Josh Pilson
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Rob Bondiman
Rob Bondiman is the Head of Advisors at VestGen and brings more than 18 years of experience in the investment industry, with a career spanning Fidelity, TIAA, and JPMorgan. He spent ten years as a financial advisor and eight years in management and leadership roles, where he focused on coaching professionals and supporting advisor development. […]
Bob Hostetter
As Chief Investment Officer, Bob is responsible for guiding the investment outcomes experienced by VestGen clients. An executive with over 20 years of experience, Bob has held various leadership positions at the investment firms of William Blair, AllianceBernstein, and most recently at Russell Investments where he served as Head of Solutions and a member of […]
Leann Stevens
Leann Stevens serves as Chief Marketing Officer at VestGen Wealth Partners, leading the firm’s marketing strategy, brand development, and growth initiatives. With nearly two decades of experience in financial services marketing, she has played a key role in scaling wealth advisors and asset managers. Leann began her financial services career in 2007 at Grosvenor Capital Management, where she developed institutional […]
Sarah Musante
Sarah Musante is the Chief Human Resources Officer at VestGen, bringing over 15 years of experience in the wealth management industry. In prior leadership roles, Sarah has been instrumental in shaping the entire HR department, guiding more than 150 acquisitions, and welcoming over 2,000 new employees. Her expertise in building HR teams and managing complex […]
Timothy Woods
Timothy Woods serves as Chief Legal & Compliance Officer at VestGen, ensuring regulatory compliance and legal integrity. His extensive experience includes roles as Compliance and Legal Officer at SYSTM Wealth Solutions / William Blair, and CCO and Broker/Dealer Counsel at Wentworth Management Services, a financial services holding company. As an early team member and in-house […]
Greg Gessert
Greg provides strategic leadership for M&A and inorganic growth. He is responsible for pursuing new business opportunities, partnerships, and acquisitions. As an executive with over 15 years of experience, Greg joins us from his most recent position at LPL Financial where he was responsible for developing and leading the inorganic growth strategy of LPL’s acquisitions […]
Ferian Nickelson
As Chief Operating Officer of VestGen Wealth Partners, Ferian Nickelson brings a wealth of experience in financial operations and advisor solutions. She is responsible for leading operational excellence, creating an integrated platform experience and executing the company’s strategy. Prior to joining VestGen, Ferian has held several growth-oriented roles successfully building products, services and platforms catering […]
Jason Hanavan
As President and CFO, Jason is responsible for leading the commercial organization, HR, Facilities, Marketing, Operations, and Technology, as well as all finance-related activities. An executive with over 20 years of experience, Jason has held various leadership roles including as the global CFO of a private-equity held loyalty engagement and subscription services firm, a multi-regional […]
Josh Gerry
Josh Gerry is redefining succession planning for wealth advisors. Widely recognized as one of the industry’s leading voices on advisor succession, Josh Gerry is CEO of VestGen Wealth Partners and a 2025 Luminaries Finalist in the M&A Leader of the Year category. He spearheaded the unprecedented merger of 10 advisory practices in December 2024 to […]