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 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 lawListen →
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.Listen →
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.Listen →
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.Listen →
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.Listen →
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.Listen →
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.Listen →
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.Listen →
November 28, 2022
Jesse and Gabe sit down with Allison Schraf, Wealth Planner at Cobblestone to discuss Building Your Financial Plan.Listen →
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 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.