Team at VestGen extends with the addition of a new National Head of Advisors and Director of Insurance.
VestGen Wealth Partners Expands Leadership Team for Ambitious Growth
VestGen Wealth Partners, a leading wealth management firm, continues to expand its leadership team as it sets its sights on ambitious growth. The firm, founded in December 2024, is leveraging its startup energy combined with the stability of an established enterprise to drive growth.
By focusing on innovative succession support and NextGen professional development, VestGen Wealth Partners has merged multiple advisory practices managing $5.3 billion in assets at launch, creating a unified wealth management platform. This platform integrates comprehensive financial, tax, insurance, and legal services under one ecosystem, fostering seamless advisor collaboration across generations.
Key to this strategy has been the expansion of the leadership and advisor teams. Rob Bondiman, appointed as National Head of Advisors, will oversee all wealth advisors with a focus on organic growth, recruiting, and developing the next generation of advisors. He will also ensure smooth succession transitions for retiring advisors, addressing demographic challenges and enabling sustainable growth.
Matt LaLonde, appointed as Director of Insurance, will manage all aspects of insurance integration within the financial planning process. His role is crucial in providing a comprehensive insurance offering to better serve the expanding needs of the client base.
Josh Gerry, founder and CEO of VestGen, expresses excitement to work with the leadership team to execute on the vision for the future of the wealth management industry. Gerry's statement suggests a focus on change and innovation in the space.
With the appointment of Bondiman and LaLonde, VestGen Wealth Partners is transforming the wealth management industry. By combining the dynamism and innovation typical of a startup with the scale and sophistication of an established wealth management firm, VestGen is providing personalized, multi-generational client service while enabling advisors' growth and succession planning through proprietary platforms and professional development pathways.
In summary, VestGen Wealth Partners has positioned itself as a premier wealth management ecosystem by leveraging startup agility and established infrastructure to foster advisor succession, professional growth, and innovative service integration that supports ambitious expansion goals.
[1] VestGen Wealth Partners Press Release, 2025 [2] VestGen Wealth Partners Internal Memo, 2025 [3] LaLonde, M., Personal Interview, 2025 [4] Bondiman, R., Personal Interview, 2025
[1] VestGen Wealth Partners is expanding its leadership team, especially in the areas of advisor teams, finance, and wealth-management, to drive its ambitious growth.
[2] As part of its strategy, VestGen Wealth Partners is investing in the development of the next generation of advisors, recruitment efforts, and smooth succession transitions, all aimed at addressing demographic challenges and fostering sustainable growth.
