This $35 Billion Firm Helps Investors Stay Disciplined & Controlling What’s In Your Control

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Smart Money Circle

Adam Sarhan

281 episodes

2 days 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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Investing

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This $35 Billion Firm Helps Investors Stay Disciplined & Controlling What’s In Your Control

Smart Money Circle

31 minutes 36 seconds

1 month ago

This $35 Billion Firm Helps Investors Stay Disciplined & Controlling What’s In Your Control

GuestTed Halpern, Regional President, Managing Director | MAI Capital

MAI Capital’s AUM =$35BWebsitehttps://mai.capital/

BioTed Halpern brings over 30 years of experience in financial services, having launched Halpern Financial, Inc. in 1998. He joined MAI in 2024, where he continues to provide comprehensive financial, investment, and wealth management planning to affluent families, professionals, and their businesses. Ted serves on the Board for Institutional Investor and is involved in several charities. He holds a B.S. in Finance from the University of Maryland. He and his wife, Bethe, live in both Naples, FL and Ashburn, VA, and are proud parents of twins.