MG Capital Partners, LLC

Dale Mason is a financial advisor with MG Capital Partners, LLC, holding a Series 65 license and six years of industry experience. He has worked at MG Capital Partners and Kaufman Accounting since 2020 and owns his own CPA business, Dale Mason, CPA & Co., where he provides international tax consulting services. MG Capital Partners, LLC offers ongoing portfolio management and standalone financial planning primarily to individual and high-net-worth clients. The firm employs a non-discretionary advisory model, utilizes modern portfolio theory, and manages approximately $83.3 million in non-discretionary assets.

Jose Sobrado is a CFA® charterholder with seven years of industry experience. He is currently with MG Capital Partners, LLC and previously worked at Innovation Partners, LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. He is also a licensed insurance agent. MG Capital Partners, LLC provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary advisory model, using modern portfolio theory and long-term trading strategies while leaving execution authority with clients.

Denislav Dantev is a financial advisor at MG Capital Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including The Prudential Insurance Company of America and Pruco Securities, LLC. MG Capital Partners, LLC provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary advisory model, applying modern portfolio theory and maintaining client authority over trade execution while offering recommendations and periodic monitoring.