Daniel Roccato, MBA, CPM

After spending more than 20 years with two of Wall Street's leading investment banks, including several years outside the U.S., Dan founded Quaker Wealth Management as a local, independent firm. Applying his global experience and focus on asset allocation, Dan is responsible for our overall investment strategy.

In addition to his industry experience, Daniel is a College Economics Professor, published author and popular media commentator. He is a graduate of the Wharton School University of Pennsylvania, Rutgers University and Drexel University.

Dan lives in Moorestown (often walking to work) with his wife Carol and four tax deductions (children) - Mary Kate, Jack, Julia and Maggie.

You are invited to email Dan at dan@quakerwm.com

John Gregg, JD, LLM

John is a practicing attorney with more than 25 years of experience with trusts and tax planning. Prior to his association with Quaker Wealth Management, John held a number of senior planning and tax positions with major investment firms and banks. John also held senior tax positions with Big Four accounting firms. He started his legal career in private practice.

John is a graduate of Villanova University School of Law, where he obtained an LLM in taxation, Widener University School of Law and Rutgers University.

John and his wife Patti live in Medford and have two children - Justin who is attending medical school and Stephanie who is studying at the College of Charleston. This experience gives him firsthand knowledge of college funding strategies.

You are invited to email John at john@quakerwm.com