a financial life-management company that holds more than $16 billion in client assets and advises on $7 billion in plan assets.



Previously, Mr. Duran was president of GE Private Asset Management, which he oversaw after selling his own advisory, Centurion Capital, to General Electric. His columns appear regularly in InvestmentNews and Money.com, and he is a frequent contributor to CNBC, Fox Business, Bloomberg, and PBS. He is the author of the best-selling book The Money Code: Improve Your Entire Financial Life Right Now. Mr. Duran has received the Ernst & Young Entrepreneur of the Year award and the Schwab Pacesetter IMPACT Award™. He has a bachelor’s degree from Saint Louis University and master of business administration degrees from the University of California, Berkeley, and Columbia Business School. He is a Chartered Financial Analyst®. 

Speaker Sessions