General Catalyst logo
General Catalyst logo
A search icon to enter queriesA search icon to enter queriesAn X to close this dialogueAn X to close this dialogue

James Gersack

Wealth Management

Locations
San Francisco
Industries

I am a Wealth Manager at GC Wealth, a next-generation wealth management platform created by General Catalyst as they endeavor Beyond Venture. My team and I support entrepreneurs throughout their wealth journey with disciplined investment and planning expertise, emphasizing tax efficiency, liquidity, and transparency.

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

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

General Catalyst | Download Icon
From
James Gersack
No items found.
Company
Sector
Location
No items found.
No items found.