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 a Professor of Finance and Economics at 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 splits time between New Jersey and California 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). text