Gerardo Cappelli

Senior Wealth Advisor & Portfolio Manager

With over 20 years of investment industry experience, Gerardo is currently a Portfolio Manager at NBF Wealth Management.

He holds a Bachelor of Commerce degree from the University of Toronto and has completed progressive levels of education in financial management, such as the Certified Financial Planner and the Canadian Investment Manager designations.  Gerardo has a commitment to continuing education which he understands will help him stay "ahead of the curve".

Gerardo lives in the Beaches community of Toronto, with his wife and two children.  He enjoys playing soccer and has been a volunteer coach in youth soccer for over 10 years. Gerardo has been actively involved in community organizations associated with children with disabilities.

Awards of Excellence – a white E within a pale blue circle

Honours and distinctions

Our advice, support and dedication are greatly appreciated by all of our clients.

  • 2021 Award of Excellence – Portfolio Management – Toronto
  • 2020 Award of Excellence – Portfolio Management – Ontario