Smart Money Circle

Dan Ahrens shares some timeless advice with the Smart Money Circle audience. Dan is the Managing Director and Portfolio Manager at AdvisorShares which manages over $1.5 Billion in assets.  Dan Ahrens AdvisorShares Dan Ahrens is managing director, chief operating officer and portfolio manager at AdvisorShares. He is portfolio manager of the AdvisorShares Hotel ETF (ticker: BEDZ), AdvisorShares...

Align Your Faith & Investments - Chris McMahon, President, and CEO of Aquinas Wealth Advisors with $500M AUM.  For over 30 years Chris has advised his clients in the areas of comprehensive financial planning, asset allocation, retirement planning and estate tax management techniques. Chris is an industry resource serving as a consultant and advisor to a multitude of industry professionals...

David Jemmett, CEO, Cerberus Sentinel ($CSIO) Smart Money Circle: Adam Sarhan Interviewed David Jemmett, Chief Executive Officer at Cerberus Sentinel $CISO.  David Jemmett has more than 35 years of executive management and technology experience with telecommunications, managed services, and Cybersecurity consulting services. Mr. Jemmett presently serves as the CEO and founder of Cerberus Cybe...

Dr. Tianyi Jiang (TJ) CEO and Co-Founder AvePoint in 2001 and has served as the organization's Chief Executive Officer since 2005. Today, TJ is responsible for overall strategy and direction of AvePoint which includes product innovation, investor relations and business development. He is focused on delivering value to customers, partners, shareholders and to the AvePoint team, every day.  A r...

Cantaloupe ($CTLP) CEO Ravi Venkatesan shares his journey and some timeless advice with the SmartMoneyCircle audience.    Bio: Ravi Venkatesan was named Chief Executive Officer and a member of the Board of Directors at Cantaloupe in September 2022, after serving as Chief Operating Officer starting in February 2022 and as Chief Technology Officer from December 2020. He is responsible for...

Steven fell in love with trading at a very early age and shares some timeless lessons he's learned along the way with the SmartMoneyCircle audience.    Steven is the Chief Strategy Officer for Money.net. He has produced and hosted thousands of webinars, shows, interviews as the featured on-air talent and delivered industry-leading financial squawk services.  Steven has had the privi...

Jonathan shares a lot of timeless advice with the audience about being mindful with your money. He explains the difference between currency and money, he discusses the two most important things in life, how to quiet your mind and stop reacting to external stimulus, and a lot more.    Bio: Jonathan is a Lutheran Seminarian, turned Buddhist Academic, turned financial advisor and educator....

David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.   David was the first-ever Chief Financial Officer at Compare.com – a position he held for more than three years. Curr...

Brian Feroldi, Author, Of Why Does The Stock Market Go Up? shares timeless lessons with the audience about his bottoms up investment approach, some mistakes he has made, and the business criteria he looks for before making an investment.   Bio: Brian Feroldi is a financial educator, YouTuber, and author. He has been intensely interested in money, personal finance, and investing ever sinc...

SMC: Adam Sarhan Interviewed Market Wizard Tony Saliba Part I.    Tony shares some great stories of how he got started in the business, some timeless lessons he's learned along the way, how he handles risk, and how he thinks about and makes every decision.     Tony Saliba (Industry Bio)   A globally renowned business leader and entrepreneur, Anthony Saliba is CEO and...

Mark Adams, President and CEO of SGH Corp ($SGH).    Mark brings extensive experience and expertise in leading technology companies with a clear vision and focus on execution. Whether at the helm of a major developer of LED light engine technology or the global leader of memory solutions, Mark’s management style is characterized by a team-first approach with an emphasis on results. &nbsp...

Today's Smart Money Circle Guest Is Scott St. Clair, the premium product group manager at Investor's Business Daily (IBD).   Scott St. Clair joined the MarketSmith education team as a Product Coach in 2010.  In 2021, Scott was promoted to Manager of the Premium Product Group at Investor's Business Daily. Scott began his career as a stockbroker in 1994.  In 2008, he became a fou...

This is an excellent interview with CC Lagator, Co-Founder of OptionsAI.com. CC shares what life was like as a former options market maker, tells you how the "smart money" trades options and how indvidual investors can trade options like the pros. CC also shares timeless life, business, and overall winning advice with the audience. Visit: OptionsAI.com to learn more. 

Anders Gustafsson, CEO Zebra Technologies. $ZBRA  shared timeless business, life, and leadership advice in this SmartMoneyCircle.com Episode!  Find out Anders 4 R's, get timeless leadership advice, learn how he handles adversity and so much more.     Bio Anders Gustafsson became chief executive officer and a director of Zebra Technologies on September 4, 2007. Prior to joi...

Ticker: $BBLN. Dr. Ali Parsa shares timeless lessons with the audience in today's SMC episode! He is a British-Iranian healthcare entrepreneur and engineer. He’s the founder and CEO of Babylon Inc. (BBLN), the revolutionary AI and digital health company that's now in 17 countries globally, nine of which launched in 2020 (including the U.S.). Babylon’s mission is to put an accessible and affordable...

Ben Kohn, CEO, of Playboy Shares Timeless Life & Leadership Advice with Adam Sarhan on This Episode of SmartMoneyCircle.com Show About Ben Kohn: Ben Kohn is responsible for leading PLBY Group’s global growth strategy and execution. He is focused on delivering sustainable, long-term growth and value creation for PLBY Group’s shareholders. Kohn joined Playboy as Chief Executive Officer in January 20...

Julie Kutasov, Portfolio Manager & Senior Research Analyst, at Kayne Anderson Rudnick Investment Management, with $55 Billion in Assets Under Management (AUM) shares timeless fundamental investing advice with the audience.

The Power Of Compounding Returns. Adam Sarhan interviewed Karen McClintock- CFA- CIC – Managing Director and Principal at Robertson Stephens with nearly $4 billion in assets under management (AUM).   Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth...

David Grumhaus is President and Chief Investment Officer of Duff & Phelps Investment Management Co with $12 billion in assets under management.    Mr. Grumhaus shared timeless lessons, timeless mistakes, and his investment strategy with the audience. David oversees all of the firm’s investment strategies, chairs the firm’s investment meetings, leads the executive committee and direct...

SMC Adam Sarhan Interviews Dave Mazza Head Of Product At Direxion 25B AUM. David leads product R&D, strategy and management for the firm. Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm’s ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Mana...

Adam Sarhan interviews Sharon Price John – President and CEO Build-A-Bear Workshop® in Q1 2022 for timeless advice on how to live a great life. This episode is packed with timeless advice that just about anyone can benefit from.

Rusty Wiley is President and Chief Executive Officer at Datasite. Upon joining the company in 2014, Rusty led the successful transformation of the company from a collection of financial communications and print-related businesses into a leading, global M&A SaaS technology company. In March 2020, the company re-branded to Datasite. This achievement was the culmination of a journey to streamline...

Rob LoCascio, Founder and CEOof Live Person Inc. ($LPSN) and has been its chief executive officer since its inception in 1995, making him one of the longest-standing founding CEOs of a tech company today.    As the inventor of online chat for brands, Rob disrupted the way people communicate with companies around the world, removing the need for 1-800 numbers, long wait times, and endless...

Zain is a lifelong entrepreneur who started his first venture when he was just a teenager. He co-founded mobile advertising startup Vungle, which was acquired by Blackstone in 2019 for $780M. Shortly afterward he started Zain Ventures , his family office that boasts a diverse portfolio of real estate investments. He is also currently a partner at Blue Field Capital . Zain’s success as both a found...

SMC: Weiss Muti-Strategy Advisers $4B AUM - Edward Olanow, Director of Investment Solutions, & Portfolio Manager. Weiss was founded in 1978 by Wall Street vet, George Weiss, and they’re known for being a pioneer in the market-neutral space.   Edward joined the firm in 2005 after working as a quant analyst at Anchor Point Asset Management (global macro fund)and before that as a research an...