Stacey Kane

Senior Client Service Assistant

Stacey Kane serves as Senior Client Service Assistant who has been a vital part of the team for over a decade.  With over thirty years of industry expertise, she brings a wealth of knowledge and a future-focused mindset to her role. For the past 11 years, she has been a key partner to Michael Moloney, ensuring every client interaction is seamless and every need is met with precision.

Stacey’s responsibilities go far beyond the expected. She is responsible for opening new accounts, coordinating client meetings, and preparing comprehensive reports, always working to make the client journey as smooth as possible. She also oversees crucial regulatory compliance tasks, making sure our operations are as secure as they are efficient. Outside of the office, you can find her with her family and two golden retrievers, Ryder and Loki—one of whom is a frequent office visitor, bringing a little extra joy to the team.

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.