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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