Smart Money Circle

This CEO Is Helping Netflix & Paramount + Stream Videos Faster & Better. Meet Mr. Sharon Carmel, CEO of Beamr $BMR Guest: Mr. Sharon Carmel, CEO of Beamr $BMR Guest Bio: Mr. Carmel is founder and CEO of Beamr. He is a serial entrepreneur with a proven track record in the video and software space. In 1994, Mr. Carmel co-founded Emblaze (LON: BLZ), which developed the first video chips for S...

This CEO Wants To Help Your Nerves Heal Faster. Meet Adam Rogers CEO NervGen – NGEN Guest Adam Rogers, MD, Chair, President & Chief Executive Officer at NervGen Adam’s BIO: Adam H. Rogers, MD, is the President and Chief Executive Officer of NervGen Pharma and has served as Chairman of the Company’s Board of Directors since July 2025. Dr. Rogers has more than fifteen years of experience advanci...

Bio: Sean Duffy is the Co-founder and CEO of Omada Health, a between-visit care provider that addresses cardiometabolic conditions like diabetes, hypertension, prediabetes, and obesity, as well as musculoskeletal issues. He has dedicated his professional life to bridging technology, design, and care delivery to transform care experiences for patients. As a former MD/MBA candidate at Harvard, he al...

This CEO Is Helping Companies Advertise On TV, In A Better Way – Meet Mark Douglas Mountain- MNTN * Mark Douglas | MNTN President & CEO * Mountain * https://mountain.com/ * NYSE: MNTN Bio: https://mountain.com/about/ About Mark Mark oversees the direction of MNTN with his 20 years of product development experience gained through repeated success in helping fast-growth companies transition into...

David Stamler, M.D., Chief Executive Officer AlterityTherapeutics Alterity Therapeutics (NASDAQ: ATHE & ASX: ATH) www.alteritytx.com     David Stamler, M.D., Chief Executive Officer David Stamler, M.D. is Chief Executive Officer and a Managing Director, and previously served as Alterity's Chief Medical Officer and Senior Vice President, Clinical Development. Dr Stamler has extensive drug d...

This CEO Is Advancing Neuroscience, Reducing Pain, & Treating Epilepsy – Meet Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC Guest: Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC Dave's Bio Dave Rosa is an entrepreneur with three decades of experience in the medical device industry spanning a variety of technologies and products. In addition to CEO roles with early-stage medical...

A Different Kind of Police Tool & A Different Kind of Investment Story. Meet Scot Cohen CEO $WRAP Guest Scot Cohen: CEO & Executive Chairman, Wrap Technologies, Inc. Scot's Bio Co-founder and largest shareholder of Wrap Technologies, Scot Cohen has led the company's strategy and financing since its 2016 founding. He brings 30+ years in asset management and capital markets, having c...

This CEO Makes Electric Trucks For UPS, FedEx, & Others – Meet Dakota Semler CEO XOS Trucks -$XOS Guest Dakota Semler, Chief Executive Officer Dakota Semler is the Chief Executive Officer of Xos, a Los Angeles-based technology company, fleet services provider, and manufacturer of Class 5 through Class 8 battery-electric vehicles. Xos’ mission is to decarbonize commercial transportation with th...

The eBay, Amazon, Paypal, Square, & Stripe Of Latin America – Meet Leandro Cuccioli SVP Of Mercado Libre $MELI Guest Leandro Cuccioli -- SVP, Corporate Development, Strategy, Sustainability, and Investor Relations; Mercado Libre Company Mercado Libre ($MELI) Website http://investor.mercadolibre.com/ Bio Leandro Cuccioli has been Senior Vice President of Corporate Development, Strategy, Sustain...

This Multi-Family Office Manages ~$1B Mainly in Crypto – Meet Jake Claver Chairman Digital Ascension Group Jake Claver, CEO, Digital Ascension Group Website: www.digitalfamilyoffice.io AUM = $1 Billion Jake’s Bio: Jake Claver is CEO and Principal of Digital Ascension Group, founder of Digital Wealth Partners, a digital-asset-focused RIA, and leader of Syndicately, an SPV platform for sophisticated...

Guest: Barry Quart, CEO and Director Company: Connect Biopharma, NASDAQ:CNTB Website: https://www.connectbiopharma.com/ Connect Biopharma Bio: Connect Biopharma is a clinical-stage biopharmaceutical company dedicated to transforming care for asthma and COPD. Headquartered in San Diego, California, the Company is advancing rademikibart, a next-generation, potentially best-in-class antibody designed...

Your Retirement Sketchbook: This $10B Money Manager Shares Timeless Advice Guest Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS Website: https://www.bmt.com/ $9.7 B AUM $83B AUA Jamie’s Book Your Retirement Sketchbook https://www.amazon.com/s?k=your+retirement+sketchbook&adgrpid=189089282849&hvadid=779538706971&hvdev=c&h...

Guest Joseph Barrato Founder & CEO of Arrow Investment Advisors Website https://arrowfunds.com/ Bio Joseph Barrato is the Founder and CEO of Arrow Investment Advisors, where he has spent nearly two decades developing institutional-style portfolio solutions designed to help financial advisors navigate changing market environments through diversification, tactical allocation, and alternative inv...

This $2B CEO Built An ETF Powerhouse Based By Using Macro Themes & Smart Beta 2.0 Guest Frank Holmes CEO & CIO of US Global Investors With Many ETFS ~$2B AUM CEO and Chief Investment Officer of U.S. Global Investors (GROW, JETS, HIVE, SEAS, and more) Executive Chairman of HIVE Digital Technologies (NASDAQ: HIVE) Company Name: U.S. Global Investors Company Website: usfunds.com Frank Holmes...

This Company Wants To Keep Your Heart Healthy – Meet Todd Usen CEO Adagio Medical – ADGM Guest Todd Usen, Chief Executive Officer Adagio Medical Company: Adagio Medical Ticker: ADGM Website: https://adagiomedical.com/ Bio: Adagio Medical is a medical device company focused on developing and commercializing products for the treatment of cardiac arrhythmias utilizing its novel, proprietary, catheter...

This Money Manager Is Helping Companies Grow & Financing The American Dream. Guest: Damien Dwin Founder & CEO Lafayette Square $1.1B AUM Company Name: Lafayette Square Website: www.lafayettesquare.com Damien’s Bio: Damien Dwin is the Founder and Chief Executive Officer of Lafayette Square®, a private credit firm lending capital to growing middle market companies in working-class places. Pr...

This CEO Built A $860M Money Management Firm & Is Big On Servant Leadership. Guest Max Kulyk CEO and Founder Chicory Wealth with ~$860M in AUM Company Chicory Wealth Website https://chicorywealth.com/ Max Bio My main interest is in people – getting to know them, listening to them, and helping them balance their finances with the rest of their lives in a way that has meaning to them. I started...

This $2.4B Money Management Firm Shares Timeless Advice   Chris Ballard, Managing Director at Check CapitalManagement. Website https://checkcapital.com/ AUM - 2.4 Billion   Company Bio Check Capital Management is an award-winning investment and asset management firm based in Costa Mesa, California, serving clients throughout the United States. Founded in 1987, the firm specializes in long-term, va...

Guest Sarah DerGarabedian, Director of Investment Strategy, Principal at Modera Wealth Company: Modera Wealth Website: www.moderawealth.com AUM ~$18B Sarah’s Bio: Sarah specializes in investment strategy at Modera, where she oversees the firm’s research team and investment initiatives. She thrives on solving operational challenges and helps bring clarity to complex financial concepts for the firm’...

This $12B Money Manager Helps Investors Put Alternative Investments In Their Retirement Accounts. Guest: Henry Yoshida CFP Co-Founder & CEO of Rocket Dollar Company: Rocket Dollar (parent company retired.com) Assets Under Custody ~ $12B Website: https://rocketdollar.com/ Henry's Bio: Henry is CEO and Co-founder of Rocket Dollar, a web platform that lets people invest tax advantaged retirem...

This Investment Bank Takes Frontier Companies Public and Helps Them Grow Guest Daniel G. Cohen, Executive Chairman Cohen & Company $COHN Company Cohen & Company, https://cohenandcompany.com/, COHN Daniel’s Bio Daniel G. Cohen is a financier, entrepreneur, and investor with more than two decades of experience building and leading institutions across investment banking, capital markets, asse...

This $600 Million Money Manager Built A Firm By Doing The Right Thing For His Clients. Guest’s Name: Monish Verma * Title: Founding Partner, CEO * Company Website: www.vardhanwealth.com * AUM: ~$630M Bio: Monish Verma is the Founding Partner and CEO of Vardhan Wealth Management, a firm dedicated to helping individuals and multigenerational families achieve their financial goals with confidence. Wi...

Guest Pete Anevski, CEO, Progyny PGNY Company: Progyny Website progyny.com Ticker: $PGNY Pete’s Bio Pete Anevski is the Chief Executive Officer at Progyny, where he leads the company’s strategic vision and growth as it transforms the family building and women’s health benefits industry. With decades of experience building and scaling operations at leading healthcare and technology companies, Pete...

Guest Scott Stevens, Founder and CEO Grays Peak Capital + Black Peak Group With Approximately $1B Of Transactions Year. Veteran portfolio manager who successfully led multi-billion-dollar portfolios at top funds including Coatue Capital, SAC Capital, and JAT Capital. Scott Stevens is the Founder and CEO of Grays Peak Capital, a New York-based global investment firm that has deployed +$300 million...

This Biotech CEO is Working on Making The Impossible Possible & Helping Us Fight Bad Bacteria. Meet Dr. Deborah Birx (Armata Pharmaceuticals -ARMP) Guest CEO Full Name: Dr. Deborah Birx CEO, Armata Pharmaceuticals Company Name: Armata Pharmaceuticals, Inc. Website: http://www.armatapharma.com/ Ticker: $ARMP (NYSE American) Dr. Deborah Birx Bio: Deborah L. Birx, M.D., was appointed Chief Execut...