Smart Money Circle Adam Sarhan

Think Differently With Salvatore M. Capizzi Executive Vice President at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM.

Website: dunham.com

Bio:Salvatore M. Capizzi is Chief Sales & Marketing Officer of Dunham & Associates Investment Counsel, Inc. (Dunham). Sal is a seasoned industry veteran with over 30 years of financial services experience. He possesses a wealth of expertise in global sales and distribution leadership, marketing, business development and strategic planning. Sal also has substantial experience establishing startups and reengineering companies. He has consistently demonstrated his ability to develop and implement highly successful sales and marketing plans that have dramatically increased assets under management and has identified and developed distribution channels that have substantially contributed to net income.Prior to joining Dunham & Associates, Sal served as CEO/Global Wealth Management for Thomas Lloyd Group, where he was responsible for establishing sales and distribution in Europe and the Americas. He has also served in executive capacities with New York Life Investment Management, BlackRock Funds, Chase Manhattan Bank, and Shearson Lehman Brothers. At BlackRock, he served as Executive Vice President/Managing Director and was responsible for the startup and prominent growth of their mutual fund business. He is credited with developing the retail distribution platform there and substantially growing the complex during his eight-year tenure. Sal received a B.A. in History from Baruch College and holds FINRA Series 6, 7, 22, 24 and 63 registrations.



About Dunham & Associates

Dunham & Associates Investment Counsel, Inc. is an accessible, full-service wealth management firm which has been challenging the industry’s thinking for nearly four decades. The company’s differentiated investment strategies and approaches are designed to strengthen the investment process, relieve investment stress, and secure the best possible outcomes for clients. Financial advisors can utilize Dunham’s client service and asset allocation programs to optimize portfolio management. In addition to concierge back-office support, advisors can work with Dunham to create carefully engineered and well-balanced portfolios using innovative mutual fund strategies. Wherever possible, the compensation of Dunham’s sub-advisors is tied directly to the success of investments, in accordance with the firm’s commitment to accessibility, accountability, and fairness.




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How To Bucket Plan Your Money & Avoid Freak Out
Risk With Jason L Smith CEO and Founder of C2P and JL Smith With Approximately
$3.2B



Websites:

https://www.jlsmithgroup.com/

https://c2penterprises.com/














Get The Book Here:

https://www.amazon.com/Bucket-Plan%C2%AE-Protecting-Worry-Free-Retirement/dp/1626344604/ref=sr_1_2?crid=5YE2KRN9CIHN&dib=eyJ2IjoiMSJ9.1MfSFPkx12WjYCIZNeBxtmRkWgi7L6Tw_r_qoydp2PJ8MEj3tNOAj7x_AxNgGXnKZb3e-vY15oUnMf_ATMhjsYexCG0Jy3GI4Qz6zhcUpbxT0eWCsh6CZLeXx-5JU0v-lmze5CBPfr9Z8ArANtBh9zrxqqLPhzpli_GX1z_iIEwPQ2_2Zc87mD_5BR5m60Pyu7_p-o0hSYhqipjTBip0-DjCaP9Mcp_9IJzMHZQ1EA4.s3629J44iVPSCDlcJbDQaXQHGO-HA1OML_KkCDQJJ7Y&dib_tag=se&keywords=Bucket+Plan+Book&qid=1712758052&sprefix=bucket+plan+book%2Caps%2C167&sr=8-2




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Ted Karkus CEO & Chairman Of The Board Of
ProPhase Labs $PRPH

 

Ticker: PRPH

 

Website:

https://www.prophaselabs.com/



Bio:

Ted Karkus

Chairman & CEO of ProPhase Labs



Ted Karkus, CEO and Chairman of ProPhase Labs, drives the company’s diverse and synergistic businesses with his successful track record in biomedical and health companies. He transformed ID Biomedical’s strategy and valuation from $25 million to $1.4 billion sale to GlaxoSmithKline. As CEO of ProPhase Labs, he restructured the go-to-market strategy for the flagship product Cold-EEZE, turned around and significantly grew revenues, ultimately selling it for $50 million to Mylan.

ProPhase Labs is a fast-growing biotech, genomics and diagnostics company due to its commitment to growth, innovation, and execution excellence outlined in Ted’s high growth roadmap. He pivoted into industry leading CLIA labs, and then further diversified by acquiring genomics leader Nebula Genomics. Constantly innovating, Ted then created ProPhase BioPharma to deliver antivirals, cancer tests and therapeutic cancer compounds. The new acquisitions and legacy businesses work to drive synergistic growth with multi-billion-dollar potential.

He holds a BS in Psychology from Tufts University with Magna Cum Laude Honors and an MBA in Finance from Columbia University School of Business with Beta Gamma Sigma Honors.































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Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUM

Website:
https://www.iconomi.com

Learn more here:
https://www.iconomi.com/private
https://www.iconomi.com/digital-asset-management-platform

Bio:
Peter Curk is the CEO at ICONOMI, a trailblazing digital assets portfolio management platform designed to democratize access to the new economy, crafting tailored cryptocurrency solutions for all investor types. As an FCA-registered entity, ICONOMI ensures a secure, diversified, and carefully managed investment experience.

With a decade of diverse experience, Peter’s expertise includes product marketing, growth marketing, brand strategy, and customer experience.

At ICONOMI, he sets the vision and strategy, driving the company’s mission forward. Peter’s passion for innovation, technology, and entrepreneurship fuels his commitment to leading teams that deliver impactful solutions. His success in scaling businesses, launching new products, and developing engaged customer communities is a testament to his transformative leadership.

Peter is dedicated to lifelong learning, holding certifications in compliance and innovation and staying abreast of the latest in marketing strategy and leadership through courses from prestigious institutions.

More about Peter and his topics here:
https://speakonpodcasts.com/peter-curk/




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“If it’s gonna be, it’s up to me.” Alan Snyder




Democratizing Alternatives - Alan Snyder Founder & CEO of aShareX.com


Website:
https://www.asharex.com/



Bio:

Alan Snyder

Founder and CEO

Alan is the Founder and CEO of aShareX. He is also the Managing General Partner of Shinnecock Partners, a family office investment boutique. Prior to forming aShareX, he was the Founder, CEO, President and Chairman of Answer Financial Inc. and Insurance Answer Center, CEO of Aurora National Life Assurance, President and COO of First Executive Corporation, and Executive Vice President and Board Member at Dean Witter Financial (predecessor to Morgan Stanley). Alan holds a Bachelor’s degree from Georgetown University and an MBA from Harvard Business School.









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How To Avoid Spectacular Failures With Leddar Tech CEO Frantz Saintellemy $LDTC





Frantz Saintellemy, CEO of LeddarTech


Website: https://leddartech.com/


Nasdaq: LDTC



Bio: Engineer, innovator and internationally recognized expert in advanced technologies, Frantz has 25 years of experience in the electronics and automotive sector, with specialized knowledge in automotive, autonomous driving, AI, IoT and automation applications, in addition to business and product development, applications engineering, global sales and marketing. A dedicated entrepreneur and philanthropist, he is also co-founder of Groupe 3737, an incubator and innovation center that houses more than 30 companies and start-ups, in addition to offering a framework for ideation to revenue generation.



Frantz joined LeddarTech in September 2017, having previously served as VP and General Manager of the Automotive and Industrial Division of Integrated Device Technology (NASDAQ: IDTI), a California-based company specializing in a broad array of complete mixed-signal solutions. Prior to IDT, Frantz was President and Executive VP of Global Sales and Marketing at ZMDI AG, a global supplier of MEMs-based sensor solutions for automotive and industrial applications, which was acquired by IDT in December 2015. Prior to ZMDI, Frantz was CTO and Corporate VP of Technical Marketing and Advanced Engineering Group at Future Electronics, a global distributor of semiconductors and passive, interconnect and electromechanical components.



Throughout his career, Frantz has produced numerous patents and technical innovations. He also founded and co-founded many successful start-ups and corporations, the likes of which include SMGT Inc., Q-Links Home Automation, Groupe Reno-Metrix, Capital Plus and OMNI Global, and sits on several boards and advisory committees.



Frantz holds degrees in electrical engineering, business and marketing, and is also a graduate of the MIT Sloan Engineering Fellows Program on Innovations and Global Leadership. He was appointed chancellor of the University of Montreal in October 2021.


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