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Cobblestone Capital Advisors
Cobblestone Capital Advisors
Episode 40 - Hard Money Talks with Family and Friends
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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 40 - Hard Money Talks with Family and Friends

Episode 40 - Hard Money Talks with Family and Friends

Gabe and Jesse chat 1-on-1 about how to conduct challenging financial conversations with friends and family.

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Episode 39 - Earnings Season:  What to Watch For

Episode 39 - Earnings Season: What to Watch For

Gabe and Jesse sit down with Charlie Ruff, senior portfolio manager at Cobblestone, to discuss the details of earnings season in the stock market.

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Episode 38 - When Do You Need Personal or Business Insurance

Episode 38 - When Do You Need Personal or Business Insurance

Gabe and Jesse chat with Adrian Morgenstern, founder and president of Morgenstern Insurance Services, about the intricacies of personal and commercial insurance.

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Episode 37 - Reviewing '23 and Looking to '24

Episode 37 - Reviewing '23 and Looking to '24

Gabe and Jesse chat with Cobblestone CEO and Managing Partner John DiPasquale to review the year of 2023 and look at significant economic and investing questions facing us all in 2024.

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Episode 36 - Ask Us Anything (Volume #2)

Episode 36 - Ask Us Anything (Volume #2)

Gabe and Jesse answer listener questions for their second rendition of "Ask Us Anything.

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Episode 35 - When Your Loved Ones Have Alzheimer's

Episode 35 - When Your Loved Ones Have Alzheimer's

Gabe and Jesse sit down with Arlene Wilson, director of programs for the Alzheimer's Association of Rochester and the Finger Lakes, to discuss the best ways we can help friends and loved ones suffering from Alzheimer's.

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Episode 34 - Venturing into Startup Investments

Episode 34 - Venturing into Startup Investments

Gabe and Jesse sit down with David Brown, founder and managing partner at Impellent Ventures, on Episode 34 of The Trusted Partner Podcast to discuss the basics of the venture capital space, including the venture space in Western New York.

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Episode 33 - Many Paths to Portfolio Success

Episode 33 - Many Paths to Portfolio Success

Gabe and Jesse sit down with Jason Garlock, Chief Investment Officer at Cobblestone, on Episode 33 of The Trusted Partner Podcast to discuss the many paths to long-term portfolio success.

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Episode 32 - Planning Your Employee Benefits for 2024

Episode 32 - Planning Your Employee Benefits for 2024

Gabe and Jesse sit down with Erick Bond on Episode 32 of The Trusted Partner Podcast to discuss the new employee benefits landscape during "Open Enrollment" for the 2024 calendar year.

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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.