Henry V Kaelber CPA CFP® CGMA – Charlottesville Accountant

Henry V Kaelber resides in Charlottesville, Va and obtained his Certified Public Accountant license in Virginia.  He also earned the Certified Financial Planner® and the Chartered Global Management Accountant designations.  And he passed Level I of the Chartered Financial Analyst examination.

Henry graduated from Manhattan College in January of 1981.  With his Accounting degree in hand, , Henry began his career as a tax associate at a Madison Avenue CPA firm in New York City.  While there, he focused on state tax compliance by finishing up completed federal returns prepared by the managing partner.  He knew then that taxation held a special interest for him.  But he also became fascinated by the CPA firm’s clientele.  He observed that people who worked on Wall Street were compensated well.

A year later, Henry went to work for a Wall Street proxy firm as their Assistant Controller.  He also began to moonlight as a tax preparer. After a few years, Henry made the move to Wall Street.  Working for several small brokerage companies, he learned much about sales and brokerage operations.

Then, He got his big break…

In the summer of 1987, Henry was hired as a bond trading accountant with a major New York investment bank.  Earning several promotions, Henry rose to be an investment banker.  In that role, he was responsible for creating and overseeing more than a dozen investment funds in the firm’s asset management division.  During all this time, Henry maintained his modest tax practice.  At the investment bank, his colleagues would always ask, “why do you keep doing tax work?”  And Henry would always reply, “because, this is what I plan to do after Wall Street and into retirement!”

In 1996, Henry relocated his family to Central Virginia.  Two years later he was hired as the CFO and a Director of the University of Virginia Investment Management Company – the entity responsible for managing UVA’s endowment. In 2003, Henry left UVIMCO, began to focus on the tax and accounting practice he started in the early 1980’s.

 

Henry V. Kaelber

CPA, CFP®, CGMA / Principal Owner

Michael H. Kaelber

Staff Accountant