JR Gondeck & Vanessa N. Martinez
Managing Directors at The Lerner Group
JR Gondeck & Vanessa N. Martinez are partners and managing directors at The Lerner Group, a wealth management firm dedicated to enhancing all areas of clients’ financial lives. They work with families to find solutions to complex problems, deepen relationships between generations, and create lasting legacies. JR began his investment career at Morgan Stanley in 2003. He led The Lerner Group’s transition to HighTower in 2012, with the goal of providing clients with more diverse and comprehensive solutions. He holds an MBA from Northwestern University’s Kellogg School of Management and FINRA Series 7 and 66 licenses. Vanessa found her passion for helping clients navigate their finances when she shifted from sales management to financial services in 2008. Vanessa holds an MBA from North Park University and FINRA Series 6, 7, 63, and 65 licenses. In 2019, Forbes recognized both JR (#4) and Vanessa (#42) in its list of the country’s top 250 next-gen wealth advisors.