Sean Hanlon CFP®
Founder, Wealth Advisor
Sean Hanlon, Founder, Wealth Advisor and CIO of VestGen Investment Management, brings extensive entrepreneurial and investment management experience to the firm. He previously served as founder, CEO and Co-CIO of Hanlon Investment Management and Vestbridge Advisors. His early wealth management experience includes roles with Merrill Lynch and Paine Webber. Sean’s entrepreneurial journey led him to establish his own wealth management firm in 1993, which developed into an institutional managed account platform and proprietary wealth management tech stack. He is a member of the Forbes Investment Team and the former member of the Advisory Board at Pershing Advisor Solutions and SunAmerica Securities. Sean’s philanthropic pursuits include the Hanlon Financial Systems Center at Stevens Institute of Technology, where he earned his Bachelor of Engineering degree and serves on the Board of Trustees.
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.