Establishment of Board Advances Firm’s Strategic Approach to Solving Industry’s Complex Succession and Organic Growth Challenges
CHICAGO, MARCH 11, 2025 — VestGen Wealth Partners, LLC (VestGen), the wealth management firm revolutionizing the industry by solving for advisor succession while providing dedicated client service across generations, announced five industry icons joined its advisory board to help advise and guide the firm on strategic planning, growth and management.
Josh Gerry, founder and CEO of VestGen, said, “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. Our newly formed Advisory Board comprises incredible individuals I’m proud to work with and privileged to call my friends.”
The inaugural advisory board includes:
- Heather Ettinger is the founder and former CEO of Fairport Wealth/Luma. She is a visionary leader in financial services and champion of women and women’s financial education and progress. She is also a recognized speaker and author.
- Larry Koehler was the Co-Founder, former Chief Financial Officer, and vice chairman of HighTower. As CFO, Koehler created shareholder value by designing and negotiating agreements and capital structure. He also contributed to the firm’s strategic direction, which helped it become a $140 billion AUM firm.
- Peter Nesvold is an investment banker, author, and managing partner of Nesvold Capital Partners and an advisor in the M&A sector. He is a veteran finance executive with legal, financial and strategic expertise.
- Mike Schopin has launched three private investment firms for ultra-high-net-worth families. He has extensive experience across various direct private investment strategies and has completed more than 40 transactions.
- Mike Simon has 30 years of leadership for proprietary trading platforms and extensive experience in financial systems, trading and order-flow routing.
Rapid Growth and Expansion
VestGen launched in December 2024 with the announcement it welcomed 10 financial advisory practices collectively managing $5.3 billion in assets to its wealth management ecosystem. Earlier this month, the firm announced the completion of its executive leadership team.
“We have the energy of a start-up and the scale of an established enterprise, which gives us resources and vision to address the most complex succession challenges facing the industry,” added Gerry. “We will reshape the future of wealth management by providing a solution for retiring advisors looking to exit the business and Gen2TM advisors focused on growth.”
About VestGen Wealth Partners
VestGen Wealth Partners, LLC is a first-of-its-kind wealth management ecosystem designed to seamlessly connect advisors, families, and their legacies under one unified platform. By combining cutting-edge technology, intergenerational talent, and unwavering commitment to client success, VestGen is redefining what it means to preserve wealth and relationships for generations. VestGen integrates comprehensive financial planning, tax, wealth management, insurance, and legal services into a family office experience providing clients with the personalized and sophisticated service they deserve. With a mission to build wealth, preserve legacies and empower the future of wealth management, VestGen is poised to become the premier destination for advisors and investors alike. For more information, visit vestgen.com.
Disclosure
VestGen Advisors, LLC is an SEC-registered investment advisor. For more information visit vestgen.com.
Media Contact:
Donald C. Cutler
Haven Tower Group, LLC.
[email protected]