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  • How to Have A Disproportionately Positive Impact with Shannon Spotswood (Ep. 30)

    How to Have A Disproportionately Positive Impact with Shannon Spotswood (Ep. 30)
    Feb 20 2026
    Summary: In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Shannon Spotswood, chief executive officer of RFG Advisory. Shannon takes us on an incredible ride, from her early fascination with Wall Street at age 14 to the pivotal career and life decisions that ultimately led her to the helm of RFG Advisory. She reflects on learning to get comfortable being uncomfortable, her dynamic experiences across hedge funds and investment banks and the decision to step away from finance entirely before embarking on building the RIA of the future in Birmingham, Alabama. We cover: How Shannon became so passionate about supported-independence for advisorsShannon’s early formative experience working for a woman-led hedge fundHer move to Birmingham, Alabama and how that led to her favorite chapter of her career What makes Shannon tick and why she loves building from the ground upThe importance of building a brand that is deeply tied to people’s values …and much more! Don’t miss this captivating conversation which reveals how each of these chapters shaped Shannon’s leadership philosophy and her belief in building firms rooted in purpose, positivity and growth. Topics: (0:36) Meet Shannon Spotswood (1:33) What’s for lunch? (1:45) The most perfect homemade granola (2:28) A creature of habit (2:59) You had me at hot honey (3:30) Saving her spirit of innovation for the business realm (5:42) How Shannon entered the industry (6:10) At age 14, she knew she wanted to be on Wall Street (8:25) The move to San Francisco to work at a hedge fund under one of the few female-led portfolio managers (9:00) Learning how to trade IPOs and model companies (9:40) The anti-Wallstreet Investment Bank, taking Netscape public (10:50) Dream job came knocking in her second hedge fund job (11:52) Learning how to get comfortable being uncomfortable (13:00) Hitting the wall and needing a change (14:00) Pivot into luxury children’s clothing (14:45) Moving back to Birmingham, Alabama (15:40) What Shannon loves about building RFG (16:00) Whoever would have thought the RIA of the future would be born and built in Birmingham, Alabama (17:05) The thread that knit it all together (17:51) What makes her tick? (18:44) Seeking the intangible (19:49) “I am either all in or I’m out” (20:11) What it was like when Netscape went public (22:15) “Everyone on your team has to be a driver” (25:25) The importance of building a brand that people can connect with (25:50) What clients are looking for in their advisors (28:50) The biggest opportunities for advisors who want to grow in today’s environment (29:00) “Stop undervaluing your time” (29:55) Michael Kitces map (30:42) The financial advisor’s superpower (33:00) Lessons for those looking to find their voice and carve out their own path (34:00) Get over the imposter syndrome (36:00) Having a disproportionately positive impact on the industry, her partners and the world (38:10) The detriment behind procrastination (39:40) Mindset has a 24 hour shot clock on it (40:45) The power of momentum (41:58) Time for our Play segment! (42:35) Shannon would have run a commercial construction company (43:20) “I love any -ing” (44:16) Moment of gratitude Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/ StreetCred PR Website: https://streetcredpr.com/ Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/ Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/ StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/ Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR Connect with Shannon Spotswood: RFG Advisory: https://rfgadvisory.com/ Shannon Spotswood on LinkedIn: https://www.linkedin.com/in/shannonspotswood/ About our Guest: Shannon Spotswood is a 25-year veteran of the financial services industry with experience spanning investment banking, hedge fund management, professional management and business development. As CEO of RFG Advisory, she leads RFG 2.0, the firm’s fully integrated platform for independent advisors, and drives the strategic initiatives that power advisor growth. Since joining RFG in 2015, Shannon has blended her entrepreneurial background with a passion for building an innovative, advisor-focused RIA of the future—helping grow the firm from $1.2 billion to more than $7 billion in AUM. Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, Elena Krasnow, Jimmy Moock, Wealth Management, RIA, RIA of the Future, Supported Independence, Financial Advisors, Women in Leadership, Shannon Spotswood, RFG Advisory
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    48 Min.
  • Never Stop Asking Questions: Inside Modern Financial Journalism with Sean Allocca (Ep. 29)

    Never Stop Asking Questions: Inside Modern Financial Journalism with Sean Allocca (Ep. 29)
    Dec 19 2025
    In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Sean Allocca, executive editor of The Daily Upside and veteran financial journalist. Sean reflects on his path into financial journalism, what drew him to The Daily Upside and why curiosity remains central to strong reporting. Our conversation with him explores how modern financial media balances credibility with accessibility, and how editors think about storytelling in an increasingly crowded news landscape. We cover: How a passion for writing led Sean to a career in financial journalismHis experience at The Daily Upside and how the publication blends serious reporting with humor and pop cultureKey lessons from covering markets across multiple financial publications over the yearsThe rise of “new media” and the role AI is beginning to play in shaping financial newsSome of Sean’s most memorable interviews, including a conversation with John Walsh of America’s Most Wanted…and more! Tune in for a candid conversation on modern financial journalism, editorial decision-making and the questions that shape the stories readers see. Topics: (0:37) Meet Sean Allocca (1:44) A New Jersey local (2:38) Don’t miss out on Prospect Tavern! (3:08) What’s for lunch? (4:38) Joe Duran and a rotisserie chicken (5:23) A disdain for mushrooms and a love for ravioli (7:03) Sean’s journey into financial journalism through his passion for writing (7:58) His crime investigative reporting era at Forensic Magazine (8:35) Pivoting to CFO Magazine and the world of corporate finance (10:33) Present day: what drew Sean to The Daily Upside (12:38) The Daily Upside’s unique approach and venture into “new media” (13:53) How AI is reshaping the way news is delivered (14:43) A peek behind the curtain of the newsroom: balancing comedy and complex topics (15:48) America’s Next Top Model (Portfolio) (16:23) Lessons from covering markets and finance across multiple financial publications (16:42) Never stop asking questions (17:46) PR spins (debunked in StreetCred’s most recent blog by Jill Casey Pintor) (18:38) A special interest in investing: options, derivatives and different asset classes (20:15) Suitability vs. fiduciary (21:49) A shift toward being more fiduciary and a corresponding shift in the way firms market themselves (23:28) A few stories and interviews that have stood out to Sean over the years (23:48) Sean shares his PR horror stories (24:05) Interview with John Walsh from America’s Most Wanted (24:34) Sitting down with Peter Mallouk, Josh Brown, Kunal Kapoor and others (25:16) The process of preparing for interviews (27:02) A fun game Sean’s brother likes to play when Sean is hosting an interview (28:07) Have you heard of Harry Mack? (28:37) Shout out to Sean’s brother (28:47) The revival of Jimmy the Moock! (29:24) Time for our Play segment! (29:46) An alternate life as a musician (31:07) The benefits of classical music, for humans, cats and plants (33:34) Sean’s favorite things to do for fun: museums, exploring new places (34:07) A plug for the bounties of Philadelphia (35:20) Moment of gratitude (36:42) Look out for a joke on circumventing mushrooms in the next newsletter! Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/ StreetCred PRWebsite: https://streetcredpr.com/ Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/ Elena Krasnow on X (Twitter): https://twitter.com/elenaspeaking Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/ Jimmy Moock on X (Twitter): https://twitter.com/jimmymoock StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/ StreetCred PR on X (Twitter): https://twitter.com/StreetCred_PR Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR Connect with Sean Allocca: The Daily Upside: https://www.thedailyupside.com/ Sean Allocca on LinkedIn: https://www.linkedin.com/in/seanallocca/ The Prospect Tavern: https://www.theprospecttavern.com/ About our Guest: Sean Allocca is Executive Editor of The Daily Upside and an award-winning journalist with more than 15 years of finance experience. He was formerly the editor-in-chief of ETF.com where he led business development and editorial strategies. He also served as managing editor of the wealth management publications InvestmentNews and Financial Planning, and as editor of the corporate finance publication CFO Magazine. Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, The Daily Upside, Sean Allocca, Elena Krasnow, Jimmy Moock, Wealth Management, Media Relations, Newsroom Insights, Behavioral Finance, New Media, AI in Journalism, Personal Stories, Editorial Strategy, Financial News, Behind the Scenes
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    38 Min.
  • Money Is Just Fuel, It’s About the Drive with Joe Duran (Ep. 28)

    Money Is Just Fuel, It’s About the Drive with Joe Duran (Ep. 28)
    Nov 14 2025
    In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Joe Duran, industry titan and longtime friend of the firm, and managing partner of Rise Growth Partners. Joe reflects on the emotional and creative side of leadership. He digs into why so many large firms have lost their soul, what it truly means to “make a dent in the universe,” and why credibility and storytelling still matter more than scale. From the founding of United Capital to the philosophy behind Rise Growth Partners, he shares how purpose, originality and the desire to do good shape everything he builds. We cover: Why wealth management firms lose their way—and how to bring back meaningThe insight that sparked United Capital: money is just fuel, not the driveThe power of curiosity, empathy, and asking “what’s it all about?”Why PR fails when there’s no authentic story to tellThe importance of voice, brand, and “having a song to sing”…and much more. Don’t miss this rare and honest conversation with one of the industry’s clearest voices about finding purpose, protecting your soul and saying something that matters. Topics: (0:14) “Jimmy THE Moock” (0:50) Meet Joe Duran (2:11) Who was employee number one at United Capital? (2:21) What’s for lunch? (3:01) The price of a rotisserie chicken, not immune from inflation (3:47) Joe’s journey to America (5:04) Overcoming your demons (5:54) Joe’s start as an intern at an RIA, and the power of having an accent (7:05) The first TAMP, before TAMPs existed (7:33) The sale of Centurion and the need for a pivot (8:19) Return to writing and back to school (8:59) How do you tell people what it really feels like to sell a company? (10:14) “They’ve forgotten what it’s about” (10:26) Advisors want to “make a dent in the universe” (11:33) The number one reason people work for (11:59) Building something different with United Capital (12:16) “It’s not about the fuel in your car, it’s about the drive” – the birth of United Capital (13:29) Happiness is a choice (13:58) Is it happening for you, or to you? (15:19) Sacrificing happiness everyday for satisfaction (16:06) Narrowing the gap between who you want to be and who you are (20:09) The adventures of Joe, Jimmy and Jason (21:31) “Marketing is a joke if you don’t have something to say. And if you’re not saying it in an interesting way, it doesn’t matter.” (25:30) Credibility marketing is everything (27:08) “You can’t be the leader of a band if you don’t have a song to sing” (28:34) The Duran Duran column (29:24) Why Rise Growth Partners is investing in the $3-10 billion firm category (32:49) Predictions for large RIAs (34:19) Japanese car case study (36:19) Takeaways from the sales of Centurion and United Capital (37:62) “Am I here to get the biggest slice of pie I can, or make the biggest pie I can?” (38:49) The three phases that come after selling (41:19) A buddhist monk, a psychiatrist and a coach (41:39) Knowing your purpose in the second half of life (42:49) Death, discovery and rebirth (43:57) Time for our Play segment! (44:09) Dream job as a kid – life as a rockstar (46:19) Plot twist: a love of EDM concerts (46:57) Moment of gratitude Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/ StreetCred PRWebsite: https://streetcredpr.com/ Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/ Elena Krasnow on X (Twitter): https://twitter.com/elenaspeaking Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/ Jimmy Moock on X (Twitter): https://twitter.com/jimmymoock StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/ StreetCred PR on X (Twitter): https://twitter.com/StreetCred_PR Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR Connect with Joe Duran: Rise Growth Partners: https://risegrowth.com/ Joe Duran on LinkedIn: https://www.linkedin.com/in/joe-duran-711167/ About our Guest: Joe Duran is a serial entrepreneur and recognized visionary in wealth management and wealthtech. He previously served as partner and co-head of the Workplace and Personal Wealth divisions at Goldman Sachs. Before joining Goldman, he founded and led United Capital, one of the nation’s largest independent wealth management firms, which was acquired by Goldman Sachs in July 2019. Prior to that, Joe was CEO of Centurion Capital, one of the first turnkey asset management platforms, which was sold to General Electric. He subsequently served as president of GE Private Asset Management, now known as NYSE-listed AssetMark. Publishing Tags: StreetCred PR, Press Play, Podcast, Elena Krasnow, Jimmy Moock, Joe Duran, Public Relations, Financial Services, Wealth Management, Financial Advisors, Rise Growth Partners, United Capital, Centurion Capital, RIA, WealthTech, Financial Planning, Leadership, Entrepreneurship, ...
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    50 Min.
  • Storytelling, Trust & Financial Journalism with Diana Britton (Ep. 27)

    Storytelling, Trust & Financial Journalism with Diana Britton (Ep. 27)
    Aug 28 2025
    In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Diana Britton, executive editor of WealthManagement.com and host of the award-winning podcast The Healthy Advisor. Diana shares her journey from growing up in Los Angeles to building a career in financial journalism. She reflects on her early days covering pension plans, some of the standout stories she’s covered at WealthManagement.com and why trust between journalists and publicists is essential. We cover: Diana’s early inspirations and what eventually drew her into financial journalismher experience writing about defined benefit pension plansthe issues surrounding 403bs and their lack of regulatory scrutinyanalogies and insights from Philip Palaveev, author of “The Ensemble Practice”her perspective on AI in journalism and whether she can spot a ChatGPT-written pitchthe origin story of The Healthy Advisor and its human-centered missionher personal passions, including Star Wars and a childhood dream of becoming an astronautand much more! Diana’s journey highlights the power of trust, curiosity and connection in wealth management—don’t miss it! Topics: (0:15) Meet Diana Britton (1:12) What’s for lunch? (2:49) Never heard of a boca ribeye (4:10) In N Out Burger reviews (6:28) Diana’s background and growing up in Palos Verdes, LA (7:14) Three summers in Cairo working with Sudanese refugees (8:15) Her first foray into documentary filmmaking (9:04) Journalism school: NYU vs. USC (10:08) Working for Institutional Investors newsletter division (10:37) Her experience writing about defined benefit pension plans (11:28) The bug for financial journalism that led her to WealthManagement.com (12:10) The openness of financial advisors to tell their stories (12:45) First week on the job…Bear Stearns went under (14:05) 401k vs. pension plans (15:25) What makes for a story on pension plans? (16:22) Looking under the hood of a teacher’s defined benefit plan (19:35) One of the most memorable stories Diana has ever covered on 403bs (20:25) 403bs and how they escape regulatory scrutiny; how the retirement system is failing teachers (23:00) Shout out to Tony Isola! (23:35) Diana’s go to sources: Joe Duran, Doug Fritz, Brian McLaughlin and others (24:28) Incredible analogies by Philip Palaveev: describing the industry as “a monkey in a banana trap” (25:46) “The Ensemble Practice” (26:25) What is the “banana”? (28:10) Technology adoption (29:02) Wealth Management’s internal AI engine (30:55) Can you tell when pitches are written with ChatGPT? (31:45) What makes a story stand out to Diana: “We thought it was one way, but it’s actually this way” (35:52) Worst interaction with a PR person (it wasn’t anyone at StreetCred!) (37:25) The importance of respecting boundaries with journalists (38:55) Shout out to David Armstrong! (39:52) It’s not all bad—real relationships with journalists and publicists (40:10) The importance of trust (43:47) The origin story of The Healthy Advisor podcast and its important human-centered mission (45:28) Impactful episode with George Kinder “The Father of Life Planning” on the art of mindfulness (46:35) How do you meditate? (47:52) Time for our Play segment! (48:09) Dreams of being an astronaut and writing a letter to NASA (49:20) Star Wars fandom and favorite movie (52:05) They don’t make ‘em like they used to (54:39) Moment of gratitude for the Wealth Management team (56:57) Thank you to our listeners! Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/ StreetCred PRWebsite: https://streetcredpr.com/ Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/ Elena Krasnow on X (Twitter): https://twitter.com/elenaspeaking Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/ Jimmy Moock on X (Twitter): https://twitter.com/jimmymoock StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/ StreetCred PR on X (Twitter): https://twitter.com/StreetCred_PR Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR Connect with Diana Britton: Wealth Management: https://www.wealthmanagement.com Diana Britton on LinkedIn: https://www.linkedin.com/in/diana-britton-8826b53/ About our Guest: Diana Britton is the executive editor of WealthManagement.com, covering independent broker/dealers and RIAs from all angles. She’s also the host of the Jesse H. Neal Award Winning Podcast, The Healthy Advisor, focused on advisor health and wellbeing. All told, she’s been at WealthManagement for almost 15 years, and so it’s fair to say, she’s seen it all. Diana is a Los Angeles native native, and now lives in Rocklin, California.
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    59 Min.
  • Jacqueline Martinez “The Velvet Hammer”: Her Journey Through M&A (Ep. 26)

    Jacqueline Martinez “The Velvet Hammer”: Her Journey Through M&A (Ep. 26)
    Jul 28 2025
    In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Jacqueline Martinez, managing partner at Alaris Acquisitions. Jacqueline shares her journey into M&A, her experience working at United Capital during its landmark sale to Goldman Sachs and her perspective on the human side of dealmaking. She also reflects on a decade-long partnership with Allen Darby and how their work at Alaris helps buyers and sellers find their best match. We cover: Jacqueline’s early days in M&A and her time with the United Capital teamthe curiosity to be more neutral in the dealmaking process that brought Jacqueline to Alarishow to proceed when clients learn about a sale from the headlines instead of their advisorJacqueline’s personal passions, including her secret talent as a gift wrapper and her well-earned nickname, “The Velvet Hammer”and much more! Learn more about Jacqueline’s story and how the team at Alaris is changing the way buyers and sellers come together! Topics: (0:15) Meet Jacqueline Martinez (1:23) What’s for (plot twist) breakfast? (2:00) Coffee or tea? (3:07) Already thinking about happy hour (4:16) Jimmy and Jacqueline go way back (4:32) Jacqueline’s professional background and how she got her start in M&A (4:55) Gary, Joe, Mike…the whole gang at United Capital! (5:55) Joe Duran’s infamous holiday parties (6:50) 10 years of partnership with Allen Darby (7:49) Curiosity about being more neutral in the seller/buyer dynamic (8:15) Alaris and its agnostic approach (8:57) “The four horsemen of inorganic growth” (10:05) An abundance of opportunity for sellers (10:38) “So many different flavors of what partnership can look like” (12:45) Succession planning: are advisors taking their own advice? (13:35) Exit plans aren’t always as expedited as people think (14:44) Alaris Acquisitions Lens (15:45) Buyers and sellers match-making (17:25) When clients learn about a potential sale from the headlines instead of their advisor (20:35) Paranoia & PR go hand in hand (21:10) The United Capital sale to Goldman Sachs (23:15) Montage Laguna Beach David Bowie tribute on the night he died (25:42) What Jacqueline is most excited about right now at Alaris (27:15) Recent favorite moments from the Buyer’s Boardroom (28:05) “The freak out moment” (29:15) Being a calm guide to sellers (30:15) Change is scary no matter who you are (31:25) Our many, many listeners (32:05) Time for our Play segment! (32:30) An alternate life as an interior designer/professional gift wrapper (34:00) Love of traveling (34:25) Going to Barcelona? Hit Pallella Club (35:30) Moment of gratitude (36:11) Call her “The Velvet Hammer” (37:52) From one podcast host to another (38:22) Thank you to our listeners! Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/ StreetCred PRWebsite: https://streetcredpr.com/ Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/ Elena Krasnow on X (Twitter): https://twitter.com/elenaspeaking Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/ Jimmy Moock on X (Twitter): https://twitter.com/jimmymoock StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/ StreetCred PR on X (Twitter): https://twitter.com/StreetCred_PR Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR Connect with Jacqueline Martinez: Alaris Acquisitions Website: https://www.alarisacquisitions.com/ Jacqueline Martinez on LinkedIn: https://www.linkedin.com/in/jacqueline-martinez-/ About our Guest: Jacqueline Martinez is the managing partner of Alaris Acquisitions, an M&A advisory firm exclusively dedicated to the wealth management industry. Previously, Jacqueline served on United Capital’s M&A team where they executed on adding $10.5B in acquisitions to the organization in the five years leading up to the firm’s sale to Goldman Sachs in 2019. Following her two years at Goldman Sachs, she joined Allen Darby at Alaris where they led the team through executing 43 closed acquisitions in a short 3-year period with the nation’s top wealth management firms. Jacqueline is also the co-host of the podcast The Buyer’s Boardroom, where she shares insights and best practices to help sellers and buyers successfully execute their M&A aspirations.
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    40 Min.
  • Behind the Headlines with Greg Bartalos of Barron’s Advisor (Ep. 25)

    Behind the Headlines with Greg Bartalos of Barron’s Advisor (Ep. 25)
    Jun 26 2025

    In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Greg Bartalos, editor-in-chief of Barron’s Wealth & Asset Management Group. Greg tells our listeners the story of how he landed at Barron’s—not once, but three times—and offers valuable advice on how to foster relationships with journalists in the financial services space.

    We cover:

    • the entire arc of Greg’s career
    • what makes a pitch standout in his inbox
    • the trends he is most excited about exploring right now
    • Greg’s role in Barron’s legendary summits and events
    • the importance of active listening when it comes to building relationships with journalists
    • Greg’s personal passions
    • …and much more!

    Don’t miss this conversation packed with insider perspective from one of the most respected editors in the industry!

    Topics:

    (0:38) Meet Greg Bartalos (1:00) What’s for lunch? (3:00) Ketchup and eggs, yes or no? (5:00) Greg’s childhood and early background (5:30) Mark, give back the sound effect machine! (6:00) Greg’s experience with the world of advertising and Mike Greenwell (8:00) His pivot from advertising to journalism (9:10) Throwback to Radio TV Reports (10:20) Landed at WNYC Radio (10:30) The journey: Institutional Investor, Bloomberg, Individual Investor, Barron’s, Yahoo! Finance, Barron’s, RIA Intel, and then back to Barron’s a third time (12:00) No, Mark, really…give it back (12:45) Jimmy story time! Remember Loose Press Clippings? (16:18) The draw of Barron’s standard of journalism and culture (18:48) PR people faux pas (and how to avoid them) (22:00) The value of face to face time with the media (23:00) What makes a pitch stand out to (26:00) The importance of personalized pitches and finding common ground (29:15) Think like a journalist (31:25) Barron’s Advisor events and legendary summits (33:32) Tips for making podcasts guests more comfortable (35:40) The value of active listening (38:58) Practice management and wealth management, and the pros and cons of writing about each one (41:50) Time for our Play segment! (42:04) Dream jobs as a kid (42:47) Go Baltimore Orioles! (47:00) Greg’s love of music and impressive record collection (49:28) Moment of gratitude (53:55) Thank you to our listeners

    Connect with StreetCred PR:

    Contact Us

    Website

    LinkedIn: Elena Krasnow X (Twitter): Elena Krasnow

    LinkedIn: Jimmy Moock X (Twitter): Jimmy Moock

    LinkedIn: StreetCred PR X (Twitter): StreetCred PR

    Subscribe on YouTube

    Connect with Greg Bartalos: Website: Barron’s Advisor LinkedIn: Greg Bartalos

    About our Guest: Greg Bartalos is editor in chief of Barron’s Wealth & Asset Management Group. He previously was editor of Institutional Investor’s RIA Intel, which he helped launch in 2019. He also was editor in chief of Barrons.com and has worked at Yahoo Finance and Bloomberg News.

    Publishing Tags: StreetCred PR, Press Play, Podcast, Elena Krasnow, Jimmy Moock, Public Relations, Financial Services, Barron’s Advisor, Barron’s, Greg Bartalos, Alternative Investments, Financial Journalism, Active Listening
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    55 Min.
  • Episode 24: The Adventures of Ryan VanGorder: Charting New Terrain in Private Markets

    Episode 24: The Adventures of Ryan VanGorder: Charting New Terrain in Private Markets
    May 30 2025
    In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Ryan VanGorder, chief executive officer of Opto Investments. Ryan shares his career journey, from his early days at BlackRock during the Global Financial Crisis to executive leadership at Opto.
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    48 Min.
  • Metaphors, Markets & More: Don Bennyhoff’s 30-Year Perspective (Ep. 23)

    Metaphors, Markets & More: Don Bennyhoff’s 30-Year Perspective (Ep. 23)
    Apr 25 2025

    In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Don Bennyhoff, founder of Bennyhoff & Co., a fractional CIO consulting firm. Don takes us through his 30+ year career in the financial services industry, including his time at Vanguard and his transition to life as an entrepreneur.

    We also discuss:

    • how Don helped shape Vanguard’s ethos of thought leadership
    • insights on how advisors can add value beyond portfolio management
    • the art of using investment metaphors to simplify financial advice
    • Don’s experience launching Bennyhoff & Co.
    • how a personal passion, like fly fishing, mirrors financial strategy
    • …and more!

    Join us for a thoughtful conversation filled with stories from Don’s past and his unique take on investing and behavioral coaching.

    Topics:

    • (0:56) Meet Don Bennyhoff
    • (2:47) What’s for lunch?
    • (3:15) Spinach salad du jour
    • (5:06) Don’s background and career: Vanguard, Liberty Wealth, and Bennyhoff & Co
    • (10:11) Don’s experience with John Bogle
    • (16:12) Advice for investors during market downturns
    • (20:14) Don’s investing analogies
    • (23:45) Applying Yogi Berra’s wisdom to investing strategies
    • (29:00) 60/40 portfolio discussion tied to financial goals and risk
    • (33:05) Bennyhoff & Co: Don’s move into entrepreneurship
    • (34:40) Time for our Play segment!
    • (35:38) Dreams of being a professional baseball player
    • (36:49) His passion for Philly sports teams
    • (38:35) Don’s hobbies: fly fishing and spending time with grandkids
    • (40:27) Moment of gratitude
    • (41:04) Right place, right time

    Connect with StreetCred PR:

    • Contact Us
    • Website
    • LinkedIn: Elena Krasnow
    • X (Twitter): Elena Krasnow
    • LinkedIn: Jimmy Moock
    • X (Twitter): Jimmy Moock
    • LinkedIn: StreetCred PR
    • X (Twitter): StreetCred PR

    Connect with Don Bennyhoff:

    • Website: Bennyhoff & Co
    • LinkedIn: Don Bennyhoff

    About our Guest:

    Don is the founder of Bennyhoff & Co., a fractional CIO consulting firm for growth-minded RIAs, family offices, endowments and foundations.

    He has worked in the financial services industry for over 30 years and is a Chartered Financial Analyst. He most recently served as chief investment officer and chairman of the investment committee at Liberty Wealth Advisors. Shout out to James Gladney!

    In 2020, Don retired from Vanguard after nearly 23 years, where he worked as a senior investment strategist. Don was also a co-creator and co-author of Vanguard Advisor’s Alpha research, which is highly regarded in the financial services industry and plays a key role in shaping advisor best practices.

    Don is also an expert content creator, known for his market commentary, blogs and articles. He has published content in various media outlets including the Wall Street Journal, Barron’s, CNN, Market Watch, among others.

    He is a father of four, a grandfather of three, and devoted husband. He also supports the fantastic efforts of the Teton Regional Land Trust, the Native Fish Coalition, and Reel Recovery.
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    44 Min.