Expanded Leadership at VestGen: New National Head of Advisors and Director of Insurance Appointed
VestGen Wealth Partners, a leading wealth management firm specialising in advisor succession and client service across generations, has announced significant expansions to its leadership and NextGen advisor teams.
The firm, launched in December 2024, currently manages ten financial advisory practices with $5.3 billion in assets under management. With a unique approach to wealth management, VestGen is redefining the industry by seamlessly connecting advisors, families, and their legacies on a unified platform.
Rob Bondiman, a seasoned executive with previous leadership roles at J.P. Morgan Securities and Fidelity Investments, has been appointed as the 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, as well as ensuring smooth transitions for retiring advisors.
Matt LaLonde, another experienced professional, has been appointed as the Director of Insurance at VestGen. LaLonde's role includes managing all aspects of insurance integration within the financial planning process.
Josh Gerry, the founder and CEO of VestGen, expressed his excitement about the growth potential of the platform. He emphasised the growth potential of the platform, especially in the context of demographic realities in the industry.
VestGen's innovative approach combines cutting-edge technology, intergenerational talent, and a comprehensive integration of financial planning, tax, wealth management, insurance, and legal services into a holistic family office experience. This approach enables VestGen to support advisors in succession planning through innovative NextGen professional development and succession support, ensuring smooth advisor transitions while maintaining high-quality client service continuity across generations.
The firm is leveraging its startup energy with established enterprise scale to innovate in succession and client service models. VestGen has also appointed a Chief Investment Officer to craft comprehensive, innovative, client-centric investment strategies, further elevating advisor capabilities and client outcomes.
Through these coordinated efforts, VestGen is redefining advisor succession by not only managing transitions smoothly but also enhancing multi-generational relationship management and personalised client service, positioning itself as a premier destination for wealth advisors and clients seeking legacy preservation and sustained wealth growth.
[1] VestGen Press Release, "VestGen Wealth Partners Expands Leadership Team," [date], [link]
[2] VestGen Press Release, "VestGen Wealth Partners Announces Strategic Expansion," [date], [link]
[3] VestGen Press Release, "VestGen Wealth Partners Unveils Innovative Wealth Management Ecosystem," [date], [link]
[4] VestGen Press Release, "VestGen Wealth Partners Appoints Chief Investment Officer," [date], [link]
- Rob Bondiman, in his role as the National Head of Advisors at VestGen, will oversee wealth advisors and focus on investing in the next generation of advisors, ensuring smooth transitions for retiring advisors while also promoting organic growth and developing advisor teams.
- VestGen's strategic expansion includes the appointment of a Chief Investment Officer to craft innovative, client-centric investment strategies, with the aim of enhancing advisor capabilities, and ultimately, improving client outcomes, integrating finance, wealth-management, tax, insurance, and legal services into a holistic family office experience.
