My guest in this episode is Chris Blasi. Chris is a veteran of the financial and technology industries with over 30 years experience. His professional work in financial services includes roles with a major broker-dealer and boutique merchant banking firm. In conjunction with his investment banking and wealth management roles, Chris has extensive experience in the technology industry, specifically working with the financial services industry.
Since 2005, Chris has led the operations and expansion of Neptune Global Holdings LLC. Today, Neptune Global is a full service precious metals dealer, providing an array of trading, custody, and related services to individual and institutional investors, financial professionals and broker dealers.
Additionally, Chris has developed innovative physical precious metals investment products, such as the Neptune Vault Accounts and the highly acclaimed PMC Ounce™ (Precious Metals Composite). The PMC Ounce was awarded a patent in 2013.
As a recognized expert in the precious metals and financial markets, Chris has contributed to publications such as The Wall Street Journal, Investor’s Business Daily, MarketWatch, TheStreet.com, USA Today, and CNBC.
753: Dave Wolcott: Opportunity Investing In Times Of Crisis
My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey…
752: Brett Swarts: Building A Tax Deferred Exit Strategy
My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10…
751: Gene Trowbridge: What You Need To Know Syndicating Real Estate Deals
My guest in this episode is Gene Trowbridge from Trowbridge Law Group. Gene has been in the commercial and investment real estate business continuously since 1972 and in the legal profession since 1996. Awarded the CCIM designation in 1977, Gene continues to serve as a member of the CCIM faculty and achieved Senior Emeritus Instructor status, upon 40 years…