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Jenny Latz

Jenny Latz

CEO & Founder

Jenny is the CEO and Founder of JP Latz Advisors, where she leads a team of seasoned CFOs delivering senior level financial expertise on a flexible basis. Since establishing the firm in 2010, Jenny has served a broad range of clients - including nonprofits, privately held companies and foundations – helping achieve financial clarity, stability, and growth.  Jenny remains actively involved in every engagement, working closely with clients and her fellow CFO Advisors, providing education, resources, and trusted support.

In addition to leading JP Latz Advisors, Jenny has served as CFO of Trees Atlanta since 2010. During her tenure, the nonprofit has expanded from $2 million to more than $12 million, completed three successful capital campaigns, grown from 12 to over 100 employees, and constructed a new headquarters building secured by New Markets Tax Credit financing.

Jenny began her career in investment banking, spending twelve years with Morgan Stanley in New York and SunTrust Robinson Humphrey in Atlanta. During this time, Jenny advised clients across all stages of the corporate life cycle, including early-stage capital raising, budgeting, forecasting, add-on acquisitions, mergers, later stage financings, divestitures, recapitalizations and exit and sale alternatives. Jenny led and executed numerous mergers and acquisitions, private placements, public equity offerings, fairness opinions and financial advisory engagements and successfully completed over $3 billion in transactions across a diverse range of industries.

Community Leadership:

  • Trustee and Finance Committee Chair of The Westminster Schools in Atlanta

  • Prior Chair of the Board of Trustees of Trinity School

  • Member of the Duke Alumni Admissions Committee

Awards: 

  • CFO of the Year Finalist by The Atlanta Business Chronicle in 2013

Education: 

  • B.A., Duke University, in Psychology and Markets and Management Studies

  • M.B.A., The Darden School of Business at the University of Virginia

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