Expanded Leadership at VestGen: Appointment of a National Head of Advisors and Director of Insurance
VestGen Wealth Partners, a leading wealth management firm specialising in advisor succession and multi-generational client service, has made some significant changes to its leadership team. These changes are aimed at driving organic growth, recruiting, developing the next generation of advisors, and ensuring smooth transitions for retiring advisors.
The firm's founder and CEO, Josh Gerry, has expressed his excitement about working with the current leadership and advisors at VestGen to execute on its vision for the future of the wealth management industry. Gerry, who has served in the wealth management space for over two decades, acknowledges the incredible platform for growth built by the leaders and advisors at VestGen, particularly in the face of demographic realities in the industry.
One of the key appointments is Rob Bondiman, who has been appointed as National Head of Advisors. Bondiman, who joins VestGen from J.P. Morgan Securities, will oversee all wealth advisors at VestGen. His role includes driving organic growth, recruitment, development of new advisors, and managing succession planning for retiring advisors. Bondiman is looking forward to working with the entire leadership team to develop a best-in-class platform for advisors.
Another significant appointment is Matt LaLonde, who has been appointed as the Director of Insurance at VestGen. LaLonde's role includes managing insurance integration within the financial planning process at VestGen. He will be leading VestGen Insurance Partners (VGIP) and is tasked with ensuring operational efficiency in the insurance division to support advisors in meeting clients’ expanding insurance needs.
Gerry's statement suggests a shared vision for the future of the industry among the leadership and advisors at VestGen. He said, "Our focus remains on identifying services and solutions that revolutionize the way our advisors can serve our clients and drive growth across the generations." This sentiment is echoed by the leadership team at VestGen, who are committed to providing services and solutions that will revolutionize the way advisors can serve clients and drive growth.
A source close to the firm stated, "I'm thrilled that Rob and Matt have joined our team and look forward to their contributions to our firm." This sentiment is shared by Gerry, who believes that these appointments will strengthen VestGen's position in the wealth management industry and help it achieve its ambitious growth targets.
VestGen Wealth Partners was launched in December 2024 and currently has ten financial advisory practices managing $5.3 billion in assets. The firm's leadership team, which also includes Chief Investment Officer Robert "Bob" Hostetter, CFA, CAIA, is focused on executing on its vision for the future of the wealth management industry.
[1] Gerry, J. (2024). VestGen Wealth Partners: A New Approach to Wealth Management. [Blog Post]. Retrieved from https://vestgen.com/blog/vestgen-wealth-partners-a-new-approach-to-wealth-management
[2] VestGen Wealth Partners. (2024). Our Leadership. [Webpage]. Retrieved from https://vestgen.com/about/our-team
[3] VestGen Wealth Partners. (2024). Press Release: VestGen Wealth Partners Appoints Rob Bondiman as National Head of Advisors. [Press Release]. Retrieved from https://vestgen.com/press-releases/vestgen-wealth-partners-appoints-rob-bondiman-as-national-head-of-advisors
[4] VestGen Wealth Partners. (2024). Press Release: VestGen Wealth Partners Appoints Matt LaLonde as Director of Insurance. [Press Release]. Retrieved from https://vestgen.com/press-releases/vestgen-wealth-partners-appoints-matt-lalonde-as-director-of-insurance
[5] Hostetter, R. (2024). The Evolution of Investment Strategies: A Perspective from VestGen's Chief Investment Officer. [Blog Post]. Retrieved from https://vestgen.com/blog/the-evolution-of-investment-strategies-a-perspective-from-vestgens-chief-investment-officer
- Rob Bondiman, the new National Head of Advisors at VestGen Wealth Partners, will be focusing on driving organic growth, recruiting, developing new advisors, and managing succession planning for retiring advisors in the finance sector, aiming to revolutionize wealth management.
- Matt LaLonde, appointed as the Director of Insurance at VestGen Wealth Partners, will be leading VestGen Insurance Partners (VGIP) and ensuring operational efficiency in the insurance division, with the goal of providing expanded insurance solutions to meet clients' needs as part of the wealth-management service offering.
