Jeff Gitterman: Investing for a Sustainable Future

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The heightened uncertainty we’re experiencing has brought with it a new sense of conviction. And more investors are now looking to align their portfolios with their values. In this episode, Jeff Gitterman, Co-founding Partner of Gitterman Wealth Management, joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to explore how advisors can be prepared to help clients invest sustainably.

In this episode, you’ll hear:

•   Why ESG (environmental, social, governance) isn’t the socially responsible investing of years ago
•   How ESG and well-being intersect, and ways that advisors can talk to clients about both
•   Why ESG matters from an advisor’s standpoint and, ultimately, from an investor’s standpoint

Jeff is a co-founding partner of Gitterman Wealth Management and a leader in the field of sustainable, ESG, and impact investing. Noted as an ESG expert by Financial Advisor magazine, he’s been featured in numerous publications and speaks frequently at industry events. He co-hosts TheIMPACT TV Show, which airs on Bloomberg TV, is the author of Beyond Success: Redefining the Meaning of Prosperity, and has served as associate producer on the feature documentary film Planetary.

Ways to Connect

•   LinkedIn:
•   Gitterman Wealth Management:

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