Brent Watts got his start at a boutique Tax Credit Syndicator based in Atlanta in 2005 where he worked for 10 years. He started as an analyst and served in many roles including head of acquisitions, Chief Compliance Officer for an RIA, Senior Vice President and shareholder. Brent is the founder of Cabretta Capital Corporation and serves as its President. He has acquired skills in partnership structuring, acquisitions, financial modeling, underwriting, fund management, and asset management. Brent has structured dozens of Private Placements and has provided equity for well over 100 multi-family, Hospitality, and Office properties during his career. Brent has been working extensively in Low Income Housing tax credit properties, Historic Tax Credits, and several other tax advantaged programs since 2005.
Brent is from Savannah, GA and graduated from Benedictine Military School. He holds a BBA in Finance with a concentration in Real Estate from the University of Alabama.
Brent is married with 2 girls and a boy. When he is not spending time with his family, he enjoys flyfishing, camping, hiking, running, snowboarding, golf, and tennis.
Brent can be contacted via email at bwatts@cabrettacapital.com
With over 15 years of experience working internally and externally with CPA firms, Kelly has a track record of strong performance in high-volume, high-pressure environments. At Cabretta, Kelly works directly with CPA’s, Financial Advisors, and investors in the acquisition and allocation of state tax credits, and is committed to providing a seamless and pleasant, end-to-end customer centric experience for all of our clients.
In addition, Kelly works jointly with Cabretta team members to ensure that the firm functions in an efficient manner and that the company’s strategic and operational goals are met. She also overseas general daily operations of the office.
Kelly grew up in the Washington, D.C. area but has resided in Savannah since 1990. She enjoys landscaping projects, beach activities and spending time with family in her free time.
Kelly can be contacted via email at kanderson@cabrettacapital.com.
Michelle Carbo joined Cabretta in August of 2024, and is instrumental in her position as Office Coordinator. Michelle brings a broad level of professional experience to the Company that includes a degree in Nursing with background in Intermediate and Neonatal ICU, 10 years of dedication in the private school setting, and most recently, 8 years in the public accounting industry assisting CPAs and clients with various types of support. Michelle’s extensive professional work history is a great asset to Cabretta, and she is a knowledgeable, helpful, and positive face for all guests and employees on a daily basis.
In her spare time, Michelle likes to read, be outside with her dogs and spend time with her family and friends.
Michelle can be contacted via email at MCarbo@cabrettacapital.com.
Michelle Carbo joined Cabretta in August of 2024, and is instrumental in her position as Office Coordinator. Michelle brings a broad level of professional experience to the Company that includes a degree in Nursing with background in Intermediate and Neonatal ICU, 10 years of dedication in the private school setting, and most recently, 8 years in the public accounting industry assisting CPAs and clients with various types of support. Michelle’s extensive professional work history is a great asset to Cabretta, and she is a knowledgeable, helpful, and positive face for all guests and employees on a daily basis.
In her spare time, Michelle likes to read, be outside with her dogs and spend time with her family and friends.
Michelle can be contacted via email at MCarbo@cabrettacapital.com.
Nathan Gingrich is a Senior Accountant at Cabretta Capital, where he maintains the general ledger, supports month-end and year-end close process, and collaborates with our Controller and Chief Financial Officer to improve financial procedures. Before starting at Cabretta Capital, Nathan helped small business owners and individuals manage and grow their financial success for almost six years as a tax accountant. He has worked with many industries ranging from professional services, hospitality, real estate, construction, manufacturing and distribution, and oil and gas. Nathan is from Selinsgrove, Pennsylvania and holds a BA in Finance, Management, and Marketing with minors in Economics and Corporate Communication. He will be completing his Master’s in Accountancy by May of 2021. Nathan is engaged and has two dogs. He has competed in power-lifting and regularly enjoys going to the gym. Other activities he enjoys include fishing, kayaking, Jiu Jitsu, trying new foods, and programming software and applications for various platforms.
Nathan can be contacted via email at ngingrich@cabrettacapital.com.
Beau Hinton graduated from the University of Georgia earning both a BBA in Accounting and a Masters of Accountancy. He holds the CPA designation. He started his career in public accounting while focusing on audits of local governments and financial institutions. Beau spent the following years in the Insurance Industry where he became a Specialist of Financial Reporting and Accounting. Beau joined Cabretta Capital in March 2018.
Beau can be contacted via email at bhinton@cabrettacapital.com.
In 2021 Patrick became the Director of Asset Management and Underwriting for Cabretta Capital Corporation, where he manages all asset management efforts for the nearly 4,000 housing units for which Cabretta holds investments, to ensure compliance and transparency to all Cabretta’s investors. Patrick will work to establish underwriting procedures and processes, for all Cabretta Investments, and work with all Cabretta’s developer clients to ensure a smooth due diligence process.
In 2017 Patrick became the Chief Operating Officer of NorSouth Construction, and oversaw all information technology functions for NorSouth Constructs, as well all insurance coverages and claims. Patrick worked with the executive team to identify the financial position and needs of the business and support all field level staff to ensure consistency and efficiency across all projects. Patrick also directed all NorSouth Construction’s advertising and marketing material.
In 2016 Patrick oversaw and assisted in negotiations of the successful sale and closings of all three NorSouth Companies (construction, development, and management).
Patrick joined the NorSouth Companies in 2013 and served as the Senior Asset Manager where he managed all asset management, acquisitions, dispositions, and refinancing efforts. Along with his successful disposal of over 600 units in distressed assets, he also represented the owner’s interests by maximizing and managing the distribution of cash flow, while managing ongoing compliance of almost 2000 units of owned real estate.
Before joining NorSouth, Patrick worked as an Analyst at Churchill Stateside Group, working on underwriting activities and due diligence for multifamily financing.
Patrick holds a bachelor’s degree in Business Finance with a minor in Accounting from Auburn University, and enjoys fishing, hunting, surfing, and spending time with friends and family.
Patrick can be contact via email at pjohnston@cabrettacapital.com.
Peter Rourk is Senior VP of Institutional Tax Credit Investments and responsible for expanding Cabretta’s national footprint with an emphasis on banks, Insurance companies, and large public corporations.
Rourk has extensive experience with tax credit investments and federal tax equity. Most recently, he was Managing Director of Tax Credit Investments and executive leadership member at a leading national tax credit syndicator. During his tenure Rourk was responsible for the placement of more than 500 million in federal and state tax credits. Prior to that position, he was Vice President of Business Development for American Express in New York, where he developed two decades of financial services and corporate sales experience with multiple Fortune 1000 companies.
Rourk is a native of North Carolina, who lives in Chapel-Hill, NC and has a B.A. from the College of Charleston. He is active in his community and has voluntarily served on several foundations and boards. He is currently serving a six-year term on the foundation board for Christchurch Episcopal School. Peter enjoys travelling, spending time with his family and fishing/diving in the Florida Keys.
Peter can be contacted via email at prourk@cabrettacapital.com.
Holly brings nearly 20 years of experience in state taxation, with broad expertise across multiple tax types and a recent focus on the insurance industry. She began her career at Deloitte, where she served clients in the direct tax space across a variety of industries while also earning her CPA. In 2015, Holly joined The Hartford, ultimately leading the State Tax team as AVP and overseeing the company’s state tax credit investment program. During her tenure, she expanded the program’s footprint to more than 25 states and developed strong partnerships with brokers and syndicators nationwide to optimize state tax savings. She was also actively involved in industry and trade organizations, monitoring and influencing state tax legislation impacting the insurance sector and served as a member of the National Premium Tax Conference Committee.
Holly graduated from the University of Connecticut with a Bachelor of Science in Accounting and went on to earn a Master of Science in Taxation from the University of Hartford.
She lives in Baltic, Connecticut with her husband and two young daughters. Outside of work, Holly enjoys traveling with her family, baking and crafts, as well as tending to her small flower farm where she sells bouquets at her roadside stand.
Elliot Smith joined Cabretta Capital in April 2019 as a Financial Analyst. Elliot assists with underwriting, analysis, and asset management for Cabretta Capital. Prior to this, Elliot had experience in the Real Estate field as a Financial Analyst focused in multifamily and as a Data Analyst for construction. Elliot was born and raised in the heart of Atlanta. She attended The University of Georgia where she received a Bachelors of Science in Statistics.
Elliot recently relocated to Savannah and enjoys exploring Historic Downtown and taking advantage of living close to so many beautiful local beaches.
Elliot can be contacted via email at erodgers@cabrettacapital.com.
Jesse Speltz, Director of Tax Credit Investments, is responsible for expanding Cabretta’s national footprint with banks, private equity groups, family offices, specialty finance companies, CPA’s, wealth advisors, strategic businesses and high net worth individuals to lower their federal and/or state tax liabilities.
Jesse is an accomplished finance and business development professional with 30+ years of leadership experience working with middle market and growth-oriented companies. Prior to joining Cabretta, Jesse led business development for DHG’s private equity and transaction advisory teams, assisting buyers and
sellers with their M&A and financial accounting requirements around the transaction.
Jesse is heavily involved within the financial community, currently serving as a board member for the Atlanta Association of Corporate Growth (ACG), attending 25-30 ACG events across the country on an annual basis. Jesse and his wife live on the north side of Atlanta in Roswell, GA. When Jesse is not on the golf course, they enjoy traveling, wine and cooking. If you are ever in the area, reach out and let’s tee it up!
Jesse can be contact via email at jspeltz@cabrettacapital.com.
Katheryn Wells, CPA, serves as the Financial Controller at Cabretta Capital where she manages all accounting records, evaluates and handles risk, ensures regulatory compliance, performs analytical and forecasting duties, and helps oversee the general operations of the accounting department in concert with the company’s acting CFO.
Before joining Cabretta Capital, Katheryn spent the first five years of her career with PwC in Atlanta in their Asset Wealth Management tax group, where she was promoted to manager in four years. She specialized in providing tax compliance and consulting services to clients in private equity and real estate, including real estate investment trusts (REITs), fund of funds, and construction/development. She dealt extensively with REITs and partnerships and has experience with both outbound and inbound investments.
Katheryn graduated from the University of Georgia magna cum laude with a BBA in Accounting and a Master of Accountancy. She also earned a minor in German and a certificate in legal studies. She is a Certified Public Accountant.
Katheryn can be contact via email at KWells@cabrettacapital.com.
