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VestGen Hires Six Veterans To Complete C-Suite

Former LPL, Pershing And Hightower Executives Part Of Recently Launched Firm’s Executive Team

Josh Gerry, CEO & Co-Founder, VestGen Wealth Partners
Josh Gerry, CEO & Co-Founder, VestGen Wealth Partners
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Chicago-based VestGen Wealth Partners announced the onboarding of six members of its C-suite to complete its executive team. The firm launched in December with 10 advisory practices representing $5.3 billion in client assets.

Co-Founder and CEO Josh Gerry said, “To achieve our growth ambitions, we’ve assembled a veteran team that has consistently demonstrated its ability to innovate, scale and deliver results. Their collective experience spans the entire spectrum of our industry – from founding and growing RIAs to leading operations at some of the largest financial institutions.”

The appointments include Jason Hanavan as President and Chief Financial Officer. Hanavan has over 20 years of experience, including financial and operational senior leadership roles at portfolio holdings of Blackstone and Elliott Management. In his new role, commercial organization, human resources, marketing, facilities and all finance-related activities will be under his purview.

Ferian Nickelson, Chief Operating Officer, VestGen Wealth Partners
Ferian Nickelson, Chief Operating Officer, VestGen Wealth Partners

Ferian Nickelson joined as Chief Operating Officer. She has over two decades of experience, including at Morgan Stanley, Hightower Advisors and BNY Pershing. She is tasked with creating an integrated platform experience and executing the company’s operations, integrations and technology strategies.

Greg Gessert was appointed as Chief Growth Officer, with oversight of M&A and corporate development. He joins from LPL Financial, where he was responsible for developing and leading the inorganic growth strategy of LPL’s acquisitions of sub-scale broker-dealers and RIAs.

Chief Legal & Compliance Officer Timothy Woods previously served as CCO and Counsel at William Blair and CCO and General Counsel at Hightower. Sarah Musante, Chief Human Resources Officer, also previously served at Hightower.

Chief Marketing Officer Leann Stevens previously held roles at GCM Grosvenor, Hightower and William Blair.

“VestGen is not just another wealth management integrator, it’s a carefully crafted ecosystem designed to leverage personalized client service, technology, operational excellence and strategic acquisitions to create a next-generation industry leader,” said Gerry.

He added, “I look forward to working with the entire leadership team to make VestGen the destination of choice for advisors at every stage of their careers. We have a unique offering in our evolving industry, and with the help of the best team in the business, we plan to make our presence known quickly.”

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

James Miller

James Miller

James Miller is a research analyst and writer covering financial services for 25+ years. He creates feature stories, conducts Q&A profiles, and selects commentary articles for Wealth Solutions Report.

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