Chicago-based VestGen Wealth Partners added five industry leaders to its advisory board to help guide its growth, management and strategic planning.
“To build a truly differentiated wealth management experience, you must surround yourself with experts who can enhance your vision, challenge your assumptions and support your goals,” Josh Gerry, VestGen’s Founder and CEO, said in a release.
The new advisory board members include Heather Ettinger, Larry Koehler, Peter Nesvold, Mike Schopin and Mike Simon. Ettinger is the Founder and former CEO of Fairport Wealth/Luma. Koehler was the Co-Founder, former Chief Financial Officer and Vice Chairman of Hightower. Nesvold is a Managing Partner of Nesvold Capital Partners. Schopin is an entrepreneur who has launched three private investment firms. Simon has extensive experience with financial systems including trading platforms.
“We have the energy of a start-up and the scale of an established enterprise, which gives us the resources and vision to address the most complex succession challenges facing the industry,” Gerry said.
The firm launched in December with 10 advisory practices representing $5.3 billion in client assets. It focuses on acquiring financial advisory practices with between $100 million and $500 million in client assets.
In February, VestGen announced the completion of its executive leadership team with the addition of Jason Hanavan as President and Chief Financial Officer, Ferian Nickelson as Chief Operating Officer, Greg Gessert as Chief Growth Officer, Timothy Woods as Chief Legal & Compliance Officer, Sarah Musante as Chief Human Resources Officer and Leann Stevens as Chief Marketing Officer.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
