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 …
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 …
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 …
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 …
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 …
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 …
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 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 …
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 …
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 …