Jeffery L. Gitterman

Title: Co-Founding Partner
Company: Gitterman Wealth Management
Location: Rumson, New Jersey, United States

Jeffery L. Gitterman, Co-Founding Partner at Gitterman Wealth Management, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial planning.

Backed by two decades of professional experience, Mr. Gitterman is a distinguished wealth management expert dedicated to client satisfaction. In 2010, he became a co-founding partner of Gitterman Wealth Management, LLC in New York City. Likewise, he is a thought leader in the field of sustainable, impact and ESG (environmental, social, and governance) investing and is the creator of his firm’s SMART (sustainability metrics applied to risk tolerance) investing services. Previously, Mr. Gitterman was the owner of Gitterman and Associates from 2000 to 2010. In his career, he has also written “Beyond Success: Redefining the Meaning of Prosperity” and associate produced the documentary film, “Planetary.”

Notably, Mr. Gitterman has been recognized as an “ESG expert” by Financial Advisor magazine. He has also been featured in Money Magazine, Barron’s, Morningstar Magazine, The Wall Street Journal, CNN, and Affluent Magazine, among many others. To add to his accomplishments, he was named ESG Advocate of the Year by Private Asset Management Awards in 2020 and named RIA Thought Leader of the Year in 2018. Mr. Gitterman has always been driven to help people and financial planning offers him the opportunity to guide people in reaching their goals. With this sentiment, he has raised a significant amount of money in excess of one million dollars for Autism awareness. Mr. Gitterman attained a Bachelor of Science in business administration and management from Rider University in 1989. In five years’ time, hopes to dedicate more of his energy towards dealing with climate change.

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