Quaker Wealth Management LLC

Peter News is a CFP® with 23 years of industry experience, currently serving at Quaker Wealth Management LLC since 2018. Prior to that, he worked at Summit Financial Group and Summit Brokerage Services from 2010 to 2018. Outside of his advisory role, he officiates college football games as a referee in the Coastal, Ivy, and Patriot leagues. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million for a mix of retail and high-net-worth clients. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation through ETFs and mutual funds, and offers a range of tax-aware investment tools along with a specialized “Family CFO” service.

Nicholas De Santis is a CFP®, CFA®, and Series 65 credentialed advisor with six years of industry experience. He has worked at Quaker Wealth Management since 2017 and previously held roles at Rutgers University, Rowan College of Burlington County, and Wawa Inc. Quaker Wealth Management serves individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation and utilizing a proprietary Qmap platform to implement portfolios primarily with ETFs and mutual funds.

Daniel Roccato is a financial advisor at Quaker Wealth Management LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Quaker Wealth Management since 2006. Outside of his advisory role, he contributes as a financial expert and analyst for broadcast television news, providing reporting and analysis of financial and economic topics since 2009. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million in assets. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation and tax-aware implementation, and offers a range of services including discretionary asset management, financial planning, and a specialized “Family CFO” service.

Timothy Miller is a CFP® professional with eight years of industry experience, currently serving as an advisor at Quaker Wealth Management LLC since 2020. His prior experience includes roles at Bank of America and Merrill. He is also the founder of 24Eight Media, a business that assists athletic trainers and athletes in building and promoting their personal brands. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million for retail and high-net-worth clients. The firm employs a combined top-down and bottom-up investment approach with a focus on strategic asset allocation and offers a range of services including discretionary asset management, financial planning, and a specialized “Family CFO” service.

John Heisler III is a CFP® with 23 years of industry experience, currently serving as an advisor at Quaker Wealth Management LLC since 2018. He previously worked at Summit Financial Group and Summit Brokerage Services from 2011 to 2018. Quaker Wealth Management advises individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million across retail and high-net-worth clients. The firm employs a combined top-down macro analysis and bottom-up security selection approach, emphasizing strategic asset allocation and tax-aware implementation tools, including personalized indexing and options-based strategies.