Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management, LLC met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s focus on sustainable investing, climate adaptation strategies, and the importance of advisor education.
Gitterman Wealth, co-founded by Jeffrey Gitterman, a longtime champion of ESG investing, aims to make Environmental, Sustainable and Governance strategies accessible to everyone. The firm serves individual investors, while also offering an outsourced solution to other advisors. “We want to bring the most forward-looking, climate-ready portfolios models to advisors,” says Gitterman. Providing the right story and education around ESG investing and sustainability is critical to advisor accessibility, Gitterman believes.
The firm’s biggest event this year, The 2019 Sustainable Investing Conference At The United Nations, will highlight the UN’s goals of sustainability and how investment managers can implement them in partnership with other non-profits and non-governmental organizations (NGO’s).
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