The Gerold Group - About the Gerold Group

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

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Carter Bidwick, CFP®

Associate Vice President - Financial Advisor

301-907-2718

Email |

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Les Williams

Wealth Strategist

Les serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Jacob Geiermann

Senior Associate Wealth Strategist

As a senior associate wealth strategist, Jake helps financial advisors integrate wealth planning as a core part of the client experience. Skilled in complex planning concepts and tools, he also helps with effective discovery, as well as the development and review of wealth plans and presentations for clients.

Josh Mendelson

Wealth Management Banker

In the wealth management banker role, Josh acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Jeff Kapala

Corporate and Executive Services Trading

As member of RBC Corporate and Executive Services, Jeff offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

Matt Franks

High-Net-Worth Lending Consultant

Matt is a high-net-worth lending consultant and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.

Michael Greenhalgh

High-Net-Worth Lending Specialist

Michael is a high-net-worth lending specialist and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.

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About the Gerold Group