After enjoying more than 20 years as an executive with two of Wall Street's leading investment banks, Daniel Roccato, MBA, CPM, founded Quaker Wealth Management as a local, independent Firm. As an independent advisor, we are able to bring our clients innovate ideas and unbiased advice completely free from the usual tenets of typical financial services companies. We have no sales quotas, no proprietary products, no assigned territories, etc.
The overall investment strategy is directed by Daniel Roccato. In addition to his industry experience, Daniel is a college professor, published author and media analyst. He is a graduate of the University of Pennsylvania Wharton School, Rutgers University and Drexel University. Having spent part of his professional career outside of the United States, he is able to apply a first-hand global perspective to better serve our clients.
Our custodian, TD Ameritrade, (part of the TD Bank group) caters to independent advisors and provides us access to the widest range of financial products and services available. They serve as custodian for the safekeeping of our clients assets.