Expanded Leadership at VestGen: New National Head of Advisors and Director of Insurance appointed.
VestGen Wealth Partners, a rapidly growing financial advisory firm, has made significant moves to strengthen its leadership team. Rob Bondiman has been appointed as the National Head of Advisors, while Matt LaLonde has been named Director of Insurance at VestGen Insurance Partners (VGIP).
Based in the UK, VestGen Wealth Partners was launched in December 2024. The firm, which currently manages ten financial advisory practices managing $5.3 billion in assets, is focused on organic growth, recruiting, and developing the next generation of advisors.
Josh Gerry, the founder and CEO of VestGen, expresses excitement about the growth potential of the platform. He leads the firm's overall vision and growth strategy. Gerry, who has served in the wealth management space for over two decades, is well-acquainted with the demographic realities facing the industry.
As the National Head of Advisors, Bondiman will oversee all wealth advisors at VestGen Wealth Partners. His responsibilities include driving organic growth, recruiting new advisors, and developing the next generation of advisors. Bondiman looks forward to developing a best-in-class platform for advisors at VestGen.
Meanwhile, Matt LaLonde has been appointed as Director of Insurance at VestGen Insurance Partners (VGIP). LaLonde will manage all aspects of insurance integration within the financial planning process at VGIP. Providing a comprehensive insurance offering will enable VestGen's advisors to better serve their expanding client base.
The leadership team at VestGen is building an incredible platform for growth. Alongside Gerry, Robert "Bob" Hostetter, CFA, CAIA serves as the Chief Investment Officer (CIO). His responsibilities include developing and implementing investment strategies that align with the firm's vision and client needs.
VestGen Wealth Partners is transforming the wealth management industry. The firm is leveraging its startup energy and established stability for ambitious growth through innovative succession support. The firm expanded its leadership and NextGen advisor teams earlier this year, signalling its commitment to the future of the industry.
Gerry is excited to work with the team to execute on the vision for the future of the industry. Bondiman and LaLonde's appointments are a testament to this commitment. As the firm continues to grow, it is poised to deliver multi-generational client service, setting a new standard in the wealth management industry.
[1] VestGen Wealth Partners: www.vestgen.co.uk [2] Rob Bondiman: www.linkedin.com/in/robbondiman [3] Matt LaLonde: www.linkedin.com/in/mattlalonde [4] Josh Gerry: www.linkedin.com/in/joshgerry
- Robert Bondiman, as the National Head of Advisors, will work alongside Josh Gerry, the founder and CEO, to drive organic growth, recruit new advisors, and develop the next generation of advisors at VestGen Wealth Partners, focusing on wealth management.
- Matt LaLonde, as Director of Insurance at VestGen Insurance Partners (VGIP), will manage insurance integration within the financial planning process, enabling advisors to provide a comprehensive insurance offering, thereby better serving their expanding client base while investing in the firm's growth.
