VestGen Continues Expansion of Leadership Team with Appointment of National Head of Advisors, Director of Insurance

New Leadership Positions Enable VestGen to Enhance Operations and Service Offerings

CHICAGO, July 29, 2025 /PRNewswire/ -- VestGen Wealth Partners, LLC, (VestGen), the wealth management ecosystem revolutionizing the industry by solving for advisor succession while providing dedicated client service across generations, announced today it has appointed Rob Bondiman to its newly created National Head of Advisors and Matt LaLonde as the firm's first Director of Insurance leading the firm's insurance division, VestGen Insurance Partners (VGIP).

"Our focus remains on identifying services and solutions that revolutionize the way our advisors can serve our clients and drive growth across the generations," said Josh Gerry, founder and CEO of VestGen. "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."

As National Head of Advisors, Bondiman will play a key leadership role overseeing all wealth advisors at the firm and will be responsible for driving the organic growth of our existing advisor teams, fostering the recruitment and development of the next generation of advisors and ensuring a seamless transition for retiring advisors through a robust succession process.

Bondiman said of joining the VestGen team, "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."

Most recently, Bondiman served as the Executive Director, Market Director of Wealth Management with J.P. Morgan Securities. Before that, he served as Vice President and Branch Leader at Fidelity Investments, a position he held after his first stint with J.P. Morgan Securities, where he held executive roles within the Wealth Management and Private Client divisions. He also served as a wealth manager with TIAA. He started his career with Fidelity.

As the principal of VGIP, LaLonde is responsible for overseeing all facets of insurance integration within the firm's financial planning process, including coordinating and closing insurance business opportunities, managing outsourced resources, and ensuring seamless operational execution.

LaLonde added, "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."

VestGen launched in December 2024 with an impressive roster of 10 financial advisory practices collectively managing $5.3 billion in assets. Earlier this year, the firm announced the expansion of its leadership and NextGen advisor teams, which will leverage VestGen's start-up energy and scale of an established enterprise to achieve its ambitious growth goals through innovative succession support and NextGen professional development.

About VestGen Wealth Partners

VestGen Wealth Partners, LLC is a first-of-its-kind wealth management ecosystem designed to seamlessly connect advisors, families, and their legacies under one unified platform. By combining cutting-edge technology, intergenerational talent, and unwavering commitment to client success, VestGen is redefining what it means to preserve wealth and relationships for generations. VestGen integrates comprehensive financial planning, tax, wealth management, insurance, and legal services into a family office experience providing clients with the personalized and sophisticated service they deserve. With a mission to build wealth, preserve legacies and empower the future of wealth management, VestGen is poised to become the premier destination for advisors and investors alike. For more information, visit vestgen.com.

Disclosure

VestGen Advisors, LLC is an SEC-registered investment advisor. Securities offered through Private Client Services, a FINRA member broker-dealer. This is not an offer to buy or sell securities. For more information visit vestgen.com.

Media Contact:

Donald C. Cutler or Lorene Yue
Haven Tower Group, LLC
[email protected] or [email protected]

SOURCE VestGen