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Our leadership

Our team has built and grown startups and comes from top technology companies like TripAdvisor, Amazon, KAYAK, and JP Morgan. We value integrity, intellectual curiosity, and personal drive. Our passion, smarts, and slightly rebellious streak have helped us transform the insurance industry and bring it into the 21st century. We wholeheartedly believe that technology can empower customers to make the best decisions for their personal needs.

Our editorial team

Our editing team includes veteran personal finance editors, specialized subject matter editors who are licensed insurance agents, and data scientists – all of whom excel at helping readers understand insurance industry news and trends that affect their financial well-being.

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Insurify’s advisory panel

Insurify’s advisory panel helps our editorial team ensure our content is accurate, relevant, and addressing current news and trends in the insurance industry. Panel members draw on a wealth of insurance knowledge from their work as agents, educators, and industry leaders.

Headshot of industry expert Daniel Roccato
Daniel Roccato
Advisor
Dan Roccato enjoyed a successful 20-year career with two of Wall Street’s most prominent investment banks: Merrill Lynch and Morgan Stanley. Advising corporations, pension funds, and institutional investors, Dan served as an executive abroad for several years and traveled extensively to more than 40 countries. He became a recognized expert in global securities services and corporate stock options. In 2006, Roccato founded Quaker Wealth Management, LLC, a registered investment advisory firm. After growing the company to nearly $300 million of client assets in 2019, Dan completed a successful sale of the firm to employees.In 2014, Dan was elected to the board of directors of Delanco Bancorp, a publicly traded company that controls Delanco Federal Savings Bank. During his tenure on the board, the bank was successfully acquired by First Bank in a public transaction. Roccato is a graduate of Rutgers University, University of Pennsylvania, and Drexel University. Now, Dan is a clinical professor of finance at the University of San Diego School of Business, consistently ranking among the top of his peers. Previously, he was an adjunct professor of economics and finance at Rutgers University, where he was named Outstanding Adjunct Professor in 2012. Dan has also taught at Rowan College and lectured at Drexel University. He is a contributing author of the book “International Securities Lending,” published by Macmillan in 1992. Dan has also authored several articles related to investments, capital markets, real estate, and personal finance.Dan is a Fox News Contributor specializing in finance and economic analysis. He also appears regularly on News Nation and a variety of local media outlets.Dan has been reviewing articles for Insurify since July 2023.
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Board of Directors

James O'Neill
James O'Neill
Board Director
Daniel Tsiddon
Daniel Tsiddon
Board Director