Nick GeraceSenior Vice President of Investments, Dynasty Financial Partners

leaf-curve
BACK TO ALL

Nick Gerace works with the Dynasty 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.

 

In his time spent working with Investment Advisors, Nick has developed a passion for ESG investing as he sees it as an opportunity not only for investors to use capital for a greater good but also as a way for Advisors to establish more meaningful relationships with their clients.