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"People use GPS really more for safety and for risk mitigation...that’s what GPS does. It doesn’t throw out the data that’s in the old map, it adds to that dataset. And that’s exactly what ESG does.”
Welcome in to another episode of “YourStake, Your Story,” a podcast dedicated to telling the stories of financial advisors who lead with socially responsible and values-based investing!
Joining us today is Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC. Noted as an “ESG expert” by Financial Advisor magazine, Jeff has also been featured in the past in Money Magazine, Barron’s, Morningstar Magazine, The Wall Street Journal, CNN, and Affluent Magazine, among many others. He also speaks frequently about Sustainable, Impact and ESG Investing at conferences throughout the US, including Morningstar, Fidelity, Barron’s, Financial Advisor Magazine, Bloomberg, and many others. In 2018, he was named RIA “Thought Leader of the Year” by WealthManagement.com.
Jeff founded his firm's SMART® (Sustainability Metrics Applied to Risk Tolerance) Investing Services, which provide investment options for individuals as well as development and investment services for other finance experts in the Sustainable, ESG, and Impact spheres.
Gitterman Wealth Management has also held numerous significant sustainable investment conferences for financial advisors in New York City over the last few years, with the 2019 and 2018 conferences taking place at the UN Headquarters. Jeff is dedicated to assisting investors and other financial professionals in navigating the fast developing Sustainable, Impact, and ESG Investing landscape.
Jeff is also the co-author of Beyond Success: Redefining Prosperity and an Associate Producer of Planetary. He is also a member of the Board of Directors of the Child Health Institute of New Jersey at Rutgers Robert Wood Johnson Medical School and spends much of his spare time promoting funds and awareness for the autism community.
Tune into this episode to hear about:
- First influences & making a big decision (3:38)
- Working around the themes of success & happiness (9:25)
- All things sustainable investing (16:12)
- Educational materials & what advisors should look into (34:33)
- Climate change, social justice, racial justice: What needs to be done (43:16)
Thank you to Jeff Gitterman for joining us in this episode! Be sure to tune back in every other week for a new episode of YourStake, YourStory and hear another amazing voice in the industry.
About YourStake Your Story:
YourStake aims to provide advisors with everything they need to understand ESG issues, analyze portfolios, and report to clients. We want to equip you with the underlying data and analysis tools to navigate ESG. The YourStake, YourStory podcast is designed to amplify voices in the financial industry who are leading the charge for socially responsible investing practices.
Each episode, we are joined by experts in the field to hear their stories about what brought them into the industry, why they are passionate about ESG and values-based investing, and much more.
Resources:
- YourStake YouTube
- Jeff Gitterman Biography
- Jeff Gitterman LinkedIn
- Beyond Success: Redefining the Meaning of Prosperity
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