Tara M. Henry, FPQP™Joined 2007
Tara serves as Director of Operations for Cobblestone. 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 designation of Financial Paraplanner Qualified Professional™ 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.
Margaret A. MagoffinJoined 1987
As Operations Manager, Margaret is primarily responsible for the integrity of the data within the Firm’s Portfolio Management System, billing, and the oversight of the Operations group. 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 on the Boards of the Upstate NY Boxer Club, Boxer Club of Western NY, and the Dog Obedience Training Club of Rochester, NY (DOTCORNY). Margaret and her husband Joe reside in Penfield.
Timothy J. O’RourkeJoined 2018
Timothy currently serves as Operations/Systems Analyst for Cobblestone. With almost 20 years of experience in Information Technology at large organizations, Timothy’s forte has been Systems Analysis & Design and Project Management. He graduated with a B.A.A. in Information Technology from Rochester Institute of Technology. Timothy currently resides in Rochester.
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 is a Board Member of NCJW-Greater Rochester Section and Friends of Sutherland Field Hockey. Pauline, her husband David, and their two children reside in Pittsford.
Terri L. Cimon Joined 2017
Terri serves as a Client Service Specialist at Cobblestone, supporting the development and production of standard and customized client reporting. Prior to joining Cobblestone, Terri worked at Fidelity Investments where she held various roles, including Senior Performance Analyst, Fund Reporting Manager, and Quality Manager. She received her B.S.B.A. degree from Boston University’s Questrom School of Business. Terri, her husband Marc, and their two sons reside in Victor.
Tricia A. Petrosino Joined 2017
Tricia serves as Investment Operations Associate at Cobblestone. She received a B.A. degree in Theatre Arts from Nazareth College of Rochester. Tricia has over 7 years of experience streamlining data flows and creating efficiencies to maintain data integrity. Prior to joining Cobblestone, she worked as Data Analyst for MVP Health Care. Tricia and her husband, Joe, reside in Fairport.
Gizem Koçak Joined 2019
Gizem is currently an Operations Associate at Cobblestone. She is a 2019 CFA Level II candidate and graduated Summa Cum Laude from the City College of New York with a B.A. in Economics and Finance and supplemental computer science coursework. Prior to joining Cobblestone, Gizem was an Algorithmic Trading Analyst at the Royal Bank of Canada Capital Markets. A Rochester native, she lived in Manhattan for 5 years where she also served as the captain of a Women’s Soccer Team and volunteered with youth soccer programs throughout the City. Gizem currently resides in Rochester.