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Wendy Ruggiero Cpa

Principal & Chief Financial Officer at Capital Associates

Wendy Ruggiero, CPA, CTP has a diverse work experience in the fields of finance, accounting, and human resources. Wendy most recently served as the Chief Financial Officer at Capital Associates Management, LLC since April 2016. Prior to that, they worked as a consultant in tax and accounting from September 2015 to April 2016. Wendy also has experience as the Finance Director and Head of Human Resources at QMS Capital Management LP from September 2014 to August 2015. Wendy served as the Treasurer and Director of HR at Morgan Creek Capital Management from June 2007 to September 2014. Wendy began their career as a Tax Manager at Blackman & Sloop, CPAs, P.A. from November 1998 to May 2007. Prior to that, they worked as a Senior Accountant at Berkow, Schechter & Company from August 1994 to October 1998.

Wendy Ruggiero, CPA, CTP has a Bachelor of Science degree in Accounting from Lehigh University. In addition to their degree, they have obtained the certification of Certified Treasury Professional from the Association for Financial Professionals in July 2009. Furthermore, they have achieved the AvidXchange Certified Administrator certification from AvidXchange, Inc. in October 2019.

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