SPECIALISTS

Jamie Lontz

Partner, Citrin Cooperman Advisors LLC
Partner, Citrin Cooperman & Company, LLP

Experience

Jamie Lontz is a partner in the firm’s Philadelphia office with over 15 years of experience. Her areas of expertise are in the not-for-profit and employee benefit plan industries.

Jamie provides a broad range of assurance services, including financial statement and compliance audits of not-for-profit organizations and public sector entities. Jamie also provides audits of employee benefit plans, including defined contribution, defined benefit, and health and welfare plans. Her client responsibilities include performing financial statement audits, communicating planning and audit results to management and those charged with governance, evaluating internal controls, and financial statement preparation.

Jamie is also the Philadelphia office's leader for local CC EDGE initiatives.

CREDENTIALS

Education

Bachelor of Business Administration in Accounting, cum laude, Temple University 

Licenses

Certified Public Accountant in the State of Pennsylvania

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, Pennsylvania Institute of Certified Public Accountants (PICPA) 

Board Treasurer, Greater Philadelphia Community Alliance

WORK-LIFE BALANCE

Outside The Office

Jamie enjoys traveling - preferably to locations with great snorkeling, cooking, and baking.

Get in touch with Jamie Lontz today.

Fill out the form below to get in direct contact with Jamie Lontz and start your personalized consultation journey.

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Get in touch with Jamie Lontz today.

Fill out the form below to get in direct contact with Jamie Lontz and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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icon PHILADELPHIA: T: (215) 545-4800