Episodes

Summary: On this episode of PRess Play: The StreetCred Podcast, host Elena Krasnow and co-host Jason Lahita sit down with Paul Saganey, founder and CEO of Integrated Partners, to celebrate a major milestone: 30 years of Integrated Partners and $30 billion in assets under advisement. Paul takes us inside the vision that has guided Integrated Partners throughout its evolution, from its early days to its growth into a national firm. Along the way, he shares the philosophies, people and relationship...

Introducing PRess Play Spotlight from StreetCred PR — a short-form show focused on the stories, moments and momentum driving our partners forward. In our inaugural episode, host Elena Krasnow sits down with Dr. Jordan Hutchison, VP of technology and operations at RFG Advisory, to discuss how the firm’s new ClickONE is transforming the advisor experience. ClickONE is giving advisors more than just time back, it’s increasing their mental capacity to focus on what matters. Listen into the full epis...

✨🔦 On this episode of PRess Play Spotlight, Elena Krasnow speaks with Wealth.com‘s Senior Vice President of Product Nicole McMullin. With Wealth.com building on a year marked by a Series B funding round and significant product enhancements, Nicole shares how her role helps bring the company’s vision to life. She also discusses the trends she’s paying attention to across estate planning and wealth management, and what excites her most about the work she is doing. 🎧➡️ Tune in! #estateplanning #wea...

Summary: In this special live episode of PRess Play: The StreetCred Podcast, Elena Krasnow sits down with Orion Advisory Technology President Reed Colley at Orion Ascent in gorgeous San Diego, California. Reed reflects on his more than 20-year journey in wealth technology, from building Black Diamond to helping scale Summit and guiding it through its merger with Orion. The conversation digs into what makes Orion Ascent a standout event, touching on real-time collaboration, community building and...

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 ...

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 crowd...

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 phil...

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 ess...

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: Jacq...

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 e...

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. We also discuss: how Ryan got his start in financial services the formation of Team Opto and their differentiated approach to private markets the importance of strong internal communication during a c...

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 i...

In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with the unstoppable Joanne Bradford, chief money officer at Domain Money. Joanne takes us on an incredible journey through each phase of her impressive career. From her early days of running her college newspaper at San Diego state to her present day life as a powerhouse in financial services, tech and digital marketing, Joanne’s life story leaves listeners with valuable lessons and insights. Wit...

In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock talk with Jen Wing, chief investment officer at GeoWealth. She shares her extraordinary journey from growing up in a remote log cabin in Connecticut to driving innovation at the intersection of financial technology and wealth management. Jen shares personal insights on her career, the importance of hybrid work for inclusion and her vision for the future of financial services. She discusses: her path from ...

Achieving growth in alternative investments takes a blend of passion, adaptability and vision. In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Mark Gatto, co-founder and co-CEO of CION Investments (CION). Mark shares the story of how he went from being an entrepreneur in the sports industry to establishing CION, a leading alternative investment platform. Mark discusses CION’s approach to providing individual investors with access to instit...

Building meaningful connections in the finance world doesn’t need to be confined to stuffy hotel ballrooms. In this episode of PRess Play: The StreeCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Chris Cherry, head of strategic partnerships at Future Proof, for a powerful discussion about how she is redefining networking with her team through unconventional experiences and the company’s proprietary Breakthru technology. Chris discusses her surprising career transition, her role i...

In this episode of PRess Play: The StreetCred PR Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Andree Mohr for an engaging conversation about her impressive 14-year career trajectory and the incredible impact she is making at Integrated Partners. Andree draws compelling parallels between her beginnings as a financial services public relations/marketing intern and her current role as president of Integrated Partners. Listeners will glean tangible ways to leverage their PR skills for ...

In this episode of PRess Play: The StreetCred Podcast, Elena Krasnow and Jimmy Moock are joined by Michael Batnick, CFA®, managing partner at Ritholtz Wealth Management. From his early soul-searching in financial services to becoming a prominent industry thought leader, Michael provides deep insights into wealth management, strategic career moves and his personal approach to content creation. Michael discusses: the full story of how a serendipitous train station encounter with Josh Brown sparke...

In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with Emily Binder, an influential voice in financial services and marketing, to cover everything from Vitamix recipes to business and dating analogies. Emily, the founder of WealthVoice and Beetle Moment Marketing, offers her unique blend of humor, wit and knowledge as she shares her professional journey and offers deeper insight into the value of voice marketing. Emily also discusses: why she went into financial services and...

In honor of Mental Health Awareness Month, PRess Play deviates from its typical structure in this special episode to tackle an issue that touches many but is often shrouded in silence: anxiety. According to the Anxiety & Depression Association of America, anxiety disorders are the most common mental health concern in the US, affecting over 40 million adults, or 19.1% of the population. And, more than 60% of people do not seek treatment for their anxiety symptoms. In light of these findings, Elen...

In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with industry luminary, Mark Bruno of Emigrant Partners. Mark shares the story of his journey from an aspiring journalist to a pivotal figure at Emigrant Partners, highlighting the milestones and hurdles of fostering growth and innovation in financial services along the way. This episode is packed with insights for those eager to understand the complex world of financial media, spotlighting Mark’s extensive experience in navig...

In this episode of PRess Play, we’re joined by Diana Cabrices, the visionary founder of Diana Cabrices Consulting. She shares her insights into the intersection of brand evangelism and public relations in the wealthtech industry, and so much more. Diana’s journey began with a mission to infuse personality into the tech world, recognizing the need for vibrant voices to represent brands authentically. She emphasizes the importance of a chief evangelist’s role in humanizing brand messaging and fost...

What are the forces shaping the wealth management technology narrative? Allow us to introduce Shannon Rosic, an exceptionally talented marketing specialist with expertise in video production, podcasting, social media, and event planning. She does it all! Hosts Elena Krasnow and Jimmy Moock engage in an insightful interview exploring the dynamic world of wealthtech with Shannon, the Director of WealthStack Content and Solutions at Informa Connect. Her extensive experience and expertise positions ...

Listening, and we mean really listening, can transform anyone’s career. Today, Jack Sharry spills the secrets on the many ways this skill can elevate your professional journey. In this episode, Elena Krasnow and Jimmy Moock dive deep into Jack’s financial expertise, passion for listening, and his multifaceted role as EVP and Chief Growth Officer at LifeYield. From podcast host to columnist and author, Jack’s story unravels the powerful blend of storytelling, media, and business strategy. Buckle ...