May 25, 2023
Jesse and Gabe sit down with Gina DiMonda, a Senior
Relationship Manager at Cobblestone Capital Advisors, and all three
share helpful conversations they've recently had with clients. In
this episode, they discuss:
- What exactly "relationship managers" do
- What we've heard lately - especially on banking,
chances...
May 11, 2023
Jesse and Gabe sit down with Jordan Millner, a Portfolio Manager and Senior Investment
Analyst at Cobblestone Capital Advisors. In this episode, they
discuss:
- Defining Active & Passive Investing
- How *every* portfolio falls on the active/passive
spectrum