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This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for edu ...
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Title Closing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at Ellevest Guest Dr. Sylvia Kwan, CFA®, CAIA® CEO & CIO Ellevest Website www.ellevest.com About Dr. Kwan Dr. Sylvia Kwan, CFA®, CAIA® is the Chief Executive Officer and Chief Investment Officer at Ellevest. Dr. Kwan is a Chartered Financial Analyst with more than 30 years of i…
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This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market - Meet Paul S. Stanley Managing Partner At Granite Bay Wealth Management Guest: Paul S. Stanley, CFP®, CPM® Managing Partner At Granite Bay Wealth Management $450M AUM Website: https://granitebaywm.com/ Bio: Paul graduated from Bentley College with a Bachelor’s in Economic…
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Description: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value —…
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Guest Name: Scott Buchanan, COO, of Bitcoin Depot $BTM Website: https://bitcoindepot.com/ Ticker: NASDAQ: BTM Bio: Scott Buchanan serves as the COO of Bitcoin Depot, where he oversees the day-to-day operations of the business as well as long-term strategic planning. In his role, Scott applies his long-standing passion for solving complex problems a…
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Guest: Heath Fountain CEO of Colony Bankcorp Website: https://colony.bank/ Ticker: CBAN Bio: T. Heath Fountain is the Chief Executive Officer of Colony Bankcorp, Inc., a leading community bank headquartered in Fitzgerald, Georgia. Fountain joined Colony Bank on July 30, 2018, as President and CEO, and also serves on the company’s Board of Directors…
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The Power of the Patch: Serguei Melnik Shares How Nutriband Is Disrupting The Drug Delivery Business Guest Serguei Melnik Founder & President Nutriband Ticker: NTRB Website: https://www.nutriband.com/ Bio: Mr. Melnik has been involved in general business consulting for companies in the U.S. financial markets and setting up legal and financial frame…
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Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yoneson Risk, Reward, and Leveraged ETFs Guest: Douglas Yones CEO of Direxion Company: Direxion ETF Website: https://www.direxion.com/ AUM: $50 Billion Bio: As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institution…
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Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR) Guest E. Brandon Robinson, Co-Founder & CEO, Horizon Aircraft $HOVR Ticker: HOVR Website: https://www.horizonaircraft.com/ Bio Brandon flew CF-18s in the Royal Canadian Air Force for two decades and managed capital projects up to $4B, including the F-35 acq…
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Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZE Guest Aaron Day Co-Founder & Chief Executive Officer Stock Ticker: AMZE Website: https://www.amaze.co/ Bio Aaron Day brings over two decades of executive leadership experience to Amaze, with a track record of successfully scaling companies across multiple industries, including tec…
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Guest: Craig Brockie – Best Selling Author & Founder Ultimate Health Solutions Bio Craig Brockie is a best-selling author and founder of the Ultimate Health movement. After losing his health as a young man, he spent the next three decades and 7 figures researching advanced health and performance-enhancing technologies. Links to Resources Mentioned:…
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What’s The Value Of Your Life? Jay Jackson Chairman & CEO of Abacus Global Management - $ABL Wants To Help You Find Out Guest: Jay Jackson Chairman & Chief Executive Officer, Abacus Global Management Ticker: $ABL Website: https://abacusgm.com/ Bio Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (Nasdaq: ABL). He …
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About The SMC Show We interview the "Smart Money" - money managers and CEO's of publicly traded companies for timeless advice. Visit SmartMoneyCircle.com To Learn More Grant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless Lessons Website: https://cardonecapital.com/ Guest Grant Cardone CEO Cardone Capital Cardon…
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Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm Ernest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest: Ernest M. Csak, CFP® Main Street Financial Solutions, LLC Website: www.msfsolutions.com Bio Ernest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995.…
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Guest Adam Gillman | Co-Founder and President of Hiya Health- Children’s Wellness Company Website: https://hiyahealth.com/ Bio Adam Gillman is a seasoned entrepreneur and business executive with a track record of launching and scaling consumer-focused companies. As the Co-Founder and President of Hiya Health, he has built one of the leading childre…
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This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and Happier Guest: Matthew Dawson, MD Website: https://www.trudiagnostic.com/ Bio: Dr. Matthew Dawson is the founder of Wild Health, a genomics based precision medicine company, and the CEO of TruDiagnostic, an epigenetics testing lab. He has authored two textbooks, p…
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This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And Above Guest Jack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B) Website: https://callanfamilyoffice.com/ Bio: Having extensive experience that extends across ultra-high-net-worth wealth management and corporate…
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The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold Ambition Guest: Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DC Website: https://dakotagoldcorp.com/ Ticker: DC Bio Robert Quartermain Co-Chairman, Director, President and CEO Dr. Quartermain currently serves as Co-Chairman, Director…
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This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… Guest: Ed Cofrancesco, Chief Executive Officer of International Assets Advisor With $5.5B AUM Website: https://www.iaac.com/ Bio: For the two years before joining International Assets, Ed was engaged in various entrepreneurial and consulting activities. D…
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This CEO Manages $1B & Owns 9 Restaurants By Empowering People David Steele, Founder & CEO Of One Wealth Advisors -Independent Advisory Firm over $1B And founder -Flour + Water restaurant company with 9 restaurants and a consumer packaging business. Website: https://davidsteele.xyz/ About David My primary role is as the co-founder and CEO of One We…
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Guest: Philip Palumbo, Founder, CEO and Chief Investment Officer, Palumbo Wealth Management (AUM: approximately $650M) Website: https://palumbowm.com/ Bio: Philip G. Palumbo is Founder, CEO and Chief Investment Officer of Palumbo Wealth Management. He is a contributor on CNBC, Bloomberg, Reuters, Schwab Network, and Cheddar News. His market insight…
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This Man Built A $20B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value. Guest Jonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $20B Bio: In his role as Executive Chairman, Jon continues his intense focus on producing ever better net outcomes for clients. He serves as a full-time advisor to the Firm’s Man…
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This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies... Guest: Thomas Carroll, Founder & CEO, Ballast Rock $500M AUM Website: https://www.ballastrock.com/ Bio: Tom has been an active private asset investor for well over a decade. After a successful career on Wall Street, he founded Ballast Rock in 2018 as a vertically int…
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This CEO is Using AI to Detect Heart Disease Early – Meet Andrew Simpson CEO of Heart Sciences $HSCS Guest: Andrew Simpson Chairman and CEO / Board Member Heart Sciences Ticker: HSCS Website: https://heartsciences.com/ Bio: Andrew Simpson Chairman and CEO / Board Member Heart Sciences Since March 2022, Andrew Simpson has served as our President and…
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This Aerospace & Defense CEO Loves Finding Pockets Of Opportunity. Meet Kim Fields, CEO & President of ATI - $ATI Guest: Kim Fields, CEO & President ATI Ticker: $ATI Website: https://www.atimaterials.com/ Bio: Kimberly A. Fields is President and Chief Executive Officer of ATI Inc., a global producer of high performance materials and solutions for t…
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This 4th Generation CEO Shares Timeless Advice & The Importance Of Having A Strong Code Of Ethics – Meet Michael Benstock Superior Group of Companies Inc $SGC Guest: Michael Benstock CEO Chairman Of The Board at Superior Group of Companies Inc Ticker: $SGC Website: www.SuperiorGroupofCompanies.com Bio: Michael Benstock is chairperson of the Board o…
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Invest Early & Often. Look At The Forest, Not Just The Trees When Investing – Meet Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital $1.1B AUM Guest: Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital Mgmt $1.1B AUM Website: https://www.paragoncapitalco.com/ Brian’s Bio: With over 30 years of experience in the investment indust…
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Guest: Dr. Ali Kashani, co-founder and CEO of Serve Robotics (Nasdaq: SERV) Website: https://www.serverobotics.com/ Bio: Dr. Ali Kashani co-founded Serve in January 2021 and has served as Chief Executive Officer since. Prior to co-founding Serve, he served as Vice President of Postmates Inc., an on-demand food delivery platform. Prior to Postmates,…
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When The Going Gets Tough, Keep Going. This Tech CEO Is Investing In VR & AR – Meet Lyron Bentovim CEO at The Glimpse Group - $VRAR Guest: Lyron Bentovim Title: President and CEO at The Glimpse Group Ticker: $VRAR Website: https://theglimpsegroup.com/ Bio: Mr. Bentovim currently serves as The President and Chief Executive Officer of the Glimpse Gro…
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Guest: David McAdams Founder & CEO McAdams Group $240M AUM & Partner In a $3B Firm Website: https://www.mcadamsgroupllc.com/ Bio: David McAdams is the Founder and President of McAdams Group, an asset and wealth management organization in Cordova, TN. For more than two decades, David has helped hard-working individuals and families in and around Mem…
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This CEO Is Growing His Company Rapidly By Protecting & Painting Metal – Meet Tom Ferguson CEO $AZZ Guest: Tom Ferguson President & CEO AZZ Inc. Ticker: $AZZ Website: www.azz.com Bio: Thomas “Tom” E. Ferguson has served as the President and Chief Executive Officer of AZZ Inc. (NYSE: AZZ) since November 2013. AZZ Inc. is the largest independent hot-…
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Tim Smith, the Founder & CEO of Aurora Private Wealth. $3.4B in AUM The Financial Dad https://www.youtube.com/watch?v=JbQMUujNA5Q Aurora Private Wealth Website: https://www.aurorapw.com/ Bio: Tim started his financial services career in 1985 with an independent financial planning firm in northern New Jersey. While the firm was fee-and-commission or…
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This $4.5B VC Helped Build Capital One. Meet Frank Rotman Co-Founder & CIO QED InvestorsGuestFrank Rotman is the Advisor for GME ETH and Founding Partner and Chief Investment Officer at QED Investors, a fintech VC firm managing $4.3 billion in assets. Frank is a seven-time Forbes Midas List honoree as “One of the World’s Best VC Investors,” and pla…
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Motley Fool’s, Chief Investment Strategist, Bill Mann Shares $2B Of Timeless Lessons From The Market Trenches Bill Mann, Chief Investment Strategist, Motley Fool Asset Management ($2B AUM) Website https://fooletfs.com/ Bio Bill Mann Chief Investment Strategist • Industry experience: 26 years • Education:B.A., International Relations from American U…
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This CEO Is Helping People Hear Better - Meet Brent Lucas CEO Envoy Medical $COCH Guest:Brent Lucas CEO Envoy Medical Ticker: COCH Website: https://www.envoymedical.com/ Bio: Mr. Lucas, CEO of Envoy Medical since November 2015, has nearly two decades of direct experience with implanted medical devices specific to the hearing industry. Rising from a…
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From LTCM Collapse to $2B Success: Victor Haghani’s Path with Elm Wealth and Dynamic Index Investing® Website: www.ElmWealth.com Ticker: $ELM Bio Bio Victor Haghani graduated from the London School of Economics in 1984. He worked for Salomon Brothers in New York in research and on the bond arbitrage desk from 1984-1993. In 1993, Victor was a co-fou…
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How This Biotech CEO Takes Smart Risks Name: Joe Payne Title: President & CEO Website: ArcturusRx.com Ticker: $ARCT Bio: Joseph E. Payne, is the President and Chief Executive Officer of Arcturus Therapeutics. He serves on Arcturus’s Board since March 2013. He brings with him an exceptional track record of ushering novel therapeutics to the clinic i…
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Breaking Glass Ceilings, From Wharton to Wall St, How Sevasti Balafas Built a Female-Led RIA GuestSevasti Balafas, Founder/CEO of GoalVest Advisory Website https://www.goalvestadvisory.com AUM $630M BioSevasti Balafas, is CEO of GoalVest (AUM: $630M+), a female-led boutique wealth advisory firm dedicated to providing personalized portfolio manageme…
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This Tungsten CEO Tells You Why It’s Better To Be Lucky Than Smart. Lewis Black, CEO of Almonty Guest: Lewis Black, Director, President, and Chief Executive Officer of Almonty Industries (Ticker: OTCMKTS: ALMTF) Website: https://almonty.com/ Bio: Lewis Black was born in London and educated in traditional British private schools. He earned a BA in m…
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This CEO Is Fighting Kidney Disease. Dr. Shalabh Gupta Founder & CEO Unicycive Therapeutics $UNCYGuestShalabh Gupta, MD, founder and CEO of Unicycive Therapeutics (UNCY). Website: https://unicycive.com/ Bio:Shalabh Gupta, MD, is the founder of Unicycive and has served as Chief Executive Officer, President, and director since August 2016. Previously…
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This $135M Money Manager Shares Timeless Lessons And Has Over 30 Years Of Experience On Wall Street Full Name: Jon Knotts Title: Chief Investment Officer, Expressive Wealth AUM: $130M Website: https://expressivewealth.com/ Bio: With over three decades of experience in investment, Jon’s career is marked by roles as a stockbroker, financial product c…
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Give Value, Be As Useful As Possible, & Other Timeless Advice From Rich Nuzum - $600B Money Manager Guest: Rich Nuzum Executive Director of Investments and Global Chief Investment Strategist at Mercer $600B AUM Assets Under Management $17T AUA Assets Under Advisory Bio Rich Nuzum, CFA Rich is Executive Director, Investments and Global Chief Investm…
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This Academy & Emmy Award Winning CEO Wants You To Age Better. Robert Fried CEO ChromaDex - $CDXC Guest:Robert Fried CEO ChromaDex - $CDXC Website: https://www.chromadex.com/ Ticker: $CDXC Bio: Robert Fried is the CEO of ChromaDex and Founder of Tru Niagen as well as an Academy Award® and Emmy® Award winning motion picture producer. Before his comb…
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No Risk, No Reward. How This Semiconductor CEO Uses $MRAM Memory To Improve The World. Everspin Tech CEO $MRAM Guest: Sanjeev Aggarwal, President & CEO Everspin Technology (Ticker: $MRAM) Website: https://www.everspin.com/ Ticker: MRAM BIO: Sanjeev Aggarwal, Ph.D., President and Chief Executive Officer. With over 25 years of expertise in the non-vo…
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How This $2B Money Manager Looks At Holistic Investing… Guest: Dipen Mehta Chief Financial and Operating Officer at Invst with $1.8B A.U.M. Company: Invst Website: https://invst.com Bio: Chief Operating and Financial Officer at Invst and a Founder at Super Amplify, with over 25 years of experience in the financial industry. I have a Series 65 licen…
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How This Drone CEO Looks At His Business - Meet Allan Evans, CEO, Unusual Machines Ticker: $UMACGuest Allan Evans, CEO, Unusual Machines Company Unusual Machines, (NYSE: UMAC) https://www.unusualmachines.com/about-us/ Bio: Allan Evans is the Chief Executive Officer of the Company. Further, Mr. Evans was appointed as a director of the Company in Nov…
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Guest Paul Carroll Avion Wealth $850 Million AUM Website: https://www.avionwealth.com/ Paul’s bio: Paul is the founder and CEO of Avion Wealth, LLC. Avion Wealth was seen as a venue for Paul to serve his clients, not through the traditional broker-dealer avenue, but as a consultative, trusted advisor looking for holistic solutions to a complex weal…
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Aterian Inc CEO Explains How To Take Smart Risks & A Lot More Timeless Advice… Ticker $ATER Website https://www.aterian.io/ Bio Chief Executive Officer Arturo “Arty” Rodriguez has served as Aterian’s Chief Executive Officer since June 2024. Mr. Rodriguez served as the Company’s Co-Chief Executive Officer from July 2023 to June 2024. He also served …
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Craig Kessler CIO Kessler Investment Group $325M A.U.M. Tells You About How He Fights Inflation In Retirement Accounts and Shares Timeless Advice With The Audience. Website: https://www.kesslerig.com/ Bio: Craig Kessler is the President and Chief Investment Officer of Kessler Investment Group, LLC, an independent, SEC-registered investment adviser …
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Guest: Kartoon Studios' CEO & CFO Share Their 2025 Outlook $TOON Website: www.kartoonstudios.com Ticker: $TOON Press Releasehttps://www.kartoonstudios.com/news/press-releases/detail/1253/kartoon-studios-executives-to-unveil-2025-dynamic-growth Andy's Bio Multi-Emmy Award-winning producer, and CEO of Kartoon Studios, Andy Heyward has made more episo…
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Think Big - This $100M Private Equity CEO Uses AI To Invest In NYC Real Estate Guest: Ilan Bracha, CEO and Founder, of IB Global Private Equity $100M Best Advice: Think Big ABOUT IIAN BRACHA: Drawing from over 25 years of experience, Ilan has found continued success through consistently identifying lucrative residential properties and staying ahead…
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