Smart Money Circle

This Founder & CEO Is Building A Schwab For Private Investments – Meet Ryan Eisenman Co-Founder & CEO Of Arch Name: Ryan Eisenman Title: Co-founder and CEO Company Name: Arch Website: www.arch.co Ryan's Bio: Ryan Eisenman is the co-founder and CEO of Arch (arch.com), an AI powered solution for managing private-market assets like private equity, venture capital, and real estate. What st...

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAM Robert P. Finley CFA, CFP® Founder & Principal at Virtue Asset Management VirtueAM.com AUM $200M AUM Bio Robert P. Finley CFA, CFP Robert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterho...

Mission Driven - How To Make Better Decisions - From Former Commanding Officer US Navy SEAL Team Two Guest: Mike Hayes A Managing Director at Insight Partners * Former Commanding Officer of US Navy SEAL Team TWO * Managing Director, Insight Partners * Author of National Bestseller Mission Driven (distilled nicely in this article) All of Mike’s profits from his book sales go to a 501(c)(3) he found...

Brian A. Lee Vice President of Sales BL Wealth Management Firm AUM $600M Website https://blwealthmanagement.com/ About Brian Lee Brian possesses a unique combination of experience in the public and private sectors. Recognized for integrity, ability to work cross functionally, and being passionate about innovative results and achieving goals. Brian started his career in the Insurance/Financial Serv...

Use Your Investor Voice To Make A Big Impact – Meet Kristin Hull Founder NIA Impact Capital Name: Kristin Hull Title: Founder, CIO AUM: $530M Website: www.niaimpactcapital.com Bio: Kristin is the Founder, Chief Investment Officer, and Portfolio Manager of Nia Impact Capital. Kristin oversees research and decision-making for Nia’s Flagship Global Solutions portfolio, Nia Growth and Dividend SMA, an...

Full name: Thierry L. Bernard Title: Chief Executive Officer Website: https://www.qiagen.com/us Ticker: $QGEN Biography: Thierry Bernard joined QIAGEN in February 2015 to lead the company’s growing presence in molecular diagnostics, the application of Sample to Insight solutions for molecular testing in human healthcare. He was named Chief Executive Officer in March 2020 after serving in this role...

Guest: Edward (a.k.a. Scooter) F. Thomas III Title: Financial Advisor AUM: ~$250M Website: https://savantwealth.com/employee/scooter-thomas/ Bio: As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Special Needs Consultant® (ChSNC®), and Chartered Financial Consultant® (ChFC®), Scooter is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive...

Guest: Neil Blumenthal Co-founder and Co-CEO of Warby Parker Website: https://www.warbyparker.com/ Ticker: $WRBY Bio: Neil Blumenthal is a co-founder and co-CEO of Warby Parker, a direct-to-consumer lifestyle brand focused on vision for all. Since day one, over twenty million pairs of glasses have been distributed through the company’s Buy a Pair, Give a Pair program. Neil has been named a Young G...

Guest Ted Halpern, Regional President, Managing Director | MAI Capital MAI Capital’s AUM =$35BWebsite https://mai.capital/ Bio Ted Halpern brings over 30 years of experience in financial services, having launched Halpern Financial, Inc. in 1998. He joined MAI in 2024, where he continues to provide comprehensive financial, investment, and wealth management planning to affluent families, professiona...

Guest: Mark DiGiovanni is founder and president of Marathon Financial Strategies Inc. Website: https://www.marathon-forthelongrun.com/ Bio: -Runner since 1969 -BS in 1975 -Middle school teacher 1976-1980 -Married since 1983 -MBA in 1987 -Passed CPA exam in 1988 -Episcopalian since 1989 -Father since 1989 -Founded Marathon in 1995 -Certified Financial Planner (CFP) since 1997 -Chartered Financial C...

Name: Will Rhind Granite Shares ETFs – Over $10B AUM Title: Founder and CEO AUM: GraniteShares AUM ~ $10 Billion AUM Company name: GraniteShares Website: https://graniteshares.com Bio: Will Rhind is the Founder & CEO of GraniteShares, an award-winning ETF company managing over $10 billion in assets. A recognized leader in commodities and alternative investing, Will helps investors protect and...

Guest Axel Merk President and Chief Investment Officer of Merk Investments With Over $2.5B AUM AUM: $2.5B Company: Merk Investments Website: https://www.merkinvestments.com/ Tickers: OUNZ / ASA Bio: Axel Merk is the Founder, President, and Chief Investment Officer of Merk Investments, a leading investment advisory firm managing over $2 billion, with a focus on gold and precious metals. With a B.A....

Guest: Oktay Kavrak, Director of Comms and Strategy at Leverage Shares & IncomeShares Company: Leverage Shares ETPs Website: www.leverageshares.com / www.incomeshares.com AUM: ~$2 Billion Bio: Oktay Kavrak is the Director of Communications & Strategy at Leverage Shares, the pioneer in single-stock ETPs, and IncomeShares, Europe’s first options-based income ETPs on single stocks, indices, a...

Alan Strauss Senior Partner, Director of Investor Relations at Crystal Capital Partners with $1B in assets Website https://www.crystalfunds.com/ Bio Alan has been with the firm since 2009. During that time, he has helped lead the firm’s investor relations department and continues to focus on client relations, sales, and marketing initiatives. He earned both his M.S.Ed. in Sport Administration and...

This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing Guest Daria Victorov – Financial Advisor and Partner at Abacus Wealth Partners with approximately $3B in AUM Website: https://abacuswealth.com/ Bio Daria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she relocated to the Bay Area and worked for a sm...

Name: Tom Hulick Title: CEO – Strategy Asset Managers AUM: $850M Website: https://strategyassetmanagers.com/ Bio: Tom Hulick is CEO, CCO and Managing Partner of Strategy Asset Managers. He is the founding partner of Hulick Capital Management, LLC ─ the parent company of both Strategy Asset Managers and Holly Street Wealth Advisors. Mr. Hulick has worked for 25 years as a senior wealth advisor and...

Guest Gleb Budman, Cofounder, CEO, Chairman of Backblaze [NASDAQ: BLZE] Website https://www.backblaze.com/ About Gleb Budman Gleb Budman is the co-founder and CEO of Backblaze (NASDAQ: BLZE), the cloud storage company trusted by over 500,000 customers in 175+ countries. From home-built servers to taking the company public, Gleb has led Backblaze with a rare mix of long-term vision, transparency, a...

Name: Chris Lo Title: Founder & CEO Website: https://ir.jiguang.cn Company Name: Aurora Mobile Ticker: JG Bio: A serial entrepreneur, founded Aurora Mobile in 2011. Secured multiple rounds of investments from Mandra, IDG, FOSUN, Fidelity, Goldman Sachs, and led Aurora to a successful IPO on NASDAQ in 2018.

Guest: Scott A. Goginsky, CFA ® Partner & Portfolio Manager Biondo Investment Advisors, LLC AUM: $1.1B Website: www. TheBiondoGroup.com Disclosure: Neither the information nor opinion expressed constitutes a solicitation by us of the purchase or sale of any securities. Past performance does not guarantee future results. Bio: Scott was drawn to the value of a small firm culture and local emphas...

Guest Cameron Chell, Co-Founder CEO, Draganfly Inc. Website https://draganfly.com/ Ticker: DPRO Bio Cameron Chell CEO / PRESIDENT Cameron has been a technology entrepreneur for more than 30 years and has spent his career growing a diverse collection of high-potential ideas into revolutionary companies that have changed the way we experience the world. Cameron takes a hands-on leadership role in pr...

Guest Peter Evans CEO & President Xtract One Technologies Ticker: TSX: XTRA Website https://xtractone.com/ Bio Peter Evans has over 25 years of experience leading organizations’ digital transformation and innovation activities for customers in high-growth technology businesses. At Xtract One, Peter is bolstering the physical security technology industry while working to improve the patron expe...

GuestSeth Pinegar, West Coast Regional Director, The CFO CentreWebsite https://www.cfocentre.com/us/ BioSeth has 25+ years’ experience in helping companies successfully seed, develop, grow, finance, operate, strategize, execute, acquire, consolidate and/or enable investor exits – first with nearly a decade in TMT investment banking with JPMorgan and UBS Investment Bank, followed by Corporate Devel...

Guest Julina Ogilvie, CIMA®, CPWA®, CEPA® Partner | Wealth Advisor Principle Wealth Author & Host Money Confident Girls Book & Podcast Firm Website https://www.principlewealthpartners.com/ Firm AUM $2.5B Bio: Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm's succession planning strategy. Prior to joining Principl...

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 industry experience. Prior to Ellevest, she...

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 Economics and Finance. He spent the first ten years of...