Karen A. Pagliarulo

CPA

215/405-6041
E-mail Karen Pagliarulo

Karen is a principal with our firm and has 20 years of experience serving the investment management industry, including 16 in public accounting and four with a major mutual fund service provider.

Karen’s knowledge of the mutual fund industry includes both open and closed-end funds, funds with multi-class structures and funds of funds. She has conducted both in-house and external mutual fund training seminars, assisted in the publication of a mutual fund newsletter, and remains active in monitoring auditing and accounting issues that impact the industry.

Prior to joining BBD, Karen was a partner in a national registered investment company audit practice. As a partner, Karen was responsible for the audits of approximately 75 funds annually, comprising $10 billion in assets.

In addition to Karen’s 13 years of registered investment company audit experience, Karen also served as a fund accounting manager with a major mutual fund service provider. As a manager for international fund accounting, Karen was responsible for maintaining client relationships; coordinating the interaction between the Transfer Agent, Custodian and Accounting Agent; development of staff; and training of the advisers on requirements of regulated investment companies. Karen also was involved with the start-up of numerous mutual funds as well as the excise tax and 1120-RIC distributions.

Education

• Rider University- Bachelor of Science, accounting

Associations

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants