Lucas Manuel

Investment Operations Coordinator at VestGen Wealth Partners

Role: Investment Operations Coordinator at VestGen Wealth Partners
Location: Chicago, IL, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Lucas Manuel

As Investment Operations Coordinator, I coordinate the investment team with client…

Experience

Investment Operations Coordinator
VestGen Wealth Partners
Jul 2023 — Present · Schaumburg, IL, US

Education

University of Illinois Urbana-Champaign
Bachelor's degree
2019 — 2023
Saint Charles East High School
High School Diploma

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@vestgen.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

VestGen Wealth Partners

Financial Services · 126 employees · Founded 2024 · Chicago, Illinois, United States

At VestGen, we’re transforming succession planning. We’ve created a first-of-its-kind destination where retiring advisors can transition their businesses with confidence, providing their clients and loved ones with the care of a trusted team who share their values and vision. Founded by Josh Gerry and 13 trailblazing advisors, VestGen was built to do what no one else has dared: create a thriving ecosystem that seamlessly integrates every aspect of wealth management. With a shared ADV, unified brand, one finance function, and a forward-looking tech stack, we’ve removed barriers, enabling advisors and their clients to grow in a way that feels effortless and deeply personal. VestGen is a values-driven community where retiring advisors leave a legacy they’re proud of, Gen2 talent finds purpose and opportunity, and clients experience an elevated standard of care. We’re building the future of wealth management today, and we invite you to be part of it. ONE VestGen. One vision. One future. Advisory products and services offered through VestGen Advisors, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services LLC, Member FINRA/SIPC. Private Client Services and VestGen Advisors, LLC are unaffiliated entities. VestGen Advisors and Private Client Services do not offer legal or tax advice.

vestgen.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Lucas Manuel

Experience

Investment Operations Coordinator

Education

University of Illinois Urbana-Champaign

Saint Charles East High School

Find verified contacts for anyone on LinkedIn