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Joe Duran

United Capital

Speaker Bio

Joe Duran is Chief Executive Officer and founding partner of United Capital, the nation’s first and largest financial life management company. A proven entrepreneur, experienced investor, best-selling author, and sought-after industry speaker, Joe sold his prior company to GE Financial and served as President of GE Private Asset Management. United Capital currently manages more than $22 billion in client assets. The firm has more than 80 locations and 665 employees. Joe has featured columns in both InvestmentNews and Time Inc.’s He is a frequent contributor to CNBC, Fox Business, Bloomberg, and PBS and appears regularly in both traditional and online media. Joe was a recipient of the prestigious Ernst & Young Entrepreneur of the Year award in 2015 and the Schwab Pacesetter Impact award. His most recent book, “The Money Code: Improve Your Entire Financial Life Right Now,” achieved best-seller status on both The New York Times and USA Today lists. Joe has an undergraduate degree from Saint Louis University and MBA degrees from both UC Berkeley and Columbia University. He earned his Chartered Financial Analyst designation in 1997. Most importantly, Joe is lucky to have a wonderful family that inspires him every day. Joe, his wife, Jen, and their daughters, Charlotte, Juliette, and Samantha, live in Newport Coast, CA.

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