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James Gersack

Wealth Management

Locations
San Francisco
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Jim Gersack is a Wealth Manager at GC Wealth, a next-generation wealth management platform created by General Catalyst as they endeavor Beyond Venture.  Jim and his team support entrepreneurs throughout their wealth journey with disciplined investment and planning expertise which emphasizes tax efficiency, liquidity, and transparency.    

Prior to joining General Catalyst, Jim served as Managing Director at First Republic Private Wealth Management, and President of First Western Trust, both in Jackson Hole WY.  Previously, Jim worked at Montgomery Securities and Sanford C. Berstein (Bernstein Private Wealth), both in San Francisco, CA. 

Jim graduated from Montana State University in Finance and Economics and Franciscan University of Steubenville in Theology.  Jim holds the Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards.  Jim and his wife, Jenny, have two children, Emma (15) and Lucas (11).  Jim also serves as a Trustee of the Hughes Charitable Foundation.

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