Dan Roccato


After spending more than 20 years with two of Wall Street’s leading investment banks, including several years outside the U.S., Dan cofounded 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, Dan is an Adjunct Professor of Finance and Economics at Rutgers University and the University of San Diego, published author and popular contributor with Fox News where he hosts the “Cashing In” segment. He is a graduate of the Wharton School University of Pennsylvania, Rutgers University and Drexel University. Dan lives in Moorestown with Carol and their four tax deductions – Mary Kate, Jack, Julia and Maggie. When not working (that’s a joke), he loves working on his 1968 Ford Mustang and his ever growing motorcycle collection (much to Carol’s dismay).