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Nick Epperson

Investor

Associate at Heartwood

New York, New York, United States

Find your path to Nick

236 people in our graph share verified history with Nick — schools, employers, funds. One of them is your warm intro.

Robert TuckerunlockedNick: together at Heartwood (2025–2026)
×11Nick: together at Heartwood

About

Associate who joined in 2025. Previously an analyst at City Capital Advisors covering business services, SaaS, and healthcare.

Contact· self-published, not guessed

Experience

  1. Heartwood PartnersPrivate Equity Associatecurrent2025 — presentNorwalk, Connecticut, United States
  2. City Capital AdvisorsInvestment Banking Analyst2022 — 2025Chicago, Illinois, United States
  3. Madison Patriots Youth Hockey AssociationYouth Hockey Coach2019 — 2022Madison, Wisconsin, United States
  4. RBC Wealth ManagementPortfolio Strategies Intern2021Madison, Wisconsin, United States
  5. 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 covering business services, SaaS, and healthcare.
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

Shared employers