Smart Money Circle

Website: Wallbox.com Stock: $WBX Bio: Enric is a passionate, results-driven leader who brings more than a decade of experience working in the energy industry to his role as CoFounder and CEO at Wallbox (NYSE:WBX), a global leader of electric vehicle (EV) charging and energy management solutions worldwide.    Enric co-founded Wallbox with Eduard Castaneda in 2015 after realizing there was a huge an...

MICHAEL ASHLEY SCHULMAN, CFA Partner & Chief Investment Officer Running Point Capital Advisors Bio  As chief investment officer and a founding partner of Running Point Capital Advisors, Michael Ashley Schulman is responsible for Running Point’s global macro outlook, research, investment strategies, PPLI & PPVA management, asset allocation, and impact and social assessments across public an...

JP Chauvet, CEO, Lightspeed (NYSE: LSPD) Shared Timeless Advice On The SmartMoneyCircle.com Show. Website: https://www.lightspeedhq.com/home/ Bio: Lightspeed's board of directors appointed JP Chauvet to the role of Chief Executive Officer, on February 2, 2022. Chauvet joined Lightspeed in October 2012 as Chief Revenue Officer and became a board member in September 2013. In April 2016, he was n...

How AI & Robotics Can Help Fight Crime. Adam Sarhan Interviewed William Santana Li, CEO, of Knightscope $KSCP For Timeless Advice. Stock Symbol: $KSCP Website: https://www.knightscope.com/ Bio: William (Bill) Santana Li is the Chairman and CEO of Knightscope and is a seasoned entrepreneur, intrapreneur and former corporate executive at Ford Motor Company. He was the Founder and COO of GreenLea...

Scott has been on Oprah, Howard Stern, and now on the SmartMoneyCircle show!!! Scott Schmaren, Hypnotherapist and NeuroPerformanceologist, Shared Timeless Advice On How To Control Your Mind And Become Successful. Learn More: https://ultimatevisionarymind.com/ Scott Schmaren is a highly accomplished individual known for his unwavering dedication to personal transformation and motivational speaking....

SMC Adam Sarhan Interviewed Blake Moore CEO Touchstone Investments $25B AUM For Timeless Advice President and Chief Executive Officer of Touchstone Investments, Touchstone Advisors, Inc. and Touchstone Securities, Inc. $25B Blake Moore is president and chief executive officer of Touchstone Investments, Touchstone Advisors, Inc. and Touchstone Securities, Inc., all based in Cincinnati. He has overa...

Jason Shapiro is a highly accomplished Market Wizard with an extensive background in the financial industry. He currently shares his thoughts about the market on CrowdedMarketReport.com. Jason has garnered a reputation for his exceptional expertise in market analysis and trading strategies. With decades of experience under his belt, Jason has consistently demonstrated a remarkable ability to navig...

Pranav Kanade is the Portfolio Manager for the VanEck Digital Assets Alpha Strategy. Follow him on Twitter: @pkan90 Bio:  Portfolio Manager for the VanEck Digital Assets Alpha Strategy  Joined VanEck in 2022  Prior to VanEck, Credit Portfolio Manager at Millennium Management  Previous roles included Head of Research for the Liquid Credit investing business at Angelo, Gordon & Co., Managing...

Ticker: BEEM, BEEMW Bio: Mr. Wheatley joined BEAM as a consultant in 2010 when it was Envision Solar, and has served as the Company’s CEO since 2011 and as Chairman of the Board since 2016. He has two decades of senior international management experience in technology systems integration, energy management, communications and renewable energy. He was a founding partner in the international consult...

Stephen Lee, Principal, Logan Capital Management with AUM + AUA: $3.8B Bio: Stephen is a founding principal of Logan Capital and the firm’s treasurer. As a manager of growth portfolios and the Broad Innovative Growth ETF (NYSE: $LCLG), Stephen plays an active role in the security selection for the firm’s large cap growth and mid-to-large cap growth portfolios. He is also a member of the Fixed Inco...

Guest: Jason Wilk, CEO & Founder of Dave.com Stock Symbol: $DAVE Jason Wilk is the CEO and founder of Dave, one of the fastest-growing and most beloved fintech brands in the U.S. He is a successful serial entrepreneur and has a proven track record of growing companies. Under his leadership, Dave has become a leader in the fintech space, offering innovative financial solutions to millions of cu...

Jason Kopcak is the President, CEO, & Director of $AAMC - Altisource Asset Management.  Jason shared some timeless lessons, mistakes, and gave great leadership/life advice with the audience!    BIO Mr. Kopcak brings 25+ years of experience including approximately 13 years on Wall Street with time spent at Morgan Stanley and Nomura. Jason Kopcak is well known as an industry leade...

Max Wasserman, co-founder and senior portfolio manager of Miramar Capital, shares timeless advice with the audience. Max has more than 30 years of experience as a portfolio manager and a research analyst on Wall Street. He focuses on managing equity, fixed income, and alternative investment strategies for portfolios of high net worth individuals and institutional clients. Max is a value investor a...

Ken Van Leeuwen is the managing director of Van Leeuwen & Company, a Princeton, New Jersey-based financial planning firm he established in 1997 after working for several financial institutions for 18 years. He manages over $300M in AUM.    As founder and financial advisor, he is responsible for the overall strategic direction of the firm and serves clients, which include corporate ex...

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...