Smart Money Circle

What’s The Value Of Your Life? Jay Jackson Chairman & CEO of Abacus Global Management - $ABL Wants To Help You Find Out

Guest:

Jay Jackson

Chairman & Chief Executive Officer, Abacus Global Management

Ticker: $ABL

Website:

https://abacusgm.com/

Bio

Jay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (Nasdaq: ABL). He is an expert in investments, alternative assets, and portfolio management, with a passion for innovation and growth. Jackson is committed to advancing the knowledge and practice of wealth management in the age of longevity.

Mr. Jackson began his career at Franklin Templeton Investments, where he served as Vice President for more than a decade. Prior to joining Abacus, Mr. Jackson co-founded and managed the Fayerweather Street Life Fund, as well as the Cambridge Life Management origination platform for FDO Partners, a $3 billion quantitative investment firm founded by Harvard Business School Professor Ken Froot.

With over 20 years of experience in the financial services industry, Jay pioneered the four distinct yet complementary divisions of Abacus Global Management: Abacus Life Solutions, Abacus Asset Group, ABL Tech, and ABL Wealth. About Abacus Global Management: Abacus is a rare offering: serving as the originator and market maker of the asset we purchase and manage, we provide a distinct advantage for consumers seeking to monetize insurance policies and investors seeking to deploy capital, as we are deeply entrenched at every stage of the process.

In a highly regulated and difficult-to-access insurance marketplace, we provide the maximum opportunity for the consumer and ensure the quality of the underlying asset for investors. With $10 billion in face value of policies purchased since 2004, Abacus is the only publicly traded global alternative asset manager focused on lifespan-based financial products, available on the Nasdaq Exchange under ticker symbol ABL.

About The SMC Show

We interview the "Smart Money" - money managers and CEO's of publicly traded companies for timeless advice.

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Grant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless Lessons

Website:

https://cardonecapital.com/

Guest

Grant Cardone

CEO Cardone Capital

Cardone Training Technologies

Bio

GRANT CARDONE

PRIVATE EQUITY FUND MANAGER & REAL ESTATE INVESTOR

CEO of Cardone Capital and Cardone Training Technologies, Inc.

Grant Cardone owns and operates over seven privately held companies, and a private equity real estate firm, Cardone Capital, with a multifamily portfolio of assets worth over $5 Billion.

He is one of the Top Crowdfunders in the world, raising over $1.63 Billion in equity via social media. Cardone is featured on Season 2 of Discovery Channel's Undercover Billionaire, where he takes on the challenge of building a million-dollar business in 90 days. Grant is also a New York Times bestselling author of If You’re Not First You’re Last and bestselling author of 11 business books, including The 10X Rule, which led to Cardone establishing the 10X Global Movement featuring the 10X Growth Conference and 10X Wealth Conference, which is known as the most influential business and entrepreneur conference in the world.

For over 35 years, Grant Cardone and Cardone Training Technologies, Inc. (CTTI), a global consulting firm have been trusted providers of comprehensive business training and consulting. The online business and sales educational platforms Cardone created serve over 850,000 individuals, businesses and Forbes 100 clients throughout the world. CTTI extensive offerings include online courses, live workshops, on-demand content, and personalized coaching, all meticulously designed to cater to the evolving needs of modern organizations.

From new-hire training that accelerates onboarding to continuous education certifications as your company and sales team grow, we provide unmatched online sales training. With more than 8,000 fully interactive video segments and 24/7 access and support, CTTI enables companies and individuals to leverage the unparalleled expertise of Grant Cardone and Cardone Training Technologies Inc. to achieve exceptional business success.

For more information, visit https://www.cardonetraining.com or follow us on social media.

Voted the top Marketing Influencer to watch by Forbes, Cardone uses his massive 16 million+ following to give back via his Grant Cardone Foundation, a non-profit organization dedicated to mentoring underprivileged and troubled youth in financial literacy.

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B Firm

Ernest Csak CFP Main Street Financial Solutions with over $3B in AUM

Guest:

Ernest M. Csak, CFP®

Main Street Financial Solutions, LLC

Website:

www.msfsolutions.com

Bio

Ernest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995. Prior to joining Main Street Financial Services, Ernie worked at Merrill Lynch for 10 years, serving individual, family, and estate planning needs, as well as managing corporate retirement plans. Ernie has experienced various market cycles, enabling to him to help his clients remain focused on the long-term.

Ernie brings an unparalleled enthusiasm in helping people understand the importance of a solid financial plan. He prides himself on having a great way of explaining financial matters that are easy to understand.

As a result of an ever-present desire to grow professionally, he secured his CFP® certification in 2016, to further solidify his commitment in serving his clients need for financial planning. Working as a fiduciary is very important to Ernie, which is why he joined MSFS.

Ernie graduated from SUNY Albany with a bachelor’s degree in economics. He is fluent in German and is an avid chess player. He lives with his wife and 3 dogs, and you can frequently find them taking in baseball games.

Disclaimer:

Investment advisory services offered through Main Street Financial Solutions LLC. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied upon for, tax, legal or accounting advice. For important disclosures about Main Street Financial Solutions, LLC, including our Part 3 Relationship Summary (“Form CRS”), please visit

https://adviserinfo.sec.gov/firm/summary/305834.

Guest

Adam Gillman | Co-Founder and President of Hiya Health- Children’s Wellness Company

Website:

https://hiyahealth.com/

Bio

Adam Gillman is a seasoned entrepreneur and business executive with a track record of launching and scaling consumer-focused companies. As the Co-Founder and President of Hiya Health, he has built one of the leading children’s wellness brands, revolutionizing the way families approach health with clean, science-backed products, starting with a reimagined children’s vitamin.

With deep expertise in brand building, supply chain optimization, and strategic growth, Adam has successfully navigated complex industries to bring innovative solutions to market. His passion lies at the intersection of innovation and consumer engagement, ensuring that products don’t just exist—they make a meaningful impact.

Beyond business, Adam is dedicated to leadership, health, and personal growth—but above all, his greatest priority is his family, building a life of strength, love, and purpose for his wife and children.

This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and Happier

Guest: Matthew Dawson, MD

Website:

https://www.trudiagnostic.com/

Bio:

Dr. Matthew Dawson is the founder of Wild Health, a genomics based precision medicine company, and the CEO of TruDiagnostic, an epigenetics testing lab. He has authored two textbooks, published over 2 dozen studies, lectured in over 20 countries, and won national awards for education and innovation. His passion is unlocking the secrets of the genome and epigenome and using it to optimize health and maximize healthspan. He lives in the woods with his wife, 4 children, and two dogs.

This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And Above

Guest

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, business development, and team building. At Callan Family Office, Jack builds on his three-decade career of creating and building complex businesses.

Prior to Callan Family Office, Jack served as president at Abbot Downing, Wells Fargo’s ultra-high-net-worth business, where he oversaw the merger of legacy family office businesses, which ultimately accounted for more than $50 billion in assets under management. He also served as interim head of The Private Bank at Wells Fargo in 2021.

In 2008, Jack joined Calibre, Wachovia’s ultra-high-net-worth management business and a predecessor bank of Wells Fargo, where he served as the regional managing director in Philadelphia. Earlier in his career, he worked as the city executive for U.S. Trust in Philadelphia.

Jack graduated from Saint Joseph’s University in Philadelphia with a bachelor’s degree in finance. He serves as vice chair of the board of directors for the Zoological Society of Philadelphia and was previously an executive advisor to the Wells Fargo Women’s Team Member Network.

The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold Ambition

Guest:

Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DC

Website: https://dakotagoldcorp.com/

Ticker: DC

Bio

Robert Quartermain

Co-Chairman, Director, President and CEO

Dr. 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.) for 25 years from 1985-2010. Dr. Quartermain holds a Bachelor of Science from the University of New Brunswick, a Master of Science from Queens University, his Professional Geoscience certification from the Engineers and Geoscientists BC and Honorary Doctor of Science from the University of New Brunswick. In addition to his focus on Dakota Gold, Dr. Quartermain has a number of education, wildlife and social justice philanthropic interests that he supports.

Dr. Quartermain was inducted into the Canadian Mining Hall of Fame ("CMHF") in August 2022 for his significant contributions to the mining and exploration industry in Canada and internationally over his career.

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 Advisor

With $5.5B AUM

Website:

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 and COO of International Assets Holding Corp., a NASDAQ listed financial holding company. While there he rebuilt the Equity Trading Department and developed and implemented all equity trading and sales strategies. During his tenure, he increased trading revenues 1500%. Having started there during a period of continuing losses, he led the firm back to profitability and was successful in bringing in new investors that increased the firm’s capital by over 50%. Working with his new management partners, he built operations to support new business lines including Fixed Income, Asset Management, Precious Metals, and Foreign Exchange divisions.

Previously, he served as a Vice President of International Institutional Sales at Lehman Brothers, Inc. For 7 years he was a Vice President with Raymond James and Associates, Inc. where he started the International Trading and Operations Departments. He was responsible for overseeing all International Equity, OTC ADR, and Foreign Exchange trading with over 50,000 retail and institutional trades per annum across more than 25 markets with gross commissions over $20 million.

Mr. Cofrancesco has also held positions with Discount Corporation of New York, Security Pacific National Bank, Bradford Trust Company, United States Trust Company of New York and Shearson American Express. He holds Series 7, 8, 24, 55 and 63. licenses.

This CEO Manages $1B & Owns 9 Restaurants By Empowering People

David Steele, Founder & CEO Of One Wealth Advisors -Independent Advisory Firm over $1B

And founder -Flour + Water restaurant company with 9 restaurants and a consumer packaging business.

Website:

https://davidsteele.xyz/

About David

My 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 Great Gold Hospitality Group. Additionally, I bring extensive expertise and a range of resources to small business consulting, primarily in, but not limited to, the hospitality space. Alongside my teams, we support clients in various aspects of business development and operations to help them achieve their goals and vision.

The culinary, health, arts, and entertainment worlds are particularly important to me, as reflected in my advisory roles with Noise Pop, Brilliant Corners, Rad Restaurant Group and Folk Studios. While my background may suggest diverse interests, everything I do follows a consistent, disciplined approach: working collaboratively with partners and team members, setting clear goals, developing and executing strategic plans to achieve those goals, and continually monitoring results to ensure success.

Financial Life Planner • Restaurateur • Small Business Consultant • Playwright • Visual Artist

Guest:

Philip Palumbo, Founder, CEO and Chief Investment Officer, Palumbo 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 Vice President and Senior Portfolio Manager at UBS before forming Palumbo Wealth Management, a full-service boutique wealth management firm. Over the past 20 years, Philip has held senior roles with several major financial institutions, and he has successfully assisted families and individuals navigate some of the most challenging market environments in recent history. The leadership Philip provided for his clients during these difficult markets has helped them achieve their most important financial goals as they prepare for retirement.

Philip’s UBS practice, the Palumbo Wealth Management Group, was a premiere Long Island-based wealth management team. He has lectured and taught several thousands of families and individuals throughout his career at a major university on subjects such as retirement and investment planning, tax, estate and trust planning, family governance and asset protection.

Philip has long held a tremendous inner passion for delivering exceptional financial advice and guidance to his clients and always putting their interest first before anyone else, no matter what. He has always felt that the way financial institutions deliver wealth management can be greatly improved. For this reason, Philip registered Palumbo Wealth Management as a Registered Investment Advisor. His vision was to create an environment where the only focus was on what is best for their clients.

Philip wants clients to know that the Palumbo Wealth Management serves as legal fiduciaries on every piece of advice it gives them, and the firm has unlimited access to the best in breed products, services and research that are available within the financial services industry. Palumbo Wealth Management isn’t just focused on profits, but rather on delivering an incredible world class experience and service offerings that would make clients proud.

As the firm’s Chief Investment Officer, Philip has spent countless hours researching the changing economic environments and how various investment categories have performed over a 50-year time period. His findings from this research are the foundation to the investment models he utilizes to assist his clients in achieving their financial goals. Philip has 20 years of experience managing money over some of the most difficult and volatile market periods in history and he has used this experience and research to guide his clients effectively in achieving their financial goals.

Philip feels we all get one chance at life. Putting your best self forward and doing what you feel is right based on your core values and beliefs systems, is the WHY behind forming Palumbo Wealth Management.

Philip has earned the Certified Financial Planner (CFP®) designation. This designation is awarded to individuals who complete two years of specialized education, pass a comprehensive two-day examination, have required experience and meet ethical and continuing education requirements. Topics covered include retirement planning, insurance, employee-benefit planning, income planning, estate and trust planning, tax planning and investment strategies.

Read the rest of his bio here:

https://palumbowm.com/about/our-team/