Thomas J. Anderle, MBA
Managing Director, Wealth Advisor
Thomas J. Anderle, MBA is a Managing Director, Wealth Advisor at VestGen Wealth Partners, providing comprehensive wealth management services to individuals, families, and institutions. With more than 30 years of experience in investment management and financial planning, Tom specializes in helping clients navigate the accumulation, preservation, and distribution of wealth across multiple stages of life.
Tom’s practice focuses on comprehensive wealth management, including investment management and education, retirement planning, estate and trust planning coordination, family governance and next-generation planning, and business succession planning. He has extensive experience advising institutional clients, including public funds, corporate retirement plans, endowments, foundations, and Taft-Hartley plans, which informs his fiduciary-focused approach to portfolio structure and governance.
In addition to his advisory work, Tom has contributed to investment education and public service at both the state and national levels. He previously served on the Investment & Technology Advisory Board for the State of Ohio Treasurer’s Office and helped develop the investment education curriculum for the Ohio Center for Public Investment Management. He is also a founding partner of Social Venture Partners Cincinnati and has held leadership and advisory roles with numerous nonprofit and civic organizations.
Tom holds an MBA from the University of Missouri and is a graduate of Purdue University. He is based in Cincinnati, Ohio, where he lives with his wife, Donna, and enjoys time with their children and grandchildren.
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.