INVESTMENT MENTORING INSTITUTE MENTORS

The Investment Mentoring Institute, LLC (IMI) is proud to have the following individuals as part of our mentoring team:

Courtney D. Smith

Courtney Smith is currently President and Chief Investment Officer of Courtney Smith & Co, Inc. which manages accounts for institutions, family offices, and high-net worth individuals.

He was the Chief Investment Officer and Chief Strategist of Orbitex Management, Inc. during the late 1990's. Orbitex manages mutual funds and portfolios for institutions and individuals.

He was the editor of Courtney Smith's Wall Street Winners newsletter. This popular investment advisory newsletter was ranked number one in performance by the Hulbert Digest.

Mr. Smith is the owner and Editor-in-Chief of Commodity Trading Consumer Research (CTCR). CTCR is the premier tracking service for the futures industry as well as the most prestigious publication for futures trading insights. CTCR has been providing insights to the futures community since 1983.

Previously, he was President and Chief Executive Officer of Quantum Financial Services, Inc., a futures and stock brokerage firm. Mr. Smith was First Vice President and Treasurer of the New York branch of Banca della Svizzera Italiana (BSI), a Swiss bank. At BSI, Mr. Smith managed mutual funds, client accounts, and was responsible for the trading activities of the New York branch as well as trading and marketing fixed income and foreign exchange derivatives for the entire bank. He was also responsible for the funding and balance sheet of the branch.

Mr. Smith was previously Group Vice President in charge of Financial Derivatives at the French bank Banque Paribas, New York, and was Vice President and a Director of Research and Commercial Services for PaineWebber, Inc. Mr. Smith managed client accounts prior to joining PaineWebber.

Mr. Smith is the author of six books, including Profits Through Seasonal Trading, (John Wiley & Sons, 1980), Commodity Spreads (John Wiley & Sons, 1981 and Traders Press, 1989), How To Make Money In Stock Index Futures (McGraw-Hill, 1985, paperback edition 1988), Seasonal Charts For Futures Traders (John Wiley & Sons, 1987), and Option Strategies (John Wiley & Sons, 1987, 2nd Edition 1996). Mr. Smith is also the author of chapters in several books.

He is on the board of directors of several unaffiliated corporations. Mr. Smith has been a featured speaker at investment conferences throughout North America and Europe. He has appeared on over 1000 TV shows including such national television shows as Wall Street Journal Report, and Moneyline as well as other shows on CNBC, Fox News, Bloomberg, CNN, and CNNfn. He is a featured guest on CNBC.


Marti Spiegelman

Marti is a Courtney-Smith-trained trader of stocks, options, and Forex. She has been a dedicated student of trading systems, money management, and business development for over 10 years, and is currently managing her own successful trading portfolios.

Marti holds a BA from Harvard University in biochemistry with secondary studies in neuro- physiology, and an MFA in graphic design from the Yale School of Art and Architecture.

She is founder of Shaman’s Light™, a professional training program dedicated to the evolution of consciousness and the creation of abundance through passion-based work. Her professional activities prior to her emergence in the shamanic world include research in pharmacological neurophysiology and 20 years as a practicing graphic designer and president of her own design firm. She is also trained and mentored in visionary craniosacral work, psychology, and a wide variety of other healing modalities. Her work now focuses on helping others find their true passion, share that passion, and in the process create great abundance in all its forms.

She is founder of Shaman’s Light™, a professional training program dedicated to the evolution of consciousness and the creation of abundance through passion-based work. Her professional activities prior to her emergence in the shamanic world include research in pharmacological neurophysiology and 20 years as a practicing graphic designer and president of her own design firm. She is also trained and mentored in visionary craniosacral work, psychology, and a wide variety of other healing modalities. Her work now focuses on helping others find their true passion, share that passion, and in the process create great abundance in all its forms.


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