Find your path to Nick
240 people in our graph share verified history with Nick — schools, employers, funds. One of them is your warm intro.
Kevin WenzelunlockedNick: together at University of Wisconsin-Madison (2019–2022)
Nick: together at University of Wisconsin-Madison
×3Nick: together at RBC Wealth Management
×6Nick: together at Phillips Exeter Academy
About
Associate who joined in 2025, previously an Analyst at City Capital Advisors focused on business services, SaaS, and healthcare transactions.
Contact· self-published, not guessed
Experience
- Heartwood PartnersPrivate Equity Associatecurrent2025 — presentNorwalk, Connecticut, United States
- City Capital AdvisorsInvestment Banking Analyst2022 — 2025Chicago, Illinois, United States
- Madison Patriots Youth Hockey AssociationYouth Hockey Coach2019 — 2022Madison, Wisconsin, United States
- RBC Wealth ManagementPortfolio Strategies Intern2021Madison, Wisconsin, United States
- Missing Links Golf ClubOperations Manager2019Mequon, Wisconsin, United States
Skills & more
- Securities Industry Essentials (SIE) — FINRA
From Nick's professional profile.
Colleagues at Heartwood
Adams Robinson
Associate at Heartwood
Aidan Schraff
Associate at Heartwood
Alex Kleiner
Partner at Rubicon Technology Partners
Andrea V. Nelson
Managing Director at Heartwood
Berat Rifati
Chief Financial Officer & Chief Compliance Officer at Heartwood
Brian Chung
Vice President at Heartwood
Casey Gordon
Executive Assistant at Heartwood
David Levesque
Assistant Controller at Heartwood
Frequently asked questions
- Who is Nick Epperson?
- Associate who joined in 2025, previously an Analyst at City Capital Advisors focused on business services, SaaS, and healthcare transactions.
- Where does Nick Epperson work?
- Nick Epperson is Associate at Heartwood.
- Where did Nick Epperson go to school?
- Nick Epperson studied at University of Wisconsin-Madison (Bachelor's degree, Finance); Phillips Exeter Academy; University School of Milwaukee.
Same school
Also attended University of Wisconsin-Madison484
Zhenyu TangInvestment Director at Intel CapitalDougAdvisor at Clear VenturesDan RuchPartner at Rho VenturesJoe HayesInvestor at LightbankGeorge RobertsInvestor at OpenView Venture PartnersBret L. BostwickMD, FAAP, FACMG, Venture Advisor at Breyer Capital
+ 478 more
Also attended Phillips Exeter Academy144
Nathaniel HardingManaging Partner at Cortado VenturesMichael GreeleyCo-Founder and General Partner at Flare Capital PartnersChris SaxmanDigital health entrepreneur, startup mentor, skier, fly fisherman, Steelers fanatic, Co-head of Health 2.0 Denver/Boulder ChapterMax Von PoelnitzPartner at Foothill VenturesJohn H. N. FisherFounder and Managing Partner at DFJJacques PouheManaging Director at Skyview Ventures
+ 138 more
Shared employers
Also worked at RBC Wealth Management24
Jacob DeHardtManager, Fund Accounting at Sapphire VenturesBrian WhiteClient Team Member at Generation Investment ManagementEmma SeymourAssociate at Arthur VenturesDino VendettiManaging Partner at Seven Peaks VenturesLackland BloomManaging Partner at Veritec VenturesDaniel PringleDirector at Oakglen
+ 18 more