People Moves

Covenant Creates Business Development Director Role

Eliane Chavagnon Editor - Family Wealth Report April 12, 2016

Covenant Creates Business Development Director Role

The US wealth manager said it is boosting its sales/marketing efforts and enhancing its philanthropic advisory firepower.

San Antonio, TX-based Covenant, the US wealth manager, has named Jeff Gerold as director of business development - a new role at the firm.

Gerold joins Covenant after 18 years at Boston-based Fidelity Investments – most recently as a vice president and charitable planning consultant.

Covenant also has offices in Dallas and Austin, TX, and Oklahoma City, OK.  

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