Why The Gerold Group

With over 50 years of combined experience, The Gerold Team has the knowledge and experience to help our clients secure their financial futures. Utilizing a global network of capabilities through RBC and RBC Capital Markets that offers both onshore and offshore capabilities, we are perfectly positioned to address and recommend an almost endless list of solutions that can apply across the globe. Each team member’s unique background lends itself to different specialties that allows us the opportunity to offer a more complete wealth management relationship with our clients. We have been guests on programs such as CNBC’s Smart Money and Talk Radio and were featured in the firm-wide inaugural issue of RBC World and quoted in On Wall Street. We have been asked to serve on numerous institutional boards and to participate in several financial panels. As the founding member of the team, John is a member of RBC Wealth Management’s Chairman’s Council, classifying him among the top of the advisors within the firm.


John Gerold, AWM

Managing Director - Financial Advisor, Senior Consulting Group

301-907-2727 | Email |
301-907-2701

John has been investing professionally and personally for more than 25 years. From 1988 to 1993, John was a Senior Communications Consultant for Bell Atlantic. He helped facilitate the integration of Bell Atlantic and Northern Telecom. After the merger of the two companies, he joined Bell Atlantic Meridian Systems. In 1993, John joined Kidder Peabody, a GE company, as a Financial Consultant. After PaineWebber bought Kidder Peabody, John stayed on to become a Senior Vice President of Investments. During his time at PaineWebber, John was a member of the PaineWebber Round Table, the Estate Planning Consulting Group, and was the Managed Account Coordinator of the Washington DC office.

In the fall of 2000, John became an Executive Director at CIBC Oppenheimer. While there, he was a member of CIBC Round Table, the Wealth Management Panel, and the Chairman's Council. Additionally, John was one of twelve members of the CIBC National Advisory Council. In 2003, John brought his team to RBC Wealth Management where his main role is to oversee the entire Wealth Management process for both individuals and institutions.

As part of the Corporate Executive Services program, John is among a select group of advisors who work closely with RBC Capital Markets to provide high level services to corporate clients and their executives. He also serves as a consultant to institutional retirement plans for larger firms. He also is a member of RBC Wealth Management's Chairman's Council which recognizes the top 150 Financial Advisors in the firm.

John is an active participant in Super Leaders - a school-based, comprehensive youth leadership and mentoring program for at-risk middle and senior high school students in the Washington area. John is a lacrosse coach for St. Peters and lives in Olney, Maryland with his wife, Andrea, and four children.

Campbell M Wright, CFA

Associate, Business Senior

301-907-2731 | Email
301-907-2701

 

Campbell is in charge of investment research and analysis and works side-by-side with John on client portfolio construction, management, and monitoring. Campbell strives to identify and understand each of our client's unique needs and financial objectives in order to develop and implement strategies to meet those needs and objectives. Campbell also plays a key role in providing corporate and executive services to the team's institutional clients with a focus on defined contribution and share based compensation plans.

Campbell earned a Bachelor of Arts in Philosophy from The University of the South in Sewanee, Tennessee. Since joining this team, Campbell earned the Charted Financial Analyst® designation by completing a rigorous self study program covering a broad range of topics related to investment analysis and portfolio management. He holds both the Series 7 and 66 licenses. Campbell is also a member of the CFA Society of Washington, DC.

Prior to Joining The Gerold Group and RBC Wealth Management in April of 2009, Campbell worked as a Registered Client Associate with A.G. Edwards / Wachovia Securities Private Client Group, which has since become Wells Fargo Advisors.

Campbell Currently lives in the Cleveland Park Neighborhood in Washington, DC.

Melissa Allen

Senior Registered Client Associate

301-907-2730 | Email

With 10 years of industry experience, Melissa’s main focus is to gather the necessary information to create a wealth plan for clients, using RBC Wealth Management’s planning tool. Once created, she monitors and adjusts the plan as life events occur. She is also accountable for monitoring activity on accounts, placing trades, fulfilling money movement requests upon request and, in general, providing exceptional client service. Melissa is also currently working toward obtaining a CERTIFIED FINANCIAL PLANNER™ certification. 

Prior to joining the Gerold Group, Melissa worked at Morgan Stanley as a senior registered associate in their Washington DC office. Originally from Connecticut, she holds a Bachelor’s degree in studio art from American University DC and has her Series 7 and Series 66 securities licenses. Melissa enjoys running, cooking and traveling in her spare time. She currently lives in Kensington, Maryland with her husband, infant triplets, and Labrador retriever.