Operations

Julie A. Bazan

Julie A. BazanJoined 2015

Julie serves as Chief Operating Officer at Cobblestone. She received a Master of Science from St. John Fisher College, a Master of Arts from Nazareth College, and a Bachelor of Arts from William Smith College. Prior to joining Cobblestone Capital Advisors, Julie served as Assistant Vice President of Operations & Administration at Manning & Napier Advisors in Fairport, NY. Julie is a member of the Rochester Women’s Network, the Rochester Women’s Council and Lollypop Farm President’s Council. Julie serves on the Board of the Greater Rochester Red Cross and the William Smith Alumnae Association. She is a former Board Chair of the Western Region Easter Seals and NY State Easter Seals Board member. Julie and her husband Michael reside in Geneva.

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Tara M. Henry

Tara M. Henry, RP®Joined 2007

Tara serves as Client Operations Manager for Cobblestone. In addition to managing the Client Service Team, Tara also performs operational duties including performance reporting and specialized client reporting. She received a B.S. degree magna cum laude in Education from Bridgewater State University with a double major in Elementary Education & Communication Studies. Tara has earned the Registered ParaPlannersm designation and serves on the Board of Directors for the Rochester Chapter of the Executive Women’s Golf Association. Tara, her husband James, and their daughter reside in Fairport.

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Margaret A. Magoffin

Margaret A. MagoffinJoined 1987

As Senior Operations Associate, Margaret is primarily responsible for billing and account reconciliation at Cobblestone Capital Advisors. She attended Longwood University in Farmville, VA. Prior to joining Cobblestone, Margaret worked in the Institutional Asset Management Group at JPMorgan Chase. In her spare time, Margaret serves as President of the Upstate NY Boxer Club, and as a member of the Board of Directors for the Dog Obedience Training Club of Rochester, NY (DOTCORNY). Margaret and her husband Joe reside in Penfield.

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Vinh T. Nguyen

Vinh T. Nguyen, Joined 2016

Vinh serves as Senior IT Business Analyst. Prior to joining Cobblestone, Vinh supervised Production Support & Quality Assurance teams at Manning & Napier Advisors in Fairport, NY. He received a B.A. degree in Information Science and Policy from the University at Albany. Vinh resides in Fairport with his wife, Emily.

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Abigail K. Runyon

Abigail K. RunyonJoined 2016

Abby serves as Operations Associate at Cobblestone. She received a B.A. degree in Mathematics and Biology from Hamilton College. Prior to joining Cobblestone, Abby worked at Manning & Napier Advisors as a Mutual Fund Operations Associate. She resides in Fairport.

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Pauline B. Rutberg

Pauline B. Rutberg, CPAJoined 2012

Pauline serves as Controller at Cobblestone. She is a Certified Public Accountant and received a BBA degree in Accounting from The College of William and Mary. Prior to joining Cobblestone, Pauline served as Finance Manager for the American Australian Association, Controller for Small World Media and iXL-New York, and as an Audit Manager at Price Waterhouse. She currently serves on several committees for the Jewish Federation of Greater Rochester and has been a leader in Pittsford PTSA. Pauline, her husband David, and their two children reside in Pittsford.

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Jill M. ViscaJoined 2016

Jill serves as Client Experience Specialist at Cobblestone. Prior to joining Cobblestone, Jill spent nine years in the New York City office of Morgan Stanley, where she worked in Prime Brokerage.  She received a B.S. degree in Business Administration and Finance from the University of Vermont.  Jill resides in Rochester.

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