In his current role at MMG, Daniel is responsible for assisting with all financial, accounting and administrative matters.
Prior to joining MMG, Daniel held the role of Chief Compliance Office and Operations Manager at BigSur Partners where he was responsible for overseeing all of compliance and operational duties of a large multi-family office. Prior to that, he was an Investment Advisor Representative and Accountant in a boutique firm in Coral Gables, FL that provided accounting, tax, and wealth management services to high net worth clients. His responsibilities included ensuring the firm’s adherence to federal securities law, rules and regulations and he directly supervised client relationships in the areas of wealth management and investment portfolios. His designations of CPA and CFP® also allowed him to be an integral part of the firm’s tax and financial planning services.
Daniel Orona holds the titles of Certified Public Accountant and Certified Financial Planner®. He brings nearly 15 years of experience in the financial industry, with over 10 years of specialization in the fields of wealth management, accounting and compliance. Daniel earned his Master of Accounting (2009) and his Bachelor of Business Administration in Finance (2005) from Florida International University.
He is happily married with 1 child.