Richard Wagner, CPA

Known for his calm demeanor, technical depth, collaboration and dependable follow-through, Rich brings clarity and direction to complex engagements, ensuring clients receive the thoughtful, strategic guidance they need to meet regulatory, operational and financial reporting challenges. Clients also appreciate Rich’s practical approach and ability to tailor technical requirements to the unique characteristics of their funds.

Rich has been building his strong reputation within the investment industry since he started his public accounting career in 1998, working closely with asset managers, fund boards, legal counsel and service providers. He is focused on serving registered and private investment funds, as well as investment advisers, across a broad spectrum of fund types and structures. His expertise encompasses domestic equity funds, interval funds, exchange-traded funds (ETFs), alternative investment funds, international funds, tax-free funds, debt funds and master-feeder structures. Rich advises clients on a range of critical issues, including fair valuation and pricing methodologies, audit and tax impacts of investment strategies, and evolving accounting standards. He is also a trusted resource to clients during the fund formation process, offering insight into organizational structures, compliance considerations and start-up best practices.

• Actively contributes to best practices regarding audit quality, financial statement presentation and regulatory compliance for the firm’s Assurance Practice; active mentor for the firm’s young professionals
• Pennsylvania Institute of CPAs
• American Institute of CPAs

Rich lives in historic Bucks County, Pennsylvania, with his wife and children. Outside of work, he enjoys running, staying active outdoors and spending time with his family — often cheering on his kids at the local skate park. His balanced approach to life and work is a reflection of the same principles he brings to client relationships: consistency, integrity and commitment.