Tag: Press Play
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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Why Human Connection Is the Real AI Strategy with Reed Colley (Ep. 31)

Why Human Connection Is the Real AI Strategy with Reed Colley (Ep. 31)

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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 a genuine commitment to listening to advisors about what drives value. Reed speaks to the importance of empowering clients through technology while keeping the human element at the heart of financial advice. He also shares key announcements from Orion at Ascent, including an expanded collaboration with Anthropic and the rollout of the enterprise version of Denali AI.

We cover:

  • What makes Orion Ascent unique and the beauty of real-time collaboration
  • The major inflection point advisor technology is facing today 
  • Centering human connection in building an AI strategy 
  • How advisors can use AI to create deeper, more powerful client relationships 
  • Reed’s personal passions and love of the outdoors
  • …and much more!

Don’t miss this conversation on how technology and human connection are coming together to shape the future of advice.

Topics:

(0:27) Welcome to this special episode of PRess Play, live from Orion Ascent

(0:42) Sunny San Diego

(1:32) Reed’s 20+ year career in wealth technology

(1:57) Building Black Diamond

(2:27) Summit’s growth and eventual merger with Orion

(3:12) An almost baseball player turned wealthtech innovator

(3:57) What makes Orion Ascent unique as an event?

(4:02) The opportunity to collaborate in real time

(4:47) How Orion is building real community

(5:27) Understanding what drives value for financial advisors

(5:52) Listening to clients in order to empower them

(6:22) A major inflection point in the technology revolution and future of financial advice

(6:32) “A little thing called AI”

(6:47) How advisors can use AI to create deeper and more powerful relationships with clients

(7:27) Focus on the human connection and lean into that as a strategy

(7:57) “If you’re not already using AI, start using it”

(8:15) Orion’s enterprise level Denali AI

(8:35) AI is a very supportive companion, sometimes too supportive

(9:20) Orion’s expanded collaboration with Anthropic, the core engine behind the Denali platform

(10:12) Creating the right structure and compliance around data

(10:47) Human-first, AI-powered

(10:59) Time for our play segment!

(11:07) What Reed would be doing right now if he wasn’t at Orion

(11:49) Reed’s favorite things to do for fun: the importance of family and spending time outdoors

(12:46) Moment of gratitude

(13:47) There’s three versions of every scenario, your version, someone else’s version and the real version

 

Connect with StreetCred PR:

 

 

Connect with Reed Colley:

 

 

About our Guest: 

Reed Colley joined Orion in January 2025 as President of Orion Advisor Technology following Orion’s acquisition of Summit Wealth Systems. As co-founder and CEO of Summit, Reed recognized the need to humanize wealth management by creating a modern, digital and mobile experience for advisors and their clients. Prior to Summit, Reed founded and served as CEO of Black Diamond Performance Reporting. He also founded calendar analytics platform Copilot, Do Something Great Today, and FlightPath Inc. Reed holds a Bachelor of Science with degrees in Engineering and Economics from Vanderbilt University, where he was a starting pitcher on the baseball team.

Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, Elena Krasnow, Wealth Management, WealthTech, Advisor Technology, Financial Advisors, RIA Industry, Artificial Intelligence, AI in Wealth Management, Financial Technology, Future of Advice, Innovation in Finance, Orion Ascent

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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)

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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 advisors
  • Shannon’s early formative experience working for a woman-led hedge fund
  • Her 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 up
  • The 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:

 

 

Connect with Shannon Spotswood:

 

 

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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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)

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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 journalism
  • His experience at The Daily Upside and how the publication blends serious reporting with humor and pop culture
  • Key lessons from covering markets across multiple financial publications over the years
  • The rise of “new media” and the role AI is beginning to play in shaping financial news
  • Some 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:

 

 

Connect with Sean Allocca:

 

 

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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Storytelling, Trust & Financial Journalism with Diana Britton (Ep. 27)

Storytelling, Trust & Financial Journalism with Diana Britton (Ep. 27)

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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 journalism
  • her experience writing about defined benefit pension plans
  • the issues surrounding 403bs and their lack of regulatory scrutiny
  • analogies and insights from Philip Palaveev, author of “The Ensemble Practice”
  • her perspective on AI in journalism and whether she can spot a ChatGPT-written pitch
  • the origin story of The Healthy Advisor and its human-centered mission
  • her personal passions, including Star Wars and a childhood dream of becoming an astronaut
  • and 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:

 

 

Connect with Diana Britton:

 

 

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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Jacqueline Martinez “The Velvet Hammer”: Her Journey Through M&A (Ep. 26)

Jacqueline Martinez “The Velvet Hammer”: Her Journey Through M&A (Ep. 26)

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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 team
  • the curiosity to be more neutral in the dealmaking process that brought Jacqueline to Alaris
  • how to proceed when clients learn about a sale from the headlines instead of their advisor
  • Jacqueline’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:

 

 

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

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

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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

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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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The Adventures of Ryan VanGorder: Charting New Terrain in Private Markets

The Adventures of Ryan VanGorder: Charting New Terrain in Private Markets

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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 crisis 
  • modern portfolio theory and the benefits of investing in private markets 
  • adventure racing—and how it parallels his life as a CEO
  • …and much more!

Tune in for a compelling conversation about Ryan’s career, investment insights and the adventurous mindset that drives his leadership! 

P.S. Watch on YouTube to see Ryan do periodic jumping jacks.

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