Leann Stevens

Chief Marketing Officer

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 marketing strategies for one of the world’s largest alternative investment firms. At HighTower, she led marketing for 43 advisory practices nationwide, specializing in core messaging, niche development, and content-driven strategies to highlight each firm’s unique value proposition. She later joined Tidal Financial Group, spearheading go-to-market strategies for dozens of ETFs, including SoFi’s suite of products. While there, she built and monetized the firm’s sales enablement program, leveraging a 400,000+ investment professional database to generate warm leads for the sales team. At William Blair’s Investment Banking division, she developed content strategies to expand the firm’s pipeline of privately owned business opportunities.

Leann’s expertise in advisor platform growth, fund marketing, and financial services branding makes her a key driver of VestGen’s mission to redefine advisor succession and expansion. She holds a B.S. in Education from SUNY Fredonia and is a Japan Fulbright Scholar.