Richard B. Trauger, Jr.
Expertise
Financial Advisory Asset Management Banking Credit Unions Financial Services
Richard B. Trauger, Jr.

Richard B. Trauger, Jr.

Managing Director
CPA, CGMA, CFP, CVA, ChFC, ABFP, CFF

Biography

Rich is a Managing Director and seasoned financial services professional with over 38 years of experience, bringing expertise in strategic planning, capital planning, financial analytics, stress testing, complex financial modeling, valuation, and merger and acquisitions.

Throughout his career, Rich has led more than 125 client engagements and successfully executed over four dozen mergers, acquisitions, and capital market transactions totaling approximately $5 billion. His experience includes roles as a financial analyst at Dauphin Deposit Corporation (now M&T Bank) and as an investment banker with Tucker Anthony Sutro Capital Markets (now RBC Capital Markets).

Rich is also recognized as a subject matter expert in advanced bank valuation and has served as an expert witness in financial services matters. He is a faculty member at prominent banking schools and a frequent industry speaker.

In addition to his CPA license and multiple professional designations, Rich has completed Level II of the CFA Program and is eligible to sit for the Level III exam. Outside of finance, Rich is a certified barbecue judge and table captain with the Kansas City Barbeque Society.

Involvement

  • Member, National Association of Certified Valuators and Analysts (NACVA)
  • Member, CFA Institute
  • Member, American Institute of Certified Public Accountants (AICPA)

Education

  • Bachelor of Business Administration in Marketing and Management from Penn State University
RESOURCES

Insights & Thought Leadership

Stay informed with expert analysis from professionals who understand your industry and the challenges shaping it.

Navigating the New Form 6765: What Taxpayers Need to Know About R&D Credit Reporting image

Navigating the New Form 6765: What Taxpayers Need to Know About R&D Credit Reporting

The IRS finalized Form 6765 changes, introducing expanded R&D credit reporting requirement

FASB Proposes New Accounting Guidance for Crypto Lending Arrangements image

FASB Proposes New Accounting Guidance for Crypto Lending Arrangements

FASB has proposed new guidance for crypto lending arrangements. Learn the key accounting,

SEC Proposes to Modernize Securities Rules for Crypto Assets image

SEC Proposes to Modernize Securities Rules for Crypto Assets

The SEC’s proposed Regulation Crypto Assets would reshape capital raising for crypto proje

Experienced Advisors You Can Trust

Reach out to start a conversation and learn how our team can support your goals.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*