EPISODE · Sep 18, 2025 · 31 MIN
This $35 Billion Firm Helps Investors Stay Disciplined & Controlling What’s In Your Control
from Smart Money Circle · host Adam Sarhan
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.
What this episode covers
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.
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This $35 Billion Firm Helps Investors Stay Disciplined & Controlling What’s In Your Control
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