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Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

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Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Contact Us

Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Contact Us

Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

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Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232
Daniel O’Connor

Industries:

Alternative Investments

Daniel O’Connor

Assurance Partner, Alternative Investments Practice Leader

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 O’Connor 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.

Designations

Certified Public Accountant – Colorado, New Jersey

 

Certified Hedge Fund Professional (CHP)

Professional Memberships and Affiliations

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)

Education

DeVry University in Pomona, CA

  • Bachelor of Science in Accounting, 2000