Ralph Petagna, CPA, MBA


Ralph Petagna is an audit manager in BBD's Investment Management Group. 


Ralph has seven years of audit experience in the investment management industry, including experience with both registered and unregistered investment companies as well as registered investment advisors and securities broker-dealers.


Ralph maintains a current understanding of the accounting, audit and financial reporting issues affecting:


  • Domestic & international equity funds
  • Bond funds
  • Multi-class structures
  • Funds of funds
  • ETFs


Ralph also has experience with various financial instruments and derivatives, including options written, shorts and futures.


Ralph also serves on the engagement teams for many of the firm's registered investment advisor clients.