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Utica–area financial planning firm hires co-director of client service and operations

By Journal Staff

Date:

Sharon Kaelin
Sharon Kaelin

NEW HARTFORD, N.Y. — CoughlinGiambrone, LLC, a boutique financial-planning firm based in New Hartford, announced it has added Sharon Kaelin as its co-director of client service and operations.

Kaelin, who has 12 years of industry experience, will be servicing clients and assisting with financial-plan development, according to a CoughlinGiambrone news release.

CoughlinGiambrone, founded in 1996, is headquartered at 610 French Road in New Hartford. The firm’s founding partners are Dennis D. Coughlin and Christopher C. Giambrone.

Contact the Business Journal News Network at news@cnybj.com

Photo credit: CoughlinGiambrone, LLC

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