Rise Growth Partners, an RIA investing company founded by ex-United Capital CEO Joe Duran, has announced significant new hires for its executive team. Jennifer Geoghegan joins as Chief Marketing Officer, having previously served in elevated roles at Circle Wealth Management and The Colony Group. Tony Ling steps in as Managing Partner, Investments, bringing experience from Corsair Capital and JPMorgan. The firm emphasizes strategic growth by acquiring minority stakes in RIAs with assets ranging from $1 billion to $7 billion, aiming to boost them into national platforms. Recent funding of $250 million from Charlesbank Capital Partners has fortified this mission. Additional hires include seasoned professionals to oversee operational partnerships and advisory teams, highlighting the firm’s robust expansion strategy in the competitive RIA landscape.
Financial Services, Private Equity,United States
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