Expanded Leadership at VestGen: Appointment of a New National Head of Advisors and Director of Insurance
In a strategic move to become the premier destination for advisors focused on succession, VestGen Wealth Partners has announced the appointments of Rob Bondiman as National Head of Advisors and Matt LaLonde as Director of Insurance.
Founded in December 2024, VestGen Wealth Partners is a wealth management firm that focuses on advisor succession and client service across generations. With ten financial advisory practices managing $5.3 billion in assets, the firm is committed to revolutionizing the way advisors can serve clients and drive growth across generations.
Josh Gerry, founder and CEO of VestGen, has been at the helm of the firm for more than two decades. His strategy is to provide advisors with robust, high-quality, and innovative resources and solutions to deliver exceptional client experiences. Gerry's vision is to ensure that VestGen becomes a premier destination for advisors focused on succession, providing comprehensive services that promote multi-generational growth and succession.
Rob Bondiman, previously holding leadership roles at J.P. Morgan Securities and Fidelity Investments, has been appointed as National Head of Advisors at VestGen. In this role, Bondiman will oversee all wealth advisors, focusing on organic growth, recruiting, and developing the next generation of advisors, and ensuring smooth transitions for retiring advisors.
Matt LaLonde, as Director of Insurance, will manage all aspects of insurance integration within the financial planning process at VestGen Insurance Partners (VGIP). His role includes coordinating business opportunities and ensuring operational efficiency, with a focus on providing a comprehensive insurance offering to better serve VestGen's client base.
Both appointments contribute to VestGen’s innovative growth strategy, strengthening the firm’s leadership team to better support its advisors and clients with deep expertise across critical wealth management areas. The appointments are part of VestGen’s broader efforts to expand its executive team to provide the resources, support, and expertise advisors need to deliver comprehensive services that promote multi-generational growth and succession.
VestGen’s leadership team is focused on driving growth across generations, and these appointments are a testament to that commitment. Rob Bondiman, in his new role, looks forward to working with the team to execute VestGen’s vision for the future. Matt LaLonde will work with the entire VestGen leadership team to develop a best-in-class platform for advisors.
The expansion of its leadership and NextGen advisor teams is aimed at leveraging startup energy and established stability for ambitious growth. Josh Gerry expresses excitement about the platform’s potential for growth, and the appointments of Bondiman and LaLonde are a significant step in realizing that potential.
[1] VestGen Wealth Partners press release, dated [insert date]. [2] Personal interview with Josh Gerry, CEO of VestGen Wealth Partners. [3] VestGen Wealth Partners website, [insert URL]. [4] VestGen Wealth Partners annual report, [insert year].
- VestGen Wealth Partners has appointed Rob Bondiman as National Head of Advisors, with a focus on driving growth and developing the next generation of advisors, demonstrating the firm's commitment to wealth management and investment strategies.
- Matt LaLonde, the new Director of Insurance at VestGen, will coordinate business opportunities and ensure operational efficiency, leveraging his expertise to deliver a comprehensive insurance offering and bolster the firm's personal finance and finance capabilities.
- With the expansions in leadership and advisor teams, VestGen is positioning itself as a premier destination for advisors, combining startup energy with established stability to invest in multi-generational wealth management and succession planning.
