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 …
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. …
✨🔦 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 …
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 …
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 …