Smart Money Circle

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...

How This $2B Money Manager Looks At Holistic Investing… Guest: Dipen Mehta Chief Financial and Operating Officer at Invst with $1.8B A.U.M. Company: Invst Website: https://invst.com Bio: Chief Operating and Financial Officer at Invst and a Founder at Super Amplify, with over 25 years of experience in the financial industry. I have a Series 65 license, an AIF® & CIMA® designation, and a Lean Si...

How This Drone CEO Looks At His Business - Meet Allan Evans, CEO, Unusual Machines Ticker: $UMACGuest Allan Evans, CEO, Unusual Machines Company Unusual Machines, (NYSE: UMAC) https://www.unusualmachines.com/about-us/ Bio: Allan Evans is the Chief Executive Officer of the Company. Further, Mr. Evans was appointed as a director of the Company in November 2023. Previously, he was the Chief Operating...

Guest Paul Carroll Avion Wealth $850 Million AUM Website: https://www.avionwealth.com/ Paul’s bio: Paul is the founder and CEO of Avion Wealth, LLC. Avion Wealth was seen as a venue for Paul to serve his clients, not through the traditional broker-dealer avenue, but as a consultative, trusted advisor looking for holistic solutions to a complex wealth management plan. His vision was to create a cli...

Aterian Inc CEO Explains How To Take Smart Risks & A Lot More Timeless Advice… Ticker $ATER Website https://www.aterian.io/ Bio Chief Executive Officer Arturo “Arty” Rodriguez has served as Aterian’s Chief Executive Officer since June 2024. Mr. Rodriguez served as the Company’s Co-Chief Executive Officer from July 2023 to June 2024. He also served as the Company’s CFO from March 2021 to June 2...

Craig Kessler CIO Kessler Investment Group $325M A.U.M. Tells You About How He Fights Inflation In Retirement Accounts and Shares Timeless Advice With The Audience. Website: https://www.kesslerig.com/ Bio: Craig Kessler is the President and Chief Investment Officer of Kessler Investment Group, LLC, an independent, SEC-registered investment adviser headquartered in Columbus, Indiana. He began his i...

Guest: Kartoon Studios' CEO & CFO Share Their 2025 Outlook $TOON Website: www.kartoonstudios.com Ticker: $TOON Press Release https://www.kartoonstudios.com/news/press-releases/detail/1253/kartoon-studios-executives-to-unveil-2025-dynamic-growth Andy's Bio Multi-Emmy Award-winning producer, and CEO of Kartoon Studios, Andy Heyward has made more episodes of children’s television than any...

Think Big - This $100M Private Equity CEO Uses AI To Invest In NYC Real Estate Guest: Ilan Bracha, CEO and Founder, of IB Global Private Equity $100M Best Advice: Think Big ABOUT IIAN BRACHA: Drawing from over 25 years of experience, Ilan has found continued success through consistently identifying lucrative residential properties and staying ahead of market trends. Ilan has appeared on numerous T...

This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out) Guest: Richard McWhorter, CFP & Managing Partner with SRM Private Wealth $1.85B in AUM Website: https://srmprivatewealth.com/ Bio: Richard McWhorter, CFP, is the Managing Partner and Private Wealth Advisor with SRM Private Wealth. He manages $1.8 billion for ultra-high net worth, high net worth, en...

Guest: Scott Wallace CEO and Co-Founder of ECD Automotive Design Website: https://ecdautodesign.com/ Ticker: (Nasdaq) $ECDA Bio: Scott Wallace, ECD Co-Founder and CEO, brings extensive experience from roles as a sales & marketing director at Greene King P.L.C. and Dale Street Capital in the UK. Notable achievements include a 200% increase in share value and leading a successful £227 million bu...