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This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And AboveGuestJack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B…

This CEO Built a $7B…

This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And AboveGuestJack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B)Website:https://callanfamilyoffice.com/Bio:Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm’s overall Growth and management, with a focus on optimizing the client experience and delivering exceptional client service. He takes a leading role in fostering strategic relationships, business developm…

This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And AboveGuest Jack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: …

This CEO Built a $7B…

This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And AboveGuest Jack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B)Website: https://callanfamilyoffice.com/Bio: Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm’s overall growth and management, with a focus on optimizing the client experience and delivering exceptional client service. He takes a leading role in fostering strategic relationships, busines…

The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold AmbitionGuest:Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DCWebsite: https://dak…

The Visionary CEO Wh…

The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold AmbitionGuest:Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DCWebsite: https://dakotagoldcorp.com/Ticker: DC BioRobert QuartermainCo-Chairman, Director, President and CEODr. Quartermain currently serves as Co-Chairman, Director, President and CEO of Dakota Gold, and was previously the Executive Chairman of Pretium Resources Inc., which he founded in October 2010. Prior to Pretium, he was President and Chief Executive Officer of Silver Standard Resources Inc. (now SSR Mining Inc…

This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… Guest:Ed Cofrancesco, Chief Executive Officer of International Assets AdvisorWith $5.5B AUMWebsite:…

This CEO Runs A $5.5…

This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… Guest:Ed Cofrancesco, Chief Executive Officer of International Assets AdvisorWith $5.5B AUMWebsite: https://www.iaac.com/Bio:For the two years before joining International Assets, Ed was engaged in various entrepreneurial and consulting activities. During this time, he was a Director for both Pluris Partners, LLC and Telluride Partners, LLC. Both firms were engaged in providing consulting services to private and public micro-cap companies.Before that, Ed was a Director, Executive Vice President…

This CEO Manages $1B & Owns 9 Restaurants By Empowering PeopleDavid Steele, Founder & CEO Of One Wealth Advisors -Independent Advisory Firm over $1BAnd founder -Flour + Water restaurant compan…

This CEO Manages $1B…

This CEO Manages $1B & Owns 9 Restaurants By Empowering PeopleDavid Steele, Founder & CEO Of One Wealth Advisors -Independent Advisory Firm over $1BAnd founder -Flour + Water restaurant company with 9 restaurants and a consumer packaging business. Website:https://davidsteele.xyz/About DavidMy primary role is as the co-founder and CEO of One Wealth Advisors, where we help people simplify their lives and achieve financial goals through Financial Life Planning.I am also the co-founder and Executive Chairman of Flour + Water Hospitality Group and the co-founder and Managing Partner of Grea…

Guest:Philip Palumbo, Founder, CEO and Chief Investment Officer, Plaumbo Wealth Management (AUM: approximately $650M)Website: https://palumbowm.com/Bio:Philip G. Palumbo is Founder, CEO and Chief Inve…

Guest:Philip Palumbo…

Guest:Philip Palumbo, Founder, CEO and Chief Investment Officer, Plaumbo 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 The Wall Street Journal and Barron’s. He has authored, Make Work Optional, a book dedicated to assisting individuals and families on how to properly plan and invest their money. He served as Senior Vic…

This Man Built A $22B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value.GuestJonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $22B Bio:In his role a…

This Man Built A $22…

This Man Built A $22B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value.GuestJonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $22B 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 families and nonprofits we serve. Jon appears regularly on national broadcast networks including CNBC, Fox Business and Bloomberg Television. He is highly sought after for his commentary on Investing …

This Man Built A $22B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value.Guest Jonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $22BBio: In h…

This Man Built A $22…

This Man Built A $22B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value.Guest Jonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $22BBio: 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 families and nonprofits we serve.Jon appears regularly on national broadcast networks including CNBC, Fox Business and Bloomberg Television. He is highly sought after for his commentary on…

This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies...Guest: Thomas Carroll, Founder & CEO, Ballast Rock $500M AUMWebsite:https://www.ballastrock.com/Bio:Tom has be…

This $500M Money Man…

This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies...Guest: Thomas Carroll, Founder & CEO, Ballast Rock $500M AUMWebsite: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 building an exceptional team and leveraging their collective experience in risk mitigation, operational excellence, regulatory compliance and with a relentless focus on our investors, Tom and the team have g…

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 SciencesTicker: HSCSWebsite:https://h…

This CEO is Using AI…

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 SciencesTicker: HSCSWebsite:https://heartsciences.com/Bio:Andrew Simpson Chairman and CEO / Board Member Heart SciencesSince March 2022, Andrew Simpson has served as our President and Chief Executive Officer. Mr. Simpson has also served as the Chairman of our Board of Directors, since June 2013, and as a director of our Company since July 2012. Mr. Simpson has over 30 years’ experience across a variety of business sectors and sizes…

This Aerospace & Defense CEO Loves Finding Pockets Of Opportunity. Meet Kim Fields, CEO & President of ATI - $ATIGuest: Kim Fields, CEO & President ATITicker: $ATIWebsite: https:/…

This Aerospace &…

This Aerospace & Defense CEO Loves Finding Pockets Of Opportunity. Meet Kim Fields, CEO & President of ATI - $ATIGuest: Kim Fields, CEO & President ATITicker: $ATIWebsite: 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 markets, and critical applications in like markets. Prior to becoming CEO in 2024, Kim served as Chief Operating Officer from 2022 and became President in July 2023. During her tenure, ATI has grow…

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.ati…

This Aerospace &…

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 markets, and critical applications in like markets. Prior to becoming CEO in 2024, Kim served as Chief Operating Officer from 2022 and became President in July 2023. During her tenure, ATI has grown as one inte…