Dan Morales

Senior Vice President, Capital Markets

Dan Morales is a highly dedicated professional who has devoted his career to serving his country and his community. As a U.S. Marine, he learned the importance of discipline, teamwork, and perseverance, qualities that he carries with him to this day.  Dan has worked on both the Institutional and Retail sides of finance since 2012 and most recently comes to us from JP Morgan.

Dan is known for his strong work ethic, attention to detail, and commitment to excellence. He is passionate about using his skills and expertise to help others, and he is committed to making a positive impact on the world.  With his combination of military discipline, financial expertise, and dedication to service, Dan Morales is an outstanding professional and a true asset to his team at Bancroft Capital.

Dan holds the Series 7, Series 65 and Series 66 licenses as well as the Accredited Asset Management Specialist (A.A.M.S.) certification.  He received his bachelor’s degree from Binghamton University and his MBA from Fordham University.