VestGen Wealth Partners is transforming the wealth management industry by addressing advisor succession while providing exceptional client service across generations. The firm recently appointed Rob Bondiman as National Head of Advisors and Matt LaLonde as Director of Insurance to lead VestGen Insurance Partners (VGIP).
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. He previously held leadership roles at J.P. Morgan Securities and Fidelity Investments.
LaLonde will manage all aspects of insurance integration within the financial planning process at VGIP, including coordinating business opportunities and ensuring operational efficiency.
Launched in December 2024, VestGen has ten financial advisory practices managing $5.3 billion in assets. Earlier this year, the firm expanded its leadership and NextGen advisor teams to leverage its startup energy and established stability for ambitious growth through innovative succession support.
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“Our focus remains on identifying services and solutions that revolutionize the way our advisors can serve our clients and drive growth across the generations. And as we’ve grown, we have been able to attract incredible talent to help us build and deliver these solutions to our advisors. I’m thrilled that Rob and Matt have joined our team and look forward to their contributions to our firm.”
Josh Gerry, founder and CEO of VestGen
“This group of leaders and advisors has built an incredible platform for growth, especially in the face of the demographic realities our industry faces. I’ve seen an incredible amount of change in our space over the more than two decades I’ve served in the wealth management space, and I’m excited to work with this team to execute on its vision for the future of our industry.”
Rob Bondiman as National Head of Advisors
“Providing a comprehensive insurance offering will enable our advisors to better serve the expanding needs of our client base. Together with the entire leadership team, I look forward to developing a best-in-class platform for our advisors.”
Matt LaLonde as Director of Insurance
