Rhinebeck, N.Y. – John G. Ullman & Associates, Inc. (JGUA) commemorated the 25-year anniversary of the opening of its’ Rhinebeck branch office on Thursday, September 28th.
The event, held at Betsy Jacaruso Studio & Art Gallery, featured an intimate crowd that gathered to celebrate the milestone with a contingent of firm leadership, advisors and members of the relationship development team.
Simply Gourmet Events provided the catering services for the celebration, while Austin Bonk & Co. was on site to provide live music for the duration of the affair.
The evening featured several pivotal highlights, including the unveiling of a commissioned painting, crafted by Betsy Jacaruso. The piece featured a cross-street view of the JGUA Rhinebeck Office, which is prominently present at the center of Rhinebeck’s Market Street.
Remarks by JGUA Founder & CEO, John Ullman, and President & COO, Jason Nickerson, CFP®, EA, served as a capstone for the celebration, as the two reflected on 25 years of the firm in Rhinebeck and the work of Senior Vice President’s Tom Snow and Karen Meriwether, CFP®, who spearheaded the efforts of the firm in opening the branch office in 1998.
In a heartfelt ceremony held prior to the celebration, JGUA honored the life and legacy of Claire S. Longden. The event was marked by the dedication of a conference room in the Rhinebeck Office in Claire’s honor, an enduring symbol of her profound impact on the organization.
As a poignant moment of recognition, a beautifully crafted plaque was unveiled, chronicling Claire’s outstanding accomplishments and her dedicated service to the Rhinebeck community. Claire’s pivotal role in establishing JGUA’s presence in Rhinebeck was acknowledged, as she entrusted the firm with the clients she had diligently served through her own financial planning firm, Claire Longden and Associates.
This ceremony celebrated not only Claire’s contributions to the world of finance but also her enduring legacy within the JGUA family and the Rhinebeck community.
About John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc., was founded in Corning, N.Y. in 1978. The firm is a Registered Investment Advisor (RIA) registered federally with the Securities & Exchange Commission*. As an independent, fee-based investment management firm JGUA provides comprehensive wealth management strategies and services to their clients. The firm manages over $1 billion in client assets, with a staff of more than 75 employees. More information is available at www.jgua.com. Follow us on, LinkedIn, Twitter, Facebook, Instagram, YouTube and The JGUA Blog.
*Registration does not imply a certain level of skill or training.
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