Financial Advisor's Workshop with Brian Kasal #97 Mastering Sustainable Finance w/ Jeff Gitterman, Partner & CEO, Gitterman Wealth Management, LLC
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Jeff Gitterman (https://www.gittermanwealth.com/) is the CEO of Gitterman Asset Management and a Partner at Gitterman Wealth Management. Widely seen as a thought leader in the climate change and sustainable investing fields, he is the creator of the firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer climate-focused investing solutions to both financial professionals and individual investors. Jeff has been featured in Forbes, Barron’s, The Wall Street Journal, Financial Advisor, Morningstar Magazine, and on CNN, among many others. He is a co-host of TheIMPACT show, which films at the NYSE and airs on fintech.tv, and also speaks frequently about climate-focused investing at conferences throughout the United States. Jeff is the author of Beyond Success: Redefining the Meaning of Prosperity, and also an Associate Producer of the feature documentary film Planetary.
For more information, please visit www.GittermanAsset.com and www.GittermanWealth.com.
In this episode, Chris and Jeff discuss:
1. Why Passion Drives Real Connections with Clients
2. Understanding the True Role of ESG in Investing
3. Why Governance (the ‘G’ in ESG) Matters for Advisors
4. Cultivating Long-Term Client Relationships in a Niche Market
LinkedIn: https://www.linkedin.com/in/jeffgitterman/
Website: https://gittermanasset.com/ https://www.gittermanwealth.com/
Book: https://www.amazon.com/Beyond-Success-Redefining-Meaning-Prosperity/dp/1452594023/
Documentary Film (Associate Producer): https://player.vimeo.com/video/60234866
Show: https://www.fintech.tv/News/Host/7-Jeff-Gitt
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