Jamie Kaltenbach

Engagement Partner

Areas of Expertise:

Financial Leadership
Real Estate Investment Management
Financial Reporting and Analysis
Accounting Systems Development
KPI Development
Tax Preparation and Consulting
Distressed Property Management
Cash Management
Strategic Financial Planning
Compliance and Risk Management

Recent Engagements:

CFO, Wolf Creek Tree Farm, Cullowhee, NC
CFO, Weissberg Investment Corp. (McLean, VA)

Previous Experience:

CFO, Keystone National Properties (Jericho, NY)
CFO, Yada Yoga (New York and Los Angeles)
CFO, RealOp Investments (Greenville, SC)
VP of Accounting and Finance, TIC Properties (Greenville, SC)

Jamie Kaltenbach is a seasoned financial professional with extensive experience in financial leadership and real estate investment management. Jamie’s career trajectory has included impactful roles with prominent firms such as Morgan Stanley Real Estate Investing, Cousins Properties, and Songy Partners, where she managed accounting for major real estate funds and Class A office spaces. Jamie’s expertise in developing financial reports and models, combined with her ability to communicate complex financial information clearly, has been instrumental in driving organizational success.

Jamie Kaltenbach

Engagement Partner

"I'm excited to work with local, Upstate clients to enhance their financial operations and achieve their business goals."

—Jamie Kaltenbach