This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Nick Gerace
Senior Director at Opto Investments
Speaker

Profile

Nick Gerace joined Opto 3.5 years ago after spending 5 years at Dynasty Financial Partners where he helped large advisor teams launch and operate their own fully independent RIAs and optimize their investment management processes. In his current role, Nick oversees Opto’s enterprise relationships in addition to working with RIAs on their private market programs.

Agenda Sessions

  • Accessing the Private Markets: Reviewing Options for Access

    10:55am