null thumbnail
Patrice Radogna
Director
Biography
Patrice Radogna is the co-leader of Marcum’s national employee stock ownership plan (ESOP) practice. Ms. Radogna has more than 20 years of professional services experience specializing in the valuation of operating businesses and pass-through entities for a myriad of purposes. Her experience also includes providing fiduciary services for ESOP (Employee Stock Ownership Plan) companies, including assisting in buy transactions from existing shareholders. In addition to recently providing trustee services for existing and new ESOPs, Ms. Radogna spent 20 years building a national diversified valuation practice with a boutique valuation firm in Boston, as well as one of the leading independent national valuation firms in the U.S., with a focus in the areas of ESOP (buy-side and sell-side valuation services), gift and estate, M&A and shareholder consulting services. In addition, Mrs. Radogna spent the first 3 years of her career as a construction surety underwriter in New York City for a national surety company. Ms. Radogna earned a Bachelor of Science in finance from Boston College. She subsequently received a Certificate of Accounting from New York University and became licensed as a CPA in the State of New Hampshire. She is also an accredited senior appraiser and holds the ABAR (Accredited in Business Appraisal Review) designation. Ms. Radogna has attended more than 600 continuing professional education credit hours in specialized valuation-related courses, seminars, and conferences and is a frequent speaker for industry groups on issues such as employee stock ownership plans and valuation-related topics. She has also authored numerous articles in industry publications and is a contributor to Marcum’s Quarterly ESOP update publication.
Account type
Listed Since
June 2021
Works at
null thumbnail
Marcum Llp
Director