BBD is pleased to announce the addition of audit partner Rich Wagner to the firm's Investment Management Group.

Rich joins the firm from competitor Tait Weller.

“While we’ve been competitors for many years, many of us at BBD have worked with Rich previously and know him well,” said Jim Kaiser, BBD’s managing partner. “Rich serves clients with the same approach to collaborative partnership that is central to our core values at BBD. That consistency makes him a natural fit for the firm.”

Wagner brings more than 20 years of investment management industry audit experience to BBD’s growing Investment Management Group.

“I’m thrilled to join a young and collaborative leadership group at BBD that is focused on our clients, the future of the firm, and the industry,” said Wagner.

The addition of experienced talent with deep industry relationships, like Wagner, has long been integral to BBD’s unique vision for serving the industry, and he joins an already deep bench of investment management audit and tax experts at the firm.

“At BBD, we’re redefining the audit and tax client experience for the investment management industry,” said Kaiser. “Delivering an unmatched client experience requires a relentless focus on collaboration and excellence, and we’re committed to growing our firm with professionals who share these core values of the firm. We’re delighted that Rich is now part of the future of BBD.”

To learn more about Rich and connect, click here. 

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