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Jessica Hale, portrait

Jessica Hale

Chief Compliance Officer and Chief Legal Officer at GC Wealth Management RIA

Firm officerUpdated

Jessica Hale has been Chief Compliance Officer and Chief Legal Officer of GC Wealth Management RIA, LLC, a Cambridge, MA investment adviser managing $5.83B, since September 2023.

3
Years in role
$5.83B
Firm AUM
247
Firm clients
34
Firm advisers

From Form ADV filed 31 March 2026Form ADV

Career

Jessica Hale is a control person of GC Wealth Management RIA and directly owns under 5% of it. Jessica Hale studied at The Ohio State University and Boston University School of Law.

GC Wealth Management RIA is an investment adviser based in Cambridge, MA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $5.83 billion, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.

Jessica Hale is Chief Legal & Compliance Officer of GC Wealth. Hale began in the investment management department at Ropes & Gray LLP, then went in-house and, after helping set up multiple offices outside the United States, became Global Chief Compliance Officer. Hale later joined the legal department at First Republic Bank and became Chief Compliance Officer for First Republic Investment Management.

Key facts

CRD
7686666
Firm
GC Wealth Management RIA · CRD 327269
Role
Chief Compliance Officer and Chief Legal Officer
In role since
September 2023 · 3 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Cambridge, MA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jessica Hale work?

Jessica Hale has been Chief Compliance Officer and Chief Legal Officer of GC Wealth Management RIA, LLC since September 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

How can I verify Jessica Hale’s record?

Jessica Hale’s role is listed on GC Wealth Management RIA, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 327269.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at GC Wealth Management RIA

Sources

  1. IAPD individual lookup, CRD 7686666, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of GC Wealth Management RIA, LLC, filed 31 March 2026. Title, control and ownership bands.
  3. GC Wealth Management RIA team page. Biography, education, credentials, awards and the portrait, reproduced for identification.