A Portfolio Manager’s Journey from Wall Street to Main Street: Investing Wisely for Real People

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Smart Money Circle

Adam Sarhan

280 episodes

1 day ago

This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given.

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All content for Smart Money Circle is the property of Adam Sarhan and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

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A Portfolio Manager’s Journey from Wall Street to Main Street: Investing Wisely for Real People

Smart Money Circle

26 minutes 46 seconds

2 months ago

A Portfolio Manager’s Journey from Wall Street to Main Street: Investing Wisely for Real People

Guest:

Scott A. Goginsky, CFA ®

Partner & Portfolio Manager

Biondo Investment Advisors, LLC

AUM: $1.1B

Website:

www.TheBiondoGroup.com

Disclosure:

Neither the information nor opinion expressed constitutes a solicitation by us of the purchase or sale of any securities. Past performance does not guarantee future results.

Bio:

Scott was drawn to the value of a small firm culture and local emphasis when he joined Biondo Investment Advisors in 2010 as a Research Analyst & Portfolio Manager. He finds managing the money of individuals rewarding, as he can help make a significant impact to them and their families. He became a Partner in 2020 and is responsible for equity research and portfolio management.

Scott has provided expert commentary on financial markets and investment strategies, appearing on platforms such as NASDAQ TradeTalks, TD Ameritrade, and Business Insider to share insights with investors.

He began his career at Metropolitan Life in 1996, and later became a securities analyst at ING Investment Management. He then joined Wachovia Securities as a sell-side research analyst, covering the consumer sector, before moving to Schwartz Investment Counsel as an analyst

and portfolio manager.

Scott graduated from University of Kansas with Bachelor’s degrees in Economics and Business Administration. He has an MBA from Oakland University and is a Chartered Financial Analyst® (CFA®). He is also a member of the CFA Institute.

Married with twin boys in college, Scott is an enthusiastic reader and sports junkie, with special interest in his favorite team, the Chicago Bears.