Our Investment Committee

Joseph Eschleman, Certified Investment Management Analyst, CIMA®

Joseph Eschleman, CIMA®

President
(916) 405-9150
jeschleman@towerpointwealth.com

Click here for Joseph’s full biography.

Nathan P. Billigmeier Director of Research and Analytics.

Nathan P. Billigmeier

Director of Research and Analytics
(916) 405-9170
nbilligmeier@towerpointwealth.com

Click here for Nathan’s full biography

Steve Pitchford, CPA, CFP® Certified Public Accountant, Certified Financial Planner

Steve Pitchford, CPA, CFP®

Director of Tax and Portfolio Planning
(916) 405-9166
spitchford@towerpointwealth.com

Click here for Steve’s full biography

Nick Gerace Senior Vice President of Investments

Nick Gerace

Nick Gerace works within the Dynasty Financial Partners network on investments and platform-related matters. Prior to Dynasty, he spent 5 years at TD Private Client Wealth, the wealth management business of TD Bank. Most recently at TD, Nick was an Assistant Vice President on the US Wealth Products and Services team, responsible for the group’s Investment Consulting and Sales Support function. His duties in this role included assisting the firm’s Investment Advisors with portfolio construction, investment analysis, practice management and platform mastery. Nick is a graduate of Franklin and Marshall College with a Bachelors degree in Business, Organizations and Society and Villanova University with an MBA in Finance.

Sacramento Wealth Management

Kevin Cooper

Kevin Cooper has over 20 years of experience in business valuation and forecasting for Fortune 500 companies Hewlett-Packard and Oracle, as well as several smaller firms, including a privately held boutique investment banking firm. His experience centers on understanding micro and macro business risks and how they impact business cash flow and create market share shifts. He is a graduate of Santa Clara University’s Leavey School of Business (MBA) and is currently an adjunct professor within William Jessup University’s School of Business.

He is a single dad of two great kids and in his spare time works with local charities- such as Shoulder to Shoulder (helping fatherless boys) and the Boy Scouts.

He is excited to be part of Towerpoint’s team and looks forward to supporting their client’s market research needs.

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