Insero Names New Partner and Principal
Rochester, N.Y. – January 27, 2026 – Insero Advisors, LLC has announced that Jenna Harding has been admitted as a partner in the firm and that Christie Caldwell has been promoted to principal.
“Our new leaders have a wealth of knowledge to share and our clients see a great benefit from their expertise,” said Nancy Catarisano, CEO of Insero Advisors, LLC. “We are very proud of their accomplishments and are glad to have them on our team.”
Both are Certified Public Accountants in New York state and have provided their skills and expertise not only to their clients but to the Rochester community through board involvement and volunteering with a variety of local nonprofit organizations.
Harding is a member of the firm’s Audit Department and specializes in tax planning, compliance, and consulting services to businesses, including large multi-state pass-through entities and consolidated corporations. She resides in Webster, NY, and is a graduate of Grove City College.
Caldwell is a member of the firm’s Client Accounting Services Group and specializes in accounting advisory services for businesses and nonprofit organizations, including performing arts, museums, and other cultural organizations. She resides in Penfield, NY, and is a graduate of the State University of New York, College at Brockport.
ABOUT INSERO
Insero is a Rochester-based accounting and advisory firm with a unique focus on people. Insero’s purpose is to deliver solutions that inspire confidence, fueled by genuine care. This focus, along with valuing trust, growth, and innovation, is how Insero redefines the experience of working with an accounting firm beyond industry standards. Learn more at www.inseroadvisors.com.