Expanded Leadership at VestGen: Announcement of a New National Head of Advisors and Director of Insurance
In the realm of wealth management, VestGen Wealth Partners is making significant strides. Launched in December 2024, the firm has already established a strong presence, managing $5.3 billion in assets across ten financial advisory practices.
One of the key appointments at VestGen is Rob Bondiman, who has been appointed as the National Head of Advisors. With a rich background in leadership roles at J.P. Morgan Securities and Fidelity Investments, Bondiman brings extensive experience to his new role. His focus will be on organic growth, recruiting, and developing the next generation of advisors, ensuring smooth transitions for retiring advisors.
Bondiman expresses his enthusiasm for his new role, stating, "I am looking forward to developing a best-in-class platform for advisors at VestGen."
Another notable appointment is Matt LaLonde, who has been appointed as Director of Insurance at VestGen. LaLonde's role includes coordinating business opportunities and ensuring operational efficiency, as well as managing all aspects of insurance integration within the financial planning process.
The leadership team at VestGen is committed to identifying services and solutions that revolutionize the way its advisors can serve clients and drive growth across generations. This commitment is evident in the expansion of their leadership and NextGen advisor teams earlier this year.
At the helm of VestGen is Josh Gerry, the founder and CEO. Gerry leads the firm and its vision, guiding executive leadership and overall strategy. Robert "Bob" Hostetter, CFA, CAIA, serves as the Chief Investment Officer (CIO), developing and implementing innovative, client-centric investment strategies.
VestGen Wealth Partners is a wealth management firm that focuses on advisor succession and client service across generations. With its growing leadership team and commitment to innovation, the firm is well-positioned to shape the future of wealth management. Gerry shares this optimism, expressing his excitement to work with the team to execute on VestGen's vision for the future of the wealth management industry.
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- As VestGen Wealth Partners expands its leadership team, Rob Bondiman, in his role as National Head of Advisors, will focus on developing a best-in-class platform for advisors, aiming to ensure organic growth, recruiting, and the development of the next generation of advisors.
- Matt LaLonde, appointed as Director of Insurance at VestGen, will coordinate business opportunities and manage all aspects of insurance integration within the financial planning process, with a key role in operational efficiency.