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Cobblestone Capital Advisors
Cobblestone Capital Advisors
Episode 12 - Wild Times in Residential Real Estate
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About the show

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.

Recent Episodes

Episode 12 - Wild Times in Residential Real Estate

Episode 12 - Wild Times in Residential Real Estate

Jesse and Gabe sit down with Trip Pierson, owner of Mitchell Pierson Jr. Realtors in greater Rochester. Trip specializes in residential real estate, serving buyers and sellers all over the greater Rochester region.

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Episode 11- Reviewing 2022 and Looking to 2023

Episode 11- Reviewing 2022 and Looking to 2023

Jesse and Gabe sit down with Jason Garlock, Cobblestone's Chief Investment Officer, to look back on the financial markets in 2022 and discuss what we might expect in 2023.

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Episode 10 - Questions You Should Be Asking Your Advisor

Episode 10 - Questions You Should Be Asking Your Advisor

Jesse and Gabe sit down with Chris Mooney, Cobblestone's Managing Director of Business Development, to discuss the most important and impactful questions we hear from our clients.

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Episode 9 - Year-End Tax Planning

Episode 9 - Year-End Tax Planning

On this episode of The Trusted Partner Podcast, Jesse and Gabe sit down with Ben Dobrzynski, CPA. Ben is a partner at Demott & Smith CPA's, in Rochester NY, where he focuses his practice on providing tax, accounting, and general business advice to individuals, closely held businesses, and seed-stage to late-stage start-up companies.

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Episode 8 - Planning a Remarkable Career

Episode 8 - Planning a Remarkable Career

Jesse and Gabe sit down with Kathleen Pringle, executive career strategist and coach, to discuss the many aspects of planning a remarkable career.

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Episode 7 - Building Your Financial Plan

Episode 7 - Building Your Financial Plan

Jesse and Gabe sit down with Allison Schraf, Wealth Planner at Cobblestone to discuss Building Your Financial Plan.

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Episode 6 - Private Investments 101

Episode 6 - Private Investments 101

Jesse and Gabe sit down with Eric Furnal, CFA, the Director of Private Investments at Cobblestone Capital.

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Episode 5 - All About Benefits

Episode 5 - All About Benefits

Today we sit down with Erick Bond, of Bond Benefits Consulting, to help all our listeners prepare for the upcoming "open enrollment" season in employee benefits.

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Episode 4 – Get the Odds in Your Favor

Episode 4 – Get the Odds in Your Favor

Today we sit down with Charlie Ruff, Senior Portfolio Manager at Cobblestone Capital Advisors.

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Meet the Hosts

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.

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Disclosure: Unless stated otherwise, views, opinions or forecasts expressed in podcasts are exclusively those of the participants and do not necessarily reflect those of the Adviser and/or its employees.
Podcasts are distributed for informational purposes, and are not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Nothing in these communications is intended to be or should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes.