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Cathleen Sayers, portrait

Cathleen Sayers

Director, Operations at VestGen Advisors

Firm officerUpdated

Cathleen Sayers has been Director, Operations of Vestgen Advisors, LLC, a Chicago, IL investment adviser managing $6.67B, since September 2024.

2
Years in role
$6.67B
Firm AUM
22,790
Firm clients
58
Firm advisers

From Form ADV filed 11 September 2026Form ADV

Career

Cathleen Sayers is not listed as a control person, but directly owns under 5% of VestGen Advisors.

VestGen Advisors is an investment adviser based in Chicago, IL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $6.67 billion, as filed on 11 September 2026. Its fees, ownership and offices are on the firm’s profile.

Cathy Sayers is Manager, Operations of VestGen Wealth Partners, with a 10-year track record in operations management.

Key facts

CRD
8026701
Firm
VestGen Advisors · CRD 318657
Role
Director, Operations
In role since
September 2024 · 2 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Chicago, IL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
vestgen.com

Common questions

Where does Cathleen Sayers work?

Cathleen Sayers has been Director, Operations of Vestgen Advisors, LLC since September 2024.

Source: Form ADV, Schedule A, filed 11 September 2026

How can I verify Cathleen Sayers’ record?

Cathleen Sayers’ role is listed on Vestgen Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 318657.

Source: Form ADV, Schedule A, filed 11 September 2026

Leadership at VestGen Advisors

Sources

  1. IAPD individual lookup, CRD 8026701, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Vestgen Advisors, LLC, filed 11 September 2026. Title, control and ownership bands.
  3. VestGen Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.