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 named President and throughout his tenure had been integral to advancing Lightspeed’s mission, including ...
May 29, 2023•36 min•Season 10Ep. 3
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 GreenLeaf, which became the world's 2nd largest automotive recycler (now part of NASDAQ: LKQ) and holds a ba...
May 17, 2023•56 min•Season 10Ep. 2
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. With an exceptional ability to inspire and empower others, he has become a prominent figure in the ...
May 11, 2023•44 min•Season 10Ep. 1
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 overall responsibility for the company’s business management and strategy, leading all aspects of distrib...
May 10, 2023•25 min•Season 9Ep. 10
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 navigate crowded markets and identify lucrative opportunities. As a sought-after Market Wizard, Jason Sha...
May 08, 2023•40 min•Season 9Ep. 9
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 Director; Research Analyst at Hutchin Hill Capital, and Research Analyst at UBS BS, Finance and A...
Apr 11, 2023•21 min•Season 9Ep. 8
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 consulting practice Crichton Hill LLC. Prior to Crichton Hill, Wheatley was CEO of iAxis FZ LLC, a Dubai ba...
Apr 06, 2023•34 min•Season 9Ep. 7
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 Income team. Before founding Logan Capital with his partners in 1993, Stephen was employed at Mercer Cap...
Apr 05, 2023•26 min•Season 9Ep. 6
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 customers. Prior to Dave, he returned 280x to investors of his previous startup AllScreen.TV, a techno...
Mar 20, 2023•20 min•Season 9Ep. 5
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 leader on the Street in the whole loan space and in developing the Alternative Lending market. In 2012, he was brought in at...
Feb 23, 2023•27 min•Season 9Ep. 4
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 and shares timeless lessons, timeless mistakes, his story, how to value a company, and the best advic...
Feb 22, 2023•40 min•Season 9Ep. 3
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 executives and nonprofit organizations. Website: https://www.vanleeuwenco.com...
Feb 15, 2023•35 min•Season 9Ep. 2
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 Restaurant ETF (ticker: EATZ), AdvisorShares Pure Cannabis ETF (ticker: YOLO), AdvisorShares Pure US Cann...
Feb 06, 2023•28 min•Season 9Ep. 1
Align Your Faith & Investments - Chris McMahon, President, and CEO of Aquinas Wealth Advisors with $500M AUM. For over 30 years Chris has advised his clients in the areas of comprehensive financial planning, asset allocation, retirement planning and estate tax management techniques. Chris is an industry resource serving as a consultant and advisor to a multitude of industry professionals, giving clarity in the areas of practice management, client care and comprehensive financial planning. Ch...
Jan 31, 2023•25 min•Season 8Ep. 10
David Jemmett, CEO, Cerberus Sentinel ($CSIO) Smart Money Circle: Adam Sarhan Interviewed David Jemmett, Chief Executive Officer at Cerberus Sentinel $CISO. David Jemmett has more than 35 years of executive management and technology experience with telecommunications, managed services, and Cybersecurity consulting services. Mr. Jemmett presently serves as the CEO and founder of Cerberus Cyber Sentinel Corporation. Mr. Jemmett has specialized expertise in Cybersecurity, healthcare, Compliance, an...
Dec 13, 2022•27 min•Season 8Ep. 9
Dr. Tianyi Jiang (TJ) CEO and Co-Founder AvePoint in 2001 and has served as the organization's Chief Executive Officer since 2005. Today, TJ is responsible for overall strategy and direction of AvePoint which includes product innovation, investor relations and business development. He is focused on delivering value to customers, partners, shareholders and to the AvePoint team, every day. A recipient of Ernst & Young’s Entrepreneur of the Year award in New Jersey in 2010, TJ received both B.S...
Dec 08, 2022•25 min•Season 8Ep. 8
Cantaloupe ($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 leadership of the company’s architecture, development, network and business operations, product teams, as well as...
Dec 05, 2022•20 min•Season 8Ep. 7
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 privilege to work in the US Government (White House, State Department, and Congress.) Also, he was in the professional sport...
Nov 14, 2022•29 min•Season 8Ep. 6
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. He is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing...
Nov 10, 2022•31 min•Season 8Ep. 5
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. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accoun...
Oct 04, 2022•24 min•Season 8Ep. 4
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 since he graduated from college. Brian started investing in 2004. In the beginning, he had no idea what he was doing...
Aug 24, 2022•31 min•Season 8Ep. 3
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 founder of Mercury Digital Assets, the leading digital asset and cryptocurrency trading technology provider. He is also the Vice Chairman o...
Aug 22, 2022•52 min•Season 8Ep. 2
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. Since joining SGH in 2020, he has set into motion its transformation toward a holding company with continuous investme...
Aug 18, 2022•48 min•Season 8Ep. 1
Today's Smart Money Circle Guest Is Scott St. Clair, the premium product group manager at Investor's Business Daily (IBD). Scott St. Clair joined the MarketSmith education team as a Product Coach in 2010. In 2021, Scott was promoted to Manager of the Premium Product Group at Investor's Business Daily. Scott began his career as a stockbroker in 1994. In 2008, he became a founding partner at Channel Islands Capital, managing a small hedge fund. His 25+ years of investing experience are complemente...
Aug 10, 2022•42 min•Season 7Ep. 10
This is an excellent interview with CC Lagator, Co-Founder of OptionsAI.com. CC shares what life was like as a former options market maker, tells you how the "smart money" trades options and how indvidual investors can trade options like the pros. CC also shares timeless life, business, and overall winning advice with the audience. Visit: OptionsAI.com to learn more.
Jul 07, 2022•54 min•Season 7Ep. 9
Anders Gustafsson, CEO Zebra Technologies. $ZBRA shared timeless business, life, and leadership advice in this SmartMoneyCircle.com Episode! Find out Anders 4 R's, get timeless leadership advice, learn how he handles adversity and so much more. Bio Anders Gustafsson became chief executive officer and a director of Zebra Technologies on September 4, 2007. Prior to joining Zebra, Mr. Gustafsson served as CEO of Spirent Communications plc, a publicly traded telecommunications company. At Spirent, M...
Jun 30, 2022•24 min•Season 7Ep. 8
Ticker: $BBLN. Dr. Ali Parsa shares timeless lessons with the audience in today's SMC episode! He is a British-Iranian healthcare entrepreneur and engineer. He’s the founder and CEO of Babylon Inc. (BBLN), the revolutionary AI and digital health company that's now in 17 countries globally, nine of which launched in 2020 (including the U.S.). Babylon’s mission is to put an accessible and affordable health service in the hands of every person on earth. Dr Parsa was listed in The Times 100 people t...
Jun 21, 2022•31 min•Season 7Ep. 7
Ben Kohn, CEO, of Playboy Shares Timeless Life & Leadership Advice with Adam Sarhan on This Episode of SmartMoneyCircle.com Show About Ben Kohn: Ben Kohn is responsible for leading PLBY Group’s global growth strategy and execution. He is focused on delivering sustainable, long-term growth and value creation for PLBY Group’s shareholders. Kohn joined Playboy as Chief Executive Officer in January 2018, after having served as interim CEO of Playboy from May 2016 to December 2017. Kohn has serve...
May 25, 2022•26 min•Season 7Ep. 6
Julie Kutasov, Portfolio Manager & Senior Research Analyst, at Kayne Anderson Rudnick Investment Management, with $55 Billion in Assets Under Management (AUM) shares timeless fundamental investing advice with the audience.
May 05, 2022•23 min•Season 7Ep. 5
The Power Of Compounding Returns. Adam Sarhan interviewed Karen McClintock- CFA- CIC – Managing Director and Principal at Robertson Stephens with nearly $4 billion in assets under management (AUM). Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and in...
May 03, 2022•25 min•Season 7Ep. 4
