Jim Baga
Managing Director, Wealth Advisor
Jim Baga is a Wealth Advisor at VestGen with more than 30 years of experience serving individual investors and nonprofit organizations. Throughout his career, he has worked closely with clients affiliated with leading healthcare systems and academic institutions, providing thoughtful guidance aligned with their long-term financial goals and income needs.
Prior to joining VestGen, Jim spent 20 years at Fidelity Investments, including 15 years as an on-site representative. In that role, he primarily supported clients at organizations such as Mass General Brigham, UVM Medical Center, Northeastern University, and Bowdoin College.
Jim is particularly passionate about retirement planning and helping individuals navigate complex market environments. His experience includes guiding clients through periods of market volatility, including the 2008 financial crisis, with a focus on maintaining disciplined, long-term strategies.
He earned his degree from Northeastern University. Jim resides in Merrimac, Massachusetts, with his wife, Nora. They have two sons: Patrick, who works with GREY2K advocating for greyhound protection, and David, who serves as a pastor. As a family, they enjoy spending summers in Wells, Maine.
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.