Kim Tagle, CPA
Chief Financial Officer
Kim Tagle, a partner at Osterweis, oversees the firm’s Corporate Accounting department. She is passionate about providing data analysis to help senior leadership better prepare for critical decisions.
Prior to joining Osterweis Capital Management in 2022, she was the Director of Finance & Corporate Development at SKBA Capital Management for seven years. It was in this role that she developed a foundation in wealth management. Previously, Kim was Regional Managing Partner at national professional service firms Tatum and Resources Global Professionals (RGP). Other past roles include Finance Manager at The Clorox Company and as a Senior Auditor at Deloitte.
Kim graduated from the University of Southern California with a B.S. in Accounting and is a licensed CPA. Locally, she is an AICPA member and former board member of the Financial Women’s Association of San Francisco. She is passionate about fostering the education of young women interested in the financial services industry. Outside of work, she enjoys travelling and training her golden retriever rescue to become a therapy dog.
