James Catacchio
Managing Director, Wealth Advisor
James C. Catacchio serves as a Managing Director, Wealth Advisor at VestGen Wealth Partners, where he works with individuals and families to develop thoughtful, goals-based financial strategies and long-term investment plans. Drawing on experience across both brokerage and advisory environments, James focuses on helping clients navigate complex financial decisions with a disciplined and client-centered approach.
Prior to joining VestGen Wealth Partners, James served as President and Chief Operations Officer at Bay Colony Advisors, where he oversaw the firm’s operational infrastructure and supported portfolio management activities as an assistant portfolio manager. He also served as a director on the board of Bay Colony Advisory Group, Inc. Earlier in his career, James began in the financial services industry at Ameriprise Financial, gaining experience in the brokerage sector before transitioning to a boutique, fee based investment advisory environment.
James earned a Bachelor of Science in Finance from Bentley University in 2005 and has pursued additional professional education through Boston University toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Outside of his professional responsibilities, James is active in his local community. He and his wife, Lauren, live in Carlisle, Massachusetts with their two sons, Vince and Wes. James currently serves as Chair of the Carlisle Finance Committee, contributing his financial expertise to support local governance and fiscal oversight.
Josh Gerry
Chief Executive Officer
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 launch VestGen, creating a fully integrated wealth management firm that empowers advisors to transition with confidence and aims to ensure clients’ continuity of care across generations. His leadership was recently profiled in a full-page InvestmentNews feature, “Seeking Success from Succession.”
With more than three decades in wealth management, Josh brings deep experience in succession, M&A, and growth strategy. Prior to VestGen, he co-founded Professional Wealth Advisors, LLC, where he scaled the firm to over $10 billion in assets while guiding advisors through successful practice transitions. He later served as CEO of Impetus Wealth Strategies, securing capital commitments to fuel advisor succession and expansion. His earlier leadership roles at AXA and MetLife gave him a deep understanding of large-scale advisor transitions across enterprise firms.
At VestGen, Josh leads the firm’s mission to solve one of the industry’s most pressing challenges: the $13 trillion in assets expected to transition as nearly 40% of advisors retire in the next decade. Josh brings both credibility and conviction to building the next generation of advisor leadership. He is a frequent speaker at industry conferences and contributes thought leadership on the future of succession planning and advisor M&A.
Josh holds a B.S. in Business Economics from UCLA.