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

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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

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 investment metaphors to simplify financial advice
• Don’s experience launching Bennyhoff & Co.
• how a personal passion, like fly fishing, mirrors financial strategy
• …and more!

Join us for a thoughtful conversation filled with stories from Don’s past and his unique take on investing and behavioral coaching.

Topics:

• (0:56) Meet Don Bennyhoff
• (2:47) What’s for lunch?
• (3:15) Spinach salad du jour
• (5:06) Don’s background and career: Vanguard, Liberty Wealth, and Bennyhoff & Co
• (10:11) Don’s experience with John Bogle
• (16:12) Advice for investors during market downturns
• (20:14) Don’s investing analogies
• (23:45) Applying Yogi Berra’s wisdom to investing strategies
• (29:00) 60/40 portfolio discussion tied to financial goals and risk
• (33:05) Bennyhoff & Co: Don’s move into entrepreneurship
• (34:40) Time for our Play segment!
• (35:38) Dreams of being a professional baseball player
• (36:49) His passion for Philly sports teams
• (38:35) Don’s hobbies: fly fishing and spending time with grandkids
• (40:27) Moment of gratitude
• (41:04) Right place, right time

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

Connect with Don Bennyhoff:

• Website: Bennyhoff & Co
• LinkedIn: Don Bennyhoff

About our Guest:

Don is the founder of Bennyhoff & Co., a fractional CIO consulting firm for growth-minded RIAs, family offices, endowments and foundations. He has worked in the financial services industry for over 30 years and is a Chartered Financial Analyst. He most recently served as chief investment officer and chairman of the investment committee at Liberty Wealth Advisors.

In 2020, Don retired from Vanguard after nearly 23 years, where he worked as a senior investment strategist. Don was also a co-creator and co-author of Vanguard Advisor’s Alpha research, which is highly regarded in the financial services industry and plays a key role in shaping advisor best practices. Don is also an expert content creator, known for his market commentary, blogs and articles. He has published content in various media outlets including the Wall Street Journal, Barron’s, CNN, Market Watch, among others.

He is a father of four, a grandfather of three, and devoted husband. He also supports the fantastic efforts of the Teton Regional Land Trust, the Native Fish Coalition, and Reel Recovery.

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.

With experience spanning executive roles at Microsoft, SoFi, Pinterest and Honey, Joanne gives us a look behind the curtain of how she helped these companies become multi-billion-dollar businesses. She also discusses her passion for financial planning and the work she’s done to create impactful spaces for women to connect and grow as leaders.

Joanne covers:

• how she transformed her college newspaper into an $800,000-a-year business
• the story of how she built the ad department at Microsoft
• her work launching Recode with Kara Swisher
• the creative initiatives she led at Pinterest and SoFi
• why having a financial plan is one of the most important things you can do
• her work as a strategic advisor for The Female Quotient
• the importance of giving and receiving feedback
• …and so much more!

Joanne’s career is a masterclass in vision, resilience and bold decision-making. This episode is packed with insights you won’t want to miss.

Topics:

• (1:02) Meet Joanne Bradford
• (3:04) What’s for lunch?
• (3:20) The viral chicken salad trend
• (5:40) College days: Running an $800K newspaper business
• (11:25) From the San Francisco Chronicle to Yahoo! and Demand Media
• (14:14) Building Pinterest’s monetization strategy
• (14:58) Joining SoFi as a startup, building its brand and scaling from $500M to $6B
• (19.05) At Microsoft, reverse-engineering products based on Walt Mossberg’s reviews, meeting Kara Swisher and becoming a known industry figure
• (21:37) Reflecting on past corporate training programs
• (22:51) The importance of failing fast, iterating and learning from mistakes
• (25:40) The power of financial planning in career and life choices
• (35:45) The Female Quotient and women in leadership
• (40:24) Advice on career growth, leadership and risk-taking
• (47:02) Play segment: Luxury fashion finds & travel plans
• (49:58) Moment of gratitude

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

Connect with Joanne Bradford:

• LinkedIn: Joanne Bradford
• X (Twitter): Joanne Bradford
• Obvious Ventures

About Our Guest:

Joanne Bradford is an experienced operating executive with a demonstrated track record of helping build companies at every level, from startups to Fortune 50 enterprises. She is currently the Chief Money Officer at Domain Money, where she exercises her passion for simplifying financial planning and empowering people to achieve their goals.

Joanne’s rich technology background includes pivotal executive roles such as President of Honey, COO of SoFi, Chief Revenue Officer at Microsoft, and Head of Partnerships at Pinterest (to name a few), contributing to over $20 billion in total value creation.

She also serves as a strategic advisor to the Female Quotient, focusing on the Business of Equality, and has been a strong advocate for women in business for decades. Additionally, she is on the boards of Kahoot, Cue Health, and Super.

She also maintains her own advisory practice, JBRAD Advisors, which works with elite CEOs and executives to scale high-growth companies and launch new offerings.

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 JP Morgan to GeoWealth, including her early challenges and breakthroughs
• her passion for empowering women in financial services
• the significance of private and semi-private alternatives in portfolio strategy
• GeoWealth’s groundbreaking partnerships with BlackRock and Goldman Sachs
• strategies for balancing family, career and giving back
• …and more!

Discover how Jen’s dedication to innovation and inclusion is shaping GeoWealth’s next chapter.

Topics:

• (0:54) Meet Jen Wing
• (2:38) What’s for lunch? (or breakfast)
• (6:21) Growing up in Connecticut
• (7:07) Money does buy happiness…to an extent
• (7:55) Starting at JP Morgan Private Bank in 2008
• (9:11) Building the robo advisor at JP Morgan
• (9:58) The move to GeoWealth
• (10:13) The intersection of technology and finance
• (11:20) Experience growing up in a log cabin and its influence
• (13:20) Penn State vs. West Virginia
• (17:21) The shift from model portfolios to ETFs
• (19:00) Meeting and learning from Jamie Diamond at JP Morgan
• (21:14) GeoWealth’s partnerships with BlackRock and Goldman Sachs Asset Management
• (22:16) What is a turnkey asset management program (TAMP)?
• (25:20) Custom model portfolios at scale
• (28:15) Why alternatives matter in portfolio management
• (29:20) Private companies versus public companies
• (30:14) Discussion on private equity and semi-private alternatives
• (35:30) GeoWealth’s unique workplace culture, including its trend of hiring former professional athletes
• (37:27) Importance of supporting women in financial services
• (46:52) Moment of gratitude: mentors and female-led RIAs

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

Connect with Jen Wing:

• LinkedIn: Jen Wing
• X (Twitter): Jen Wing

About our Guest:

Jen Wing is the chief investment officer and head of investment solutions at turnkey asset management platform GeoWealth. She is responsible for delivering on the broad range of investment needs of the firm’s clients, ensuring the platform offers access, flexibility and investment expertise. Since joining GeoWealth, she has also built out the firm’s model marketplace to 800+ models, taking work directly off of advisors’ plates. Jen draws from 15 years of experience at J.P. Morgan in various positions in wealth management– from investment manager due diligence to digital product, strategy, operations and more. She received her MBA from The Wharton School at University of Pennsylvania and received her BS in Finance from The Smeal College of Business at The Pennsylvania State University.

What does it take to go from celebrity interviews to financial PR?

In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Mercedes Barba, StreetCred’s newest account supervisor, to explore her journey from journalism to public relations. From her time spent on the red carpet in Hollywood to crafting compelling narratives in personal finance and financial services, Mercedes shares how her journalism background informs her current PR pursuits.

Mercedes also highlights her passion for elevating diverse voices and shares some of her best tips for building strong relationships with journalists.

They discuss:

• Mercedes’ dynamic career journey
• her Emmy nomination for a documentary at Money Magazine
• the impact of personal finance journalism in amplifying underrepresented voices
• strategies for building relationships with journalists
• the role of SEO in crafting successful pitches
• what excites Mercedes about her future at StreetCred PR
• and more!

Discover how Mercedes’ experience behind the mic and in the newsroom is now helping StreetCred’s clients shine in the media spotlight.

Topics:

• (0:53) Meet Mercedes Barba
• (2:18) What’s for lunch (breakfast)
• (4:00) From entertainment media to financial journalism
• (7:09) Working on CNBC’s Make It series
• (8:10) “Finance can kind of touch all aspects of journalism”
• (8:50) Behind the scenes with Misty Copeland and other inspiring stories
• (10:56) The stresses of parenting young ballerinas
• (13:50) Teaching at Mercedes’ local community college
• (15:00) Building relationships with journalists: tips and tricks
• (16:26) The power journalists have to elevate entrepreneurs
• (17:46) Networking with journalists on social media
• (18:06) Knowing the journalist’s beat, and sticking to it
• (19:09) The importance of strong relationships in public relations
• (19:30) The evolving newsroom: editors vs. reporters
• (22:11) Finding the right angle for a given publication
• (23:15) The “million dollar baby” storyline and the power of compound returns
• (25:58) The unique tactics that are needed for effective public relations in financial services
• (28:04) How some journalists earn their stripes
• (31:17) The power of SEO
• (32:13) Exciting opportunities at StreetCred PR
• (34:22) Time for our Play segment!
• (35:19) The joys of motherhood
• (37:21) “Did anyone see Wicked?”
• (37:38) Moment of gratitude: Mercedes’ father and his lasting legacy

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

Connect with Mercedes Barba:

• LinkedIn: Mercedes Barba

About our Guest:

Mercedes joined StreetCred as an Account Supervisor after an almost 10-year career as a personal finance journalist. She’s worked with renowned brands like CNBC, Money Magazine, Bankrate and more, where she led large editorial and video teams, earning an Emmy nomination in the process.

Her journey into journalism started in Los Angeles in 2008, where she was interviewing celebrities on red carpets. In 2015, Mercedes moved to New York City to pursue her master’s in journalism from NYU, where she found her passion for personal finance.

Mercedes has played a key role in shaping hundreds of personal finance stories that have reached millions of readers monthly, and has a firsthand understanding of how media exposure can drive business growth. Since joining StreetCred, she has applied her experience and media contacts to further boost our clients’ media profiles.