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