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.
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June 6, 2024
Jesse and Gabe sit down with Allison Schraf, a Senior Wealth Planner at Cobblestone Capital Advisors, to discuss the pros and cons of couples (whether married or not) combining their finances.
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May 24, 2024
Jesse and Gabe meet at the 9th green at 9 for a chat about golf and wealth management, and the varied similarities between the two.
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May 9, 2024
Jesse and Gabe are joined by Charlie Ruff, Cobblestone's Head of Investment Strategy & Communications, to discuss commodities investing: the good, bad, and ugly.
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April 26, 2024
Jesse and Gabe are joined by Jordan Millner, Cobblestone's Head of Global Equities, to discuss the merits of international stocks within a diversified portfolio.
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April 12, 2024
Jesse and Gabe go deep on the topic of 529 plans today, helping their listeners understand this fundamental tool in saving for college.
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March 28, 2024
Charlie Ruff and Jesse (sorry Gabe!) sit down with Dan Mason, the General Manager of the Rochester Red Wings, to talk all things Minor League Baseball.
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March 18, 2024
Gabe and Jesse sit down with Tobin Woodruff, a Senior Wealth Planner at Cobblestone Capital Advisors.
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March 1, 2024
Gabe and Jesse chat 1-on-1 about how to conduct challenging financial conversations with friends and family.
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February 15, 2024
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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February 1, 2024
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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January 19, 2024
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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January 4, 2024
Gabe and Jesse answer listener questions for their second rendition of "Ask Us Anything.
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December 21, 2023
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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December 7, 2023
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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November 28, 2023
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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November 10, 2023
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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October 27, 2023
Gabe and Jesse sit down with Karen Menachof on Episode 31 of The Trusted Partner Podcast to understand the challenges of elderly transitions.
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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.
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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.
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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.
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August 17, 2023
Jesse and Gabe sit down for an "ask us anything" episode, answering questions from listeners of the show just like you.
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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.
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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.
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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.
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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.
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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.
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May 25, 2023
Jesse and Gabe sit down with Gina DiMonda, a Senior Relationship Manager at Cobblestone Capital Advisors, to share helpful conversations they've recently had with clients.
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May 11, 2023
Jesse and Gabe sit down with Jordan Millner, a Portfolio Manager and Senior Investment Analyst at Cobblestone Capital Advisors, to discuss active and passive investing.
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April 27, 2023
Jesse and Gabe sit down with Oriol Gimenez, a Managing Partner at both CPG Hospitality and Alojica, two investment management companies specializing in hospitality real estate investing.
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April 13, 2023
Jesse and Gabe sit down with Gary Rossi, head of the Personal Security Insights Program at Fidelity Investments. Gary is the leading cybersecurity expert at Fidelity, and widely considered a leading cybersecurity expert in the financial world.
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March 30, 2023
Jesse and Gabe sit down with Phil Pecora, president and CEO of Genesee Regional Bank in Rochester, NY. Phil shares his experience in Rochester's banking industry and sheds light on the scary banking headlines.
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March 16, 2023
Jesse and Gabe sit down with David Pfalzgraf and Ben Burge, attorneys and partners at Rupp Pfalzgraf in Buffalo. David and Ben share their expertise and stories from decades of corporate and business law
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March 3, 2023
Jesse and Gabe sit down with Nathan Berti, attorney and partner at Hodgson Russ. Nathan shares with us his expertise in trusts and estates law.
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February 16, 2023
Join Jesse and Gabe as they sit down with Charlie Ruff, CFA, a senior portfolio manager at Cobblestone Capital Advisors. Charlie, Gabe, and Jesse discuss the frequently-overlooked topic of bonds and fixed income, and why 2023 presents a unique fixed income landscape unseen in the last decade.
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February 2, 2023
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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January 20, 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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January 5, 2023
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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December 22, 2022
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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December 7, 2022
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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November 28, 2022
Jesse and Gabe sit down with Allison Schraf, Wealth Planner at Cobblestone to discuss Building Your Financial Plan.
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November 9, 2022
Jesse and Gabe sit down with Eric Furnal, CFA, the Director of Private Investments at Cobblestone Capital.
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October 27, 2022
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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October 13, 2022
Today we sit down with Charlie Ruff, Senior Portfolio Manager at Cobblestone Capital Advisors.
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September 9, 2022
Today we sit down with Chris Mooney, Managing Director of Business Development at Cobblestone Capital Advisors.
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September 4, 2022
Today we sit down with Jason Garlock, Chief Investment Officer at Cobblestone Capital Advisors.
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September 4, 2022
In the first episode of The Trusted Partner Podcast, Jesse and Gabe sit down with John DiPasquale, CEO of Cobblestone Capital Advisors. We ask John to explain...
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