Jeff Gitterman

Jeff Gitterman

Formal First Name
Jeffrey (Jeff)

Jeff Gitterman is a Co-founding Partner and Creator of Sustainable, Impact, and ESG Investing Services at Gitterman Wealth Management, an investment firm that caters to high net-worth clients, businesses, and people in the academic community. Additionally, he is a Co-founder and the CEO of Beyond Success Consulting, a firm that helps clients combine holistic ideas with business and wealth management. Jeff is an award winning financial services professional with more than 30 years of experience. Noted as an ESG expert and thought-leader, Jeff has been featured in Money Magazine, Barron’s, Morningstar Magazine, The Wall Street Journal, Fidelity, Financial Advisor Magazine, Bloomberg, CNN, and Affluent Magazine, among many others. Over the past decade, Jeff has spoken at numerous conferences for the financial, insurance and motivational speaking markets, directly engaging with thousands of business professionals. He speaks frequently about Sustainable, Impact, and ESG Investing at conferences throughout the United States.

Professional Experience

Academic History

  • He is the creator of his firm's SMART( Sustainability Metrics Applied to Risk Tolerance)® Investing, which offer investment opportunities for clients.

  • He is the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film, Planetary.

  • Published in 2009, the book helps readers find harmony between material and personal success. 

  • Jeff is also the co-host of The IMPACT TV show, which airs on and Bloomberg TV,

  • He is dedicated to raising funds and awareness for the autism community.

  • He graduated from Rider University with a BS in Business Administration and Management.

Jeff Gitterman’s Honors & Awards

  • RIA Thought Leader of the Year 2018,

  • One of Our Nation's Best Bosses 2004, Fortune Small Business Magazine

Jeff Gitterman’s Affiliations

  • Board of Directors, Child Health Institute of New Jersey

  • Chairman, Autism Center of New Jersey Medical School