Scott Nasca, CFA
President and Founder
Scott is the founder and principal of Generation Capital Management and oversees the firm’s wealth and investment management divisions. Scott’s main responsibilities are to provide customized investment management advisement and service to high-net worth individuals, trust and estates, corporate retirement plans and municipalities. Scott has been in the investment industry for over 25 years first as a Principal, Corporate Vice President and Director of Equity Investments at Karpus Investment Management. In that position, he was responsible for overseeing the analysis and implementation of the firm's equity product and involved in managing aspects of the firm's equity and balanced accounts, as well as the firm's three equity hedge funds.
Scott is a regular contributor to local media outlets including: YNN News, WHAM 1180 Radio, Rochester Business Journal and the Rochester Daily Record. He has also been quoted in national publications including the Wall St. Journal, Barron's, Daily Deal and Bloomberg covering topics related to financial markets.
Scott earned his Bachelor of Arts in Economics from the John Wiley Jones School of Business, State University of New York, College of Geneseo in 1990, and received his Masters of Business Administration (MBA) from Rochester Institute of Technology in 1991. He currently holds the Designation of Chartered Financial Analyst (CFA) awarded in 2001. He is a member of the Rochester Society of Security Analysts (RSSA) and CFA Institute. Scott lives in Hilton with his wife Janine and their four children.
Ron S. Geffner Esq.
Ron S. Geffner a member of Generation Capital Management has provided strategic planning and positioning for the company since 2005. Ron has over 25 years of experience providing services in the financial marketplace. Ron is also a member of Sadis & Goldberg LLP and oversees the Financial Services Group. He regularly structures, organizes and counsels private investment vehicles, investment advisory organizations, broker-dealers, commodity pool operators and other investment fiduciaries. He provides legal services to several hundred hedge funds, private equity funds and venture capital funds organized in the United States and offshore.
Ron began his legal career with the SEC, where he investigated and prosecuted violations of the Federal securities laws with an emphasis on enforcement in connection with violations of the Investment Advisers Act of 1940 and the Investment Company Act of 1940.
He began his corporate legal career as in-house counsel to the Investment Management Industry Services Group of PricewaterhouseCoopers LLP. He provided legal advice to the Group regarding investment advisers, registered investment companies and broker-dealers.
Ron is often interviewed as a legal expert in the securities industry and has been interviewed on television on Fox News, CBS Morning Show, CBS Evening News with Dan Rather, Squawk Box and Power Lunch on CNBC, British Broadcasting Channel, Bloomberg Radio, and is regularly quoted in The New York Times, The Wall Street Journal, Bloomberg News, Barron's, Barron's Online, Reuters, Dow Jones, Financial Times, New York Newsday, London Daily News, TheStreet.com, Private Equity Week and other national and international publications.
Cathy Pereira, CDFA®
Wealth Management Advisor
Cathy is the primary contact for our clients. She works with Scott Nasca on servicing the clients of GCM: planning, facilitating, and presenting at client meetings. She consults with attorneys, accountants, and other advisors, as needed, and is our lead contact with custodial firms.
She manages investment transitions for new clients and works with them to develop investment policy statements based on each client’s unique set of circumstances, objectives, liquidity needs, and overall risk tolerances, while simultaneously working with the portfolio management team and communicating each client situation. She also works with individual clients to address their ongoing financial planning needs and with employers who sponsor retirement plans, offering alternative solutions, which consolidate and simplify various administrative functions, reduce overall costs, utilize appropriate investments, and minimize fiduciary liability for the employer.
Cathy holds the Certified Divorce Financial Analyst™ (CDFA®) designation. In this capacity, she works with clients contemplating divorce or in the midst of the divorce process and their attorneys, to provide data analysis showing the financial effects of any given settlement. She provides support with financial issues including documenting statements of net worth; tracking separate and marital property; tracking the dissipation of marital assets; documenting the historical marital standard of living; understanding the short-term and long-term effects of dividing property; analyzing pensions and retirement plans; and recognizing the tax consequences of different settlement proposals.
Cathy has studied financial planning at NYU, and passed the CFP® exam. She is currently a CFP® candidate. She received her Bachelor of Science degree, in 1996, from the John Wiley Jones School of Business at SUNY Geneseo, where she majored in Business Management, concentrating in finance, and graduated magna cum laude.
Cathy formerly held two positions at Manning & Napier Advisors as an equity research analyst and operations associate. She also spent several years supporting a family business.
Cathy is a member of the Financial Planning Association and the Institute for Divorce Financial Analysts.
Director of Business Development
Spencer is responsible for generating new business leads within the government, corporate and individual marketplaces. Spencer strives to maintain strong client servicing relationships with a personal touch.
Prior to joining Generation in 2017, Spencer was Finger Lakes Regional Office Director for the New York State Assembly Republican Conference. He started his career as Project Manager for LPI Consumer Products.
Spencer is a Young Professional Board Member and Chairman of the Legislative Committee for the National Center for Missing and Exploited Children. Spencer earned his Bachelor of Arts degree in Political Science from the University of Buffalo where he graduated magna cum laude.
Allie has been in the investment services industry for 2+ years. At Generation, she serves as an Investment/Portfolio Analyst and assists in the investment research, portfolio management and trading areas of the firm. Prior to joining Generation in 2017, Allie was an Investment Analyst at the University of Rochester, where she conducted due diligence on potential managers for the $2 billion endowment. She started her career at Manning and Napier as an Operations Associate in Trade Processing.
Allie earned her Bachelor of Arts degree in Economics from Hobart and William Smith Colleges in 2015, graduating magna cum laude. She was also inducted into Omicron Delta Epsilon, an international honor society for Economics.