Daniel O’Connor joined Richey May in 2014 as an audit partner leading our Alternative Investments Service Line. As the leader of that group, Daniel focuses on highly complex financial entities such as domestic and offshore hedge funds, fund of funds, REITs, broker dealers, ‘40 Act funds, commodity pools and asset/mortgage-backed securities partnerships. His clients include financial institutions, private equity funds, and real estate investment groups. They rely on Daniel’s insights on everything from organizational structure to ongoing compliance with applicable accounting rules.
Daniel gained considerable experience in a variety of investment strategies and products during his 11 years at Rothstein Kass. He worked closely with instruments such as long and short securities, debt and structured credit instruments, swaps, commodities and futures, and private investments. Daniel has earned a reputation as a go-to resource in the transaction community when it comes to the valuation of asset/mortgage backed securities. He has performed numerous quality control reviews and valuations for highly specialized unique asset/mortgage backed securities funds. He headed up the RIC (Registered Investment Company) team at his prior firm and has co-authored many white papers and thought leadership pieces about these complicated entities.
Daniel is also very involved with many charitable organizations in the Denver Metro area. He is married to his high school sweetheart, and they live in Highlands Ranch, CO with their two wonderful children.
- Certified Public Accountant – Colorado, New Jersey
- Certified Hedge Fund Professional (CHP)
- American Institute of Certified Public Accountants (AICPA)
- Colorado Society of Certified Public Accountants (COCPA)
- New Jersey Society of Certified Public Accountants (NJSCPA)
- Hedge Fund Association (HFA)
- DeVry University in Pomona, CA
- Bachelor of Science in Accounting, 2000