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Calen Smerchek

Calen Smerchek

Portfolio Manager at Vestgen Advisors, LLC

Denver, CO , United States

About

Calen Smerchek is a Portfolio Manager at VestGen Advisors, LLC based in Denver, CO, where he develops and manages customized investment strategies for individuals and families seeking outcomes-focused wealth management. At VestGen, he specializes in designing portfolios that align with clients’ long-term financial goals, drawing on a disciplined and research-driven approach.

He brings focused expertise in multi-asset allocation, retirement planning, and wealth preservation, and works across public equities, fixed income, and alternative investments relevant to high-net-worth and retirement-focused clients. Prior to joining VestGen, Calen served as a Wealth Manager at Martin Financial Group, where he provided holistic financial planning and ongoing portfolio management for diverse client needs.

Calen began his investment career as an intern at Barber Financial Group, where he gained foundational experience in client-facing advisory roles. He holds a degree in Finance from the University of Missouri-Columbia and leverages a broad financial toolkit to deliver comprehensive, personalized solutions for clients at various life stages.

Career History

OrganizationRoleDate RangeDetails
VestGen Wealth PartnersPortfolio ManagerJun 2025 to Present
Martin Financial GroupWealth ManagerJan 2018 to Present
Barber Financial GroupInternMay 2017 to Aug 2018
Barber Financial GroupRelationship ManagerMay 2017 to Aug 2017

Education

University of Missouri-Columbia

Finance, General

2015 2018

Skills & Expertise

Microsoft Office
Trading
Customer Service
Investment Management
Personal Finance

Others at Vestgen Advisors, LLC (3)

NameRoleLocation
Anthony Petracci
Anthony Petracci
Investment Research AssociatePerry Hall, MD , United States
Scott Brown
Scott Brown
Managing PartnerDover, DE , United States
Robert Hostetter
Robert Hostetter
Chief Investment OfficerUnited States

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