Covenant Taps New Director of Business Development

Addition of Jeff Gerold strengthens the firm’s sales/marketing efforts and enhances its philanthropic advisory firepower

SAN ANTONIO--(BUSINESS WIRE)-- San Antonio-based Covenant has named Jeff Gerold as the wealth management firm’s director of business development, a newly created position on the company’s executive leadership team.

As Covenant’s business development director, Gerold is charged with harnessing his special expertise in philanthropic advisory, as well as his two decades’ worth of financial planning experience, to further Covenant’s mission of unburdening families from the complexities of financial decisions.

Specifically, Gerold will lead Covenant’s sales and marketing strategies, with a particular focus on identifying and cultivating relationships with untapped ideal client opportunities.

“Too many people fall short of realizing their dreams—like early retirement, travel, a debt-free education for their children, or supporting the causes they care about—because they try to self-manage their complicated financial situations, or avoid management altogether because they’re not sure how to go about it,” Gerold says. “My job is to connect with those people, gain an understanding of their needs, and then show them how Covenant will change their lives by helping them develop realistic financial plans that will achieve their goals and make those dreams come true.”

A perfect fit

Gerold joins Covenant following an 18-year, multi-post tenure with Boston-based Fidelity Investments. From 2007 to 2016, he served as vice-president and charitable planning consultant for Fidelity Charitable, where he helped advisors and their clients leverage the power of a donor-advised fund to give more to the charitable causes they care about.

Adds John Eadie, Founding Partner of Covenant, “When we found ourselves with the opportunity to have someone like Jeff join our team, we jumped at the chance. His talent, experience, and wisdom will help us continue to provide solutions that delight our clients and enhance their lives, as well as forward our firm’s ongoing trajectory of growth.”

Read his bio to learn more about Jeff Gerold.

About Covenant Multifamily Offices, LLC:

Covenant’s promise is in its name. The wealth management firm exists to provide personally tailored financial guidance rooted in the key tenants of Lifestyle. Legacy. Philanthropy.® Covenant serves clients at its headquarters in San Antonio along with offices in Dallas, Austin, and Oklahoma City. More information on Covenant can be found by visiting www.covenantmfo.com.

View source version on businesswire.com: http://www.businesswire.com/news/home/20160411006246/en/

Covenant Multifamily Offices, LLC
Rene Lin, 214-361-4457
[email protected]

Source: Covenant Multifamily Offices, LLC

---

Serious News for Serious Traders! Try StreetInsider.com Premium Free!

---

You May Also Be Interested In

• What Delta’s report tells investors in American and United
• Ukraine's Y-Park Gains Global Recognition as First Dedicated Legal AI Innovation Hub
• Omega Partners Launches Nationwide Consultant Recruitment Drive as It Targets Record September 2026 University Intake