Robert Hostetter will develop and implement comprehensive, innovative and client-centric investment strategies for fast-growing firm
CHICAGO, Aug. 14, 2025 /PRNewswire/ — VestGen Wealth Partners, LLC (VestGen), the wealth management firm revolutionizing the industry by solving for advisor succession while providing dedicated client service across generations, announced today it appointed Robert “Bob” Hostetter, CFA, CAIA, as the firm’s first Chief Investment Officer.
Hostetter is responsible for developing and implementing comprehensive, innovative and client-centric investment strategies, ensuring that investment objectives align with the firm’s vision and the needs of its clients. He will report to Josh Gerry, Founder and CEO of VestGen.
“Since launching in late 2024, we have expanded our executive leadership team to continue offering our advisors the resources, support and expertise they need to deliver an exceptional client experience,” Gerry said. “Bob’s unique perspective will further elevate VestGen’s investment program and provide our advisors access to high-quality, robust and innovative solutions that exceed their clients’ expectations.”
Hostetter brings over 25 years of investment experience to his role as CIO. Before joining VestGen, he was the Managing Partner of Institutional Client Solutions, providing institutions, financial advisors and family offices with access to unique, independent advice and technology tools. His previous roles include Global Head of Solutions at Russell Investments, Global Head of Product Strategy at AllianceBernstein, Product Manager at William Blair & Company and Associate at McKinsey and Company. He has managed investment offerings serving institutions and individuals, from Venture Capital to Frontier Infrastructure and even helped launch one of the first Turnkey Asset Management Platforms (TAMPs) earlier in his career.
Hostetter added, “I’m thrilled to join VestGen at such an exciting time. The firm has terrific momentum and is investing heavily to build a platform that meets the needs of wealth advisors and clients today and tomorrow. VestGen is committed to the active implementation of personalized portfolios spanning diverse asset classes and investment solutions. I look forward to working with the team and leveraging my background on the product and advisory sides of the business to help our advisors achieve better outcomes for their clients.”
VestGen launched in December 2024 with an impressive roster of 10 financial advisory practices collectively managing $5.3 billion in assets. Earlier this year, the firm announced the expansion of its leadership and NextGen advisor teams, which will leverage VestGen’s start-up energy and scale of an established enterprise to achieve its ambitious growth goals through innovative succession support and NextGen professional development.
About VestGen Wealth Partners
VestGen Wealth Partners, LLC is a first-of-its-kind wealth management ecosystem designed to seamlessly connect advisors, families, and their legacies under one unified platform. By combining cutting-edge technology, intergenerational talent, and unwavering commitment to client success, VestGen is redefining what it means to preserve wealth and relationships for generations. VestGen integrates comprehensive financial planning, tax, wealth management, insurance, and legal services into a family office experience, providing clients with the personalized and sophisticated service they deserve. With a mission to build wealth, preserve legacies and empower the future of wealth management, VestGen is poised to become the premier destination for advisors and investors alike. For more information, visit vestgen.com.
Disclosure
VestGen Advisors, LLC is an SEC-registered investment advisor. For more information, visit vestgen.com.
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SOURCE VestGen
