Tag: Jason Lahita
From the Squash Court to the Family Office: Jon Foster on Building Angeles Wealth (Ep. 34)

From the Squash Court to the Family Office: Jon Foster on Building Angeles Wealth (Ep. 34)

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Summary: On this episode of PRess Play: The StreetCred Podcast, host Elena Krasnow and co-host Jason Lahita sit down with Jon Foster, president and CEO of Angeles Wealth Management. Jon reflects on his unique career trajectory, from becoming a top-ranked professional squash player to leading Wall Street trading desks. He later founded Angeles Wealth Management to bring institutional-grade investment strategies to ultra-high-net-worth families.

 

We cover:

  • Jon’s early days as a professional squash player, including his top-10 North American ranking
  • His pivot from Wall Street trading desks and Bear Stearns stockbroking to embracing a 100% fiduciary wealth management model
  • Jason and Jon’s longstanding relationship, which dates back to their time at Carson Wealth
  • The lightbulb moment that led to the founding of Angeles Wealth Management
  • The launch of the Angeles Family Office earlier this year and the acquisition of XO Capital
  • Leadership lessons Jon learned from his father
  • …and much more!

Tune in for a conversation packed with engaging stories, practical leadership wisdom and sharp industry perspectives from one of wealth management’s most seasoned and thoughtful founders!

 

Topics: 

(0:15) Meet Jon Foster

(3:15) Early career ambitions and running a New York health club

(5:05) Landing on Wall Street and learning the trading floor by osmosis

(7:35) Competing on the pro squash tour and achieving a top-10 North American ranking

(9:15) Working as a Bear Stearns broker and realizing the flaw in commission-driven sales

(11:00) Transitioning to a fiduciary model with Howard Capital 

(12:45) Serving as President of Carson Wealth and connecting with Jason

(15:30) The epiphany that led to the of founding Angeles Wealth 

(18:15) Applying an institutional, tax-aware investment lens to private family wealth

(20:45) Acquiring XO Capital

(24:00) Empowering next-gen advisors with partnership upside instead of debt

(26:30) Two golden rules of leadership from Jon’s father

(28:45) Community impact through Stormburger in Inglewood, Long Beach and Compton

(31:15) Why Jon covered 100% of his firm’s healthcare cost increases

(33:00) Unexpected parallels between investing and squash

(34:45) Moment of gratitude

 

About our Guest: Jon Foster is the president, CEO and co-founder of Angeles Wealth Management. With more than 30 years of experience in the wealth management industry, Jon brings a deep understanding of family wealth dynamics and the unique needs of ultra-high-net-worth families and individuals. 

 

Publishing Tags: PRess Play, StreetCred PR, Podcast, Angeles Wealth Management, RIA, Angeles Wealth Management, Angeles Investments, Jon Foster, Elena Krasnow, Jason Lahita, High-Net-Worth, Family Office, XO Capital, Stormburger, City of Hope

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100 Shares of Disney at Age 16 to $16 Billion: Jason Gordo’s Journey (Ep. 33)

100 Shares of Disney at Age 16 to $16 Billion: Jason Gordo’s Journey (Ep. 33)

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In this episode of PRess Play: The StreetCred Podcast, Elena Krasnow is joined by the power of not one, but two Jasons. Jason Gordo, co-founder and president of Modern Wealth Management, and StreetCred’s own Jason Lahita hop on the mic for a wide-ranging conversation that takes listeners on a ride through Europe at 152 miles per hour and into the story of building one of the industry’s fastest-growing RIAs.

We cover:

  • How a 16th birthday gift of 100 shares of Disney stock sparked Gordo’s interest in investing and set the course for his career
  • The career-defining lessons and experiences Gordo took from his time at United Capital and Goldman Sachs
  • How Modern Wealth is pursuing organic and inorganic growth simultaneously, including the firm’s Organic Growth Hub
  • Why employee equity ownership is central to Modern Wealth’s culture
  • The “Four Horsemen of Modern Wealth”: Jason Gordo, Mike Cappelle, Gary Roth and Jason Del Col
  • …and much more!

Join us in the fast lane for an episode jam-packed with valuable lessons and great stories from Gordo’s career.

Topics:
(0:15) Meet Jason Gordo

(1:05) Summer fun racing through Europe

(1:35) A shared love of Porsches

(3:00) Adventures on the infamous Autobahn in Germany

(5:00) Cruising at a speed of 152 miles per hour

(5:55) Gordo’s first introduction to investing, taking us back to his 16th birthday

(7:20) An early investment in Disneyland, gifted by his parents

(8:45) Ray at Merrill Lynch, an early mentor

(9:00) Buying his first home at age 22 thanks to the stock market

(10:20) Starting out as an advisor at Smith Barney

(10:57) “It’s not about how smart you are, it’s about having the ability to talk to humans.”

(12:30) Starting a brand-new RIA during the GFC

(13:13) Mike Cappelle and Gary Roth enter the scene, leading to Jason joining United Capital

(14:10) Gordo and Lahita’s shared United Capital tenure (though at different times)

(14:45) Jason overload

(15:15) The lore of the United Capital–Goldman Sachs transaction and why it was so impactful

(16:00) The advent of private equity-backed RIAs

(18:35) Modern Wealth soon to cross $16 billion in AUM

(19:00) Takeaways from United Capital when building Modern Wealth

(20:20) Avoiding proprietary technology in favor of best-in-class existing tools

(21:34) The Organic Growth Hub

(21:52) Shoutout to Chad!

(23:20) Tackling organic and inorganic growth at once

(24:20) Supporting young advisors coming up in the industry and solving the succession problem of the future

(26:24) Over half of Modern Wealth’s employees are equity holders

(28:30) Modern Wealth’s Confidence Score for clients and prospective clients

(31:49) The Four Horsemen of Modern Wealth: Jason Gordo, Mike Cappelle, Gary Roth and Jason Del Col

(33:35) Friends first, colleagues second

(34:35) “Focus on the people, not the problem.”

(35:33) Supporting a different children’s nonprofit organization each year with his wife

(37:30) Dream job as a kid

(38:20) Moment of gratitude

 

Connect with StreetCred PR:

 

 

Connect with Jason Gordo:

 

 

About our Guest: 

Jason Gordo is co-founder and president of Modern Wealth Management, where he helps lead the firm’s growth strategy, acquisitions and advisor partnerships. Before launching Modern Wealth, Jason served as head of advisor growth at Goldman Sachs Personal Financial Management and was part of the leadership team that helped scale United Capital into one of the nation’s largest RIAs before its acquisition by Goldman Sachs.

 

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The Power of Vision, People and 10x Thinking with Paul Saganey (Ep.32)

The Power of Vision, People and 10x Thinking with Paul Saganey (Ep.32)

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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 relationships that have helped shape the company—including his 10x approach to growth and his reputation as one of the industry’s greatest hype men.

We cover:

  • Jason and Paul’s history, including the moment Paul decided he was ready to embrace public relations
  • The 10x philosophy that anchors Paul’s approach to growth and fuels his hype-man mentality 
  • How spending time with founders outside of financial services has influenced Integrated Partners’ growth
  • What changed at Integrated when Paul’s vision shifted toward building a national firm
  • The ingredients that make for a highly effective financial services PR program
  • …and much more!

Don’t miss this episode filled with great stories, hard-earned advice and wisdom from one of the most kind-hearted and genuine leaders in the industry. 

Topics:
(0:15) Meet Paul Saganey

(1:05) Happy birthday, Paul!

(1:30) Ted Lasso fans in the house?

(4:30) Integrated’s 30th anniversary and hitting $30 billion in AUA

(5:15) Paul’s time before Integrated Partners

(6:00) The benefits of being process-focused

(7:04) Find great people and great accounting firms, then put them together

(8:00) The philosophy of 10x

(9:06) Spending time with founders outside of financial services

(9:15) Why 10x can be easier than 2x

(10:15) The vision to go national

(11:00) Timing is everything: Jason and Paul’s history

(12:10) How StreetCred has sought to mirror Integrated’s culture

(13:22) Knowing what you want to do and putting the right people around you

(13:52) Integrated as StreetCred’s flagship client

(14:20) “Never get in the way of successful people”

(15:05) The greatest hype man an industry could ask for

(16:00) The three things firms need to have figured out

(17:20) Andree Mohr as the future of the firm

(20:22) Jason’s time under Integrated’s roof as an in-house PR practitioner

(21:10) How Paul and Jason met

(22:20) An RIABiz article that changed the tide

(22:40) Paul makes a house call

(24:14) Looking for talent that could help amplify the firm’s message

(27:35) Enter Matt Ackermann!

(28:00) When public relations and marketing are in sync — and we can act as a true extension of our partner’s team

(30:05) Center Stage: Grab a copy today!

(31:38) One piece of advice from Paul: Know your buckets

(34:00) Spreading wisdom across the industry to bring financial planning to more people

(35:49) Grandparent life

(36:38) Moment of gratitude

 

Connect with StreetCred PR:

 

 

Connect with Paul Saganey:

 

 

Resources: 

 

About our Guest: 

Paul Saganey is the founder and CEO of Integrated Partners, an RIA overseeing $30 billion in assets under advisement and StreetCred’s flagship client. He is a recognized industry voice, author and CERTIFIED FINANCIAL PLANNER® professional

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Welcome to PRess Play: The StreetCred Podcast! (Ep. 1)

Welcome to PRess Play: The StreetCred Podcast! (Ep. 1)

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Welcome to PRess Play: The StreetCred Podcast, where financial services meet credibility marketing!

Get ready for captivating conversations with industry leaders, journalists, and top influencers — including the various twists and turns that led them to where they are today.

In this inaugural episode, Elena Krasnow, Jason Lahita, and Jimmy Moock unravel StreetCred PR’s fascinating origin story, shed light on their biggest learnings from decades of PR experience, and set the stage for what listeners can expect from future episodes.

Elena, Jason, and Jimmy discuss: 

  • PR missteps from early in their career — and the wisdom gained from those experiences
  • What ignited their passion for financial services PR
  • StreetCred PR’s core values, vibrant company culture, and future plans
  • Their personal hobbies and interests (a glimpse into the individuals behind the expertise!)
  • And more

Resources:

Connect with StreetCred PR:

About our Guests: 

Elena Krasnow is a dynamic member of the StreetCred PR team who plays an essential role in several key aspects of the day-to-day agency activities. As an experienced writer and editor, she utilizes her written communication abilities to help manage the production and output of high-quality editorial content for clients. With her high degree of emotional intelligence and unwavering commitment to StreetCred’s high standard of client service, she is adept at making clients and teams feel valued while establishing strong, lasting relationships.

Jason Lahita, with a background in PR at United Capital Financial Advisors and an MBA from UC Irvine, took the leap and established his first PR agency in 2012. In 2018, he returned to his roots of working within RIAs when he joined Integrated Partners—a fantastic financial firm that evoked memories of his time at United Capital. Jason spearheaded their PR efforts for two years before venturing into a new phase in 2020. Thus, StreetCred PR was born, with Integrated Partners as its inaugural client. With the addition of new clients and a team of exceptional professionals, StreetCred PR has since gone from strength to strength. 

Jimmy Moock has, for the past 17 years, led campaigns for a diverse range of clients in the financial services ecosystem, including registered investment advisory firms, mutual fund complexes, hedge funds, ETFs, family offices, and more. As the legend goes, Jimmy’s prowess in public relations was apparent during his summer internship in 1998 when he secured a client appearance on CNBC’s “Power Lunch” within his very first week on the job. Building on this early success, he immersed himself in the fast-paced and highly creative public relations landscape of New York City. Jimmy has since played a pivotal role in shaping countless C-level executives’ critical business communications initiatives.

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