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.
March 27, 2025
This week, we’re diving deep into the world of global finance with a truly special guest—Jeff Kleintop, Chief Global Investment Strategist at Charles Schwab. With a staggering $7 trillion in assets under management, Schwab’s insights shape the financial landscape, and Jeff is at the helm of international market analysis. In this episode, Jeff unpacks the latest on tariffs, trade tensions, global economic trends, and market opportunities—including why Europe’s “New Magnificent Seven” might be the next big thing. Plus, we tackle investor confidence, employment shifts, and the ever-changing role of the U.S. in global trade.
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February 27, 2025
Stock options. Restricted stock units (RSUs). They sound like Wall Street jargon, but if part of your paycheck comes in company stock, these terms could make—or break—your financial future. Join hosts Jesse Cramer and Gabe Chodak as they dive into the world of equity compensation, with Certified Financial Planner (CFP), Allison Shuler. Together, they unravel the complexities of stock compensation, the tax implications you can’t ignore, and the common mistakes that could leave thousands (or more!) on the table.
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January 30, 2025
John DiPasquale, managing partner at Cobblestone Capital Advisors reflects on his 26 years with the firm, discussing its evolution from a small team to a mid-sized business with a strong focus on client satisfaction and sustainable growth. The conversation transitions into a discussion on macroeconomic factors, the importance of setting realistic market expectations, and the role of goals-based investing.
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December 26, 2024
Michael Burton, a private investment analyst at Cobblestone Capital Advisors explores the intricacies of residential real estate investing. He shares his journey from junior year in college to owning multiple rental properties in Rochester, New York, and explains the due diligence required for successful real estate investments.
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November 29, 2024
David Riley, an expert in investment banking, discusses the intricacies of the industry, especially within the context of Western New York. He breaks down how investment banks facilitate large-scale financial transactions, including mergers, acquisitions, and capital raising.
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October 31, 2024
Gabe and Jesse explore the world of travel with Kim Greulich, owner of KG Travel Club. As a travel expert, Kim guides listeners through enhancing travel experiences beyond conventional methods. The discussion covers the importance of travel as an investment in personal growth and family bonding, exploring lesser-known destinations, and smart budget management.
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September 27, 2024
Gabe and Jesse discuss the Federal Reserve's recent September 20th 50 basis points rate cut and its ramifications. They explore the effects on various investment decisions, such as high-yield savings accounts and fixed-income investments, and the broader implications for the stock and real estate markets.
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August 29, 2024
Zach Stanley joins the podcast to share insights into the future of the sports card industry, its role as an alternative asset and Zach’s personal stories of treasured sports memorabilia. Zach explains the concept of card breaking, the financial rationale for buying specific teams and its impact on the sports card industry.
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July 31, 2024
Jesse and Gabe are joined by Jason Garlock, Chief Investment Officer at Cobblestone Capital Advisors, to demystify hedge funds. The conversation covers what hedge funds are, their legal structure, investment strategies, performance metrics, fee structures, and regulatory environment.
Listen →Jesse Cramer
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 Chodak
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.
