Nick Gerace
About Nick Gerace
Nick Gerace serves as the Senior Vice President of Investments at Dynasty Financial Partners, a position he has held since 2019. He has a background in finance with previous roles at TD and holds an MBA from Villanova University.
Work at Dynasty
Nick Gerace has been serving as the Senior Vice President of Investments at Dynasty Financial Partners since 2019. In this role, he is responsible for overseeing investment strategies and managing client portfolios. His tenure at Dynasty has spanned five years, during which he has contributed to the firm's growth and success in the financial services industry. Prior to his current position, he held the role of Vice President, Investments at the same company from 2017 to 2019.
Previous Experience at TD
Before joining Dynasty Financial Partners, Nick Gerace worked at TD in various capacities. He served as a Senior Investment Associate from 2012 to 2015, where he focused on wealth management in the Greater Philadelphia Area. Following this role, he advanced to the position of AVP, Wealth Product Specialist from 2015 to 2017, further enhancing his expertise in investment products and client relations.
Education and Expertise
Nick Gerace holds a Bachelor’s degree in Finance from Franklin & Marshall College, where he studied from 2008 to 2012. He furthered his education by obtaining a Master of Business Administration (MBA) from Villanova University, completing his studies from 2015 to 2017. His educational background provides a strong foundation in finance and business management, contributing to his professional capabilities in investment management.
Career Timeline
Nick Gerace's career in finance began at TD, where he worked from 2012 to 2017 in various roles, including Senior Investment Associate and AVP, Wealth Product Specialist. He transitioned to Dynasty Financial Partners in 2017, initially as Vice President, Investments, before advancing to his current role as Senior Vice President of Investments in 2019. His career reflects a steady progression in the financial services sector.