
managing partner, @StreetCred_PR girl dad, x3
Yardley, Penn.
Joined January 2009
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- Followers1.5K
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LFG!!! 🚀🔥🚨
We are so proud to announce that Emma Smith, a veteran financial communications pro, has joined @StreetCred_PR as our Executive Vice President.
Her depth of knowledge and PR skill will drive us to be our best as we continue to grow & evolve as an agency.
businesswire.com/news/home/2…
Jimmy Moock retweeted
⚡ We’ve dropped another episode of PRess Play: The @StreetCred_PR Podcast!⚡
In this conversation, hosts @elenaspeaking and @jimmymoock are joined by @DuranMoney, industry titan and managing partner of Rise Growth Partners.
Joe reflects on the emotional and creative side of leadership. He explores what it takes to make a lasting impact as a large RIA and why credibility and storytelling matter more than scale. From the founding of United Capital to the principles guiding Rise Growth Partners, he shares how purpose, curiosity and originality shape everything he builds.
Don’t miss this honest conversation with one of the clearest voices in the industry about finding meaning, protecting your soul and creating work that matters.
🎧 Listen and subscribe here: youtu.be/NdmzhOJG0W0
Jimmy Moock retweeted
Coming up on the MiB podcast, the one and only @morganhousel, on the art of spending money, and the difference between happiness and contentment
Jimmy Moock retweeted
🔥NEWS🔥
@gotk1s has announced its client advisory board. Their insights will ensure Arch remains relentlessly client-first, with the goal of becoming the technology company most attuned to and responsive to the needs of private investors.
businesswire.com/news/home/2…
Jimmy Moock retweeted
Hey folks! Some news!
We’re excited to welcome @DaveNadig back to ETF.com as our new President & Director of Research.
Dave has been at the center of ETF innovation and community building for more than 30 years. His leadership, credibility, and vision will help drive our mission to create the most trusted platform for ETF events, content, community, and education both online and at live events.
Full announcement: businesswire.com/news/home/2…
Jimmy Moock retweeted
🔥 🚵🏻 ICMYI: In this episode of PRess Play: The @StreetCred_PR Podcast, hosts @elenaspeaking and @jimmymoock sit down with Ryan VanGorder, CEO of @optoinvest. Ryan takes us on an exciting ride, detailing his experiences adventure racing around the world and reflecting on his 20+ year career in financial services.
🎧: youtube.com/watch?v=D8ckNvwC…
Jimmy Moock retweeted
🤝NEWS: PARTNERSHIP🤝
RISR has announced its partnership with @Integrated4FAs, empowering Integrated's advisors, CPAs and tax professionals to deliver next-level, advanced planning for business owners.
businesswire.com/news/home/2…
Jimmy Moock retweeted
MAI Capital has brought on board the practice of two Cincinnati investment advisers focused on sports and entertainment clients. bizjournals.com/cleveland/ne…
Jimmy Moock retweeted
MAI Capital Management expands its sports & entertainment division, adding Jon Hayes & Tim Hightower from Constellation Sports Council. $280M in AUM transitions, enhancing services for athlete clients.
hubs.la/Q03fl8040
Jimmy Moock retweeted
🔥 New Episode of PRess Play🔥
@elenaspeaking and @jimmymoock are joined by the unstoppable @jbradhere, chief money officer of @domainmoney. Joanne takes us on an inspiring journey through her impressive career, from her time at Microsoft, SoFi and Pinterest to present day.
🎧: youtu.be/dHn85HvLM6E
Jimmy Moock retweeted
Charlie Munger famously said, "Avoid stupidity, it's easier than seeking brilliance."
And that's what investor @Ritholtz's new book is all about–avoiding bad ideas, numbers, and behaviors.
Here are 10 key lessons from "How NOT To Invest":
Jimmy Moock retweeted
Replying to @RitholtzWealth
@RitholtzWealth Execs Launch Chart Platform for Advisors
@michaelbatnick, managing partner and director of research at RWM, is leading the venture as CEO. @mattcerminaro, a research associate at RWM, is chief product officer of Exhibit A.
Read more >> spr.ly/60100d0Fq
Let's go!!!
🎉📣 BREAKING NEWS: We are thrilled to welcome our friend, collaborator and brilliant mind Charles R. Barrett as Senior Creative Director at @StreetCred_PR!
Charles has been working with us as an external partner for years, and will now be deploying his extensive brand development and design expertise exclusively as a member of our team. In this capacity, he will help further elevate our own unique brand, and those of our clients.
With 35+ years in the creative industry, Charles has built a distinguished career that began in the music business at Bertelsmann Music Group, RCA and Atlantic Records. His expertise spans various sectors, and his collaborative, creative leadership has enabled him to work alongside some of the most talented artists and art directors in the country.
In 2007, Charles took a bold step and founded FZ Creative, an award-winning brand marketing and design agency in Yardley, Pennsylvania. Over the years, his team has crafted impressive brands across multiple industries, including financial services, staffing and careers, B2B product development and more.
✨ His client roster speaks for itself, including noteworthy names like: Hilton Worldwide, TransUnion, TIAA, Northern Trust, Six Flags, Cisco, ServiceMaster and more. He has also previously, and successfully, worked with some of StreetCred’s existing clients.
In addition to his work at FZ Creative, Charles founded FZ Works, a dynamic creative space in Yardley, PA, built to foster collaboration, innovation and community.
Please join us in giving Charles a very warm welcome to the StreetCred team! 🥳🚀
Jimmy Moock retweeted
On this episode of Live from The Compound, @Downtown Josh Brown is joined by Barry @Ritholtz, Co-founder and Chairman of @RitholtzWealth Management to discuss his new book release "How Not to Invest"📚🔥🆕
⏯️youtube.com/watch?v=Pq5smU84…
So pumped for Matt and the team. Let's go!!!
A cold email one year ago changed my life.
Without it, Exhibit A wouldn’t exist. Here’s our story:
Around this time last year, @michaelbatnick, @Downtown, @Ritholtz, @awealthofcs, and @krisvenne gave me the opportunity to enhance @TheCompoundNews and @RitholtzWealth's chart game.
As a superfan of their content, I was over the moon.
In theory, the project was simple: create consistent branding across internal market-related charts so advisors could look sharp and build trust with clients and prospects.
But in practice, it was far more complex: find the raw data, build the charts, format them to match the Ritholtz color scheme. It was a 300 hour project.
And I loved every minute of it.
Prior to this, I would ask myself: “why do advisors default to misbranded, outdated charts in their client/prospect communication?”
It turns out the answer was simple: it’s not only hard to do, but overwhelmingly time-consuming (caveat: impossible without the proper skillset).
So myself and Michael assembled an all-star-team including @EricDiviney (our superstar CTO), and @aramfestekjian (the most talented product designer I've ever met), to not only solve the problem, but do it at the highest level in the Wealth Management Industry.
After a year of work and thousands of hours of time put in, on Monday we officially launched Exhibit A at Future Proof Citywide.
We launch with:
- Over 100 custom-branded charts, updated daily.
- 10 custom-branded, pre-built deck templates, updated daily.
- Key talking points.
- Full brand customization (logo, colors, custom disclosures)
- Custom deck creation.
- Automated deck scheduling (recurring to your inbox).
- All on an easy-to-use software platform.
- And this is just the beginning.
What would have taken 300 hours to make can now be accessed in minutes. Exhibit A is your "analyst as a service."
To say I am grateful is an understatement; not only to those mentioned in this post, but to the helping hands along the way: Graham Thomas (our Chief Revenue Officer), @robpas, @billsweet (our CFO), @callieabost, @jimmymoock, @StreetCred_PR , and to all of the advisors that gave us advice along the way. Without your constant support, none of this would be possible.
Advisors that are interested in taking their client communication to the next level can view a demo and start a free trial here: exhibitaforadvice.com.
With all of the gratitude in the world,
Chart Kid Matt
Jimmy Moock retweeted
🔥 New Episode of PRess Play🔥
@elenaspeaking and @jimmymoock are joined by @wingyy, chief investment officer @GeoWealthTech, to discuss her incredible career journey & how her dedication to innovation and inclusion is shaping GeoWealth’s next chapter.
youtu.be/iTY-86dBuFQ
Jimmy Moock retweeted
Jen you are an absolute delight. Thank you so much for taking the time, we LOVED this conversation!!
Jimmy Moock retweeted
📊 NEWS: SURVEY 📊
@orionwealthtech has unveiled the results of its third annual Advisor Wealthtech Survey and inaugural Investor Survey during CEO Natalie Wolfsen’s opening keynote at the #OrionAscent conference in Orlando. businesswire.com/news/home/2…






















