Welcome to The Trusted Partner Podcast, where Cobblestone’s Jesse Cramer and Gabe Chodak lead entertaining conversations with experts from the fields of financial planning and investment management.
September 29, 2023
Charlie Ruff sits down with Gabe and Jesse on Episode 29 of The Trusted Partner Podcast to discuss some top-of-mind financial and economic topics.Listen →
September 14, 2023
The Trusted Partner Podcast is turning 1 year old! To celebrate, in this episode Gabe and Jesse do a recap of the year, which includes statistics, upcoming topics, favorites, and more.Listen →
August 31, 2023
Jesse and Gabe sit down with Cobblestone's younger employees to understand and answer the various financial questions they're seeing most often from their friends and peers.Listen →
August 17, 2023
Jesse and Gabe sit down for an "ask us anything" episode, answering questions from listeners of the show just like you.Listen →
August 3, 2023
Jesse and Gabe sit down with Phil Castleberry, the vice president of University Advancement at Rochester Institute of Technology, to cover the intersection of philanthropy and wealth management.Listen →
July 20, 2023
Jesse and Gabe sit down with Jon Needell, president and chief investment officer of Kairos Investment Management, to discuss commercial real estate, specifically for office and retail space.Listen →
June 28, 2023
Jesse and Gabe sit down with Matt Yaeger, owner of Pinnacle Wine and Liquor in Brighton, NY, to guide our listeners through a non-financial topic - the diverse world of wine and spirits.Listen →
June 22, 2023
Jesse and Gabe sit down with Ryan Bynan, who serves as Alternative Investments Analyst at Cobblestone Capital Advisors, to help our listeners understand the huge and diverse world of alternative investments.Listen →
June 8, 2023
Jesse and Gabe sit down with John Jennings, the President and Chief Strategist of St. Louis Trust & Family Office and author of the recently released investing book The Uncertainty Solution, to help our listeners deal with the ever-present uncertainty in the investing world.Listen →
Jesse serves as an Associate Relationship Manager at Cobblestone. He received an M.S. and B.S. in Mechanical Engineering from the Hajim School of Engineering at the University of Rochester. Prior to joining Cobblestone, Jesse spent 6 years working in the Electro-Optical division at L3Harris, specializing in Mechanical Analysis and Systems Engineering on satellite telescopes. In his spare time, he enjoys reading and writing about personal finance and investing. Jesse, his wife Kelly, and their rotating roster of foster dogs reside in Gates.
Gabe serves as a Senior Relationship Manager at Cobblestone. He received an M.B.A. in Competitive Strategy from the Simon Graduate School of Business at the University of Rochester, a B.A. degree in History from the University of Rochester, and a Master of Science in Adolescence Education from the Warner School at the University of Rochester. Prior to joining Cobblestone, Gabe spent 3 years in the Advancement office at the University of Rochester, where he focused on the philanthropic efforts of the University and its athletics programs. Currently, he serves on the Board of Directors at Daystar Kids, Hillel Community Day School, and The Jewish Federation of Greater Rochester. Gabe, his wife Patricia, and their two children reside in Brighton.