Smart Money Circle

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 Wealth Advisors, where we help people simpli...

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 insights have been quoted in such leading publications as...

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 Management Committee and spends time with the...

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 integrated real estate investment firm. By bu...

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 Chief Executive Officer. Mr. Simpson has also ser...

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 the global aerospace and defense market...

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 of Directors. He has served in this capacity s...

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 industry and over 15 years of working direct...

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, Dr. Kashani was the co-founder and Chief Technolo...

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 Group, an Immersive Technology company (NASDAQ –...

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 Memphis better preserve their retirement savi...

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-dip galvanizing and coil coating company i...

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 oriented in its business model, he moved primari...

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 played a key role in shaping Capital One’s busine...

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 University If you’ve been following The Motley Fool...

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 an intern to CEO and Board Member, he has held var...

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-founding partner and co-headed the London office of...

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 including targeted RNA medicines utilizing lipi...

Breaking Glass Ceilings, From Wharton to Wall St, How Sevasti Balafas Built a Female-Led RIA Guest Sevasti Balafas, Founder/CEO of GoalVest Advisory Website https://www.goalvestadvisory.com AUM $630M Bio Sevasti Balafas, is CEO of GoalVest (AUM: $630M+), a female-led boutique wealth advisory firm dedicated to providing personalized portfolio management services tailored to high-net-worth clients....

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 management and technology from Manchester Universit...

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, Dr. Gupta served in various other roles, inc...

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 creator, and stock research developer. His expertis...

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 Investment Strategist for Mercer. He works with some...

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 combined 7 years in the health industry, he held s...

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-volatile memory and semiconductor industry, San...