Richard A. Wagner, CPA

Rich is an audit partner in our firm and has more than 20 years of experience in the investment management industry, all dedicated to the service of registered and private funds as well as investment advisors.

Rich’s deep industry expertise includes the accounting, audit and financial reporting issues affecting various investment company structures and strategies, including:

  • Domestic equity funds
  • ETFs
  • Alternative investment funds
  • International funds
  • Tax-free funds
  • Debt funds
  • Master-feeder funds

Rich’s specialized expertise with investment companies includes:

  • Fair valuation and pricing issues
  • Audit and tax impacts related to investment selection
  • Implementation of new accounting pronouncements and their effect on financial statements
  • Fund start up and organization structure

Education

  • Temple University- Bachelor of Business Administration, accounting

Associations

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