Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠⁠⁠https://UHNWC.com/⁠⁠ ⁠

Jeff Gitterman (⁠https://www.gittermanwealth.com/⁠) is a co-founding partner of Gitterman Wealth Management, LLC, and a true visionary in the field of Sustainable, Impact, and ESG Investing. With his expertise in creating SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, Jeff offers investment opportunities and research services for both individual clients and financial professionals in the Sustainable, ESG, and Impact arenas.

In today's episode, Jeff and Chris talk about
1- The world of sustainable investing
2- The focus on working with high-net-worth clients
3- Targeting college professors
4- The importance of ESG investing
5- Current market insights

LinkedIn: ⁠https://www.linkedin.com/in/jeffgitterman/⁠
Website: ⁠https://www.gittermanwealth.com/⁠
Twitter: ⁠https://twitter.com/JeffGitterman⁠
Facebook: ⁠https://www.facebook.com/jeff.gitterman/⁠

Jeff's Book:
⁠https://www.amazon.com/Beyond-Success-Redefining-Meaning-Prosperity/dp/0814413366#:~:text=Beyond%20Success%20presents%20simple%20principles,a%20continually%20evolving%20life%20story⁠

---------------------------------------------------------------------------------------------------------------------------
Maximize your marketing, close more clients, and amplify your AUM by following us on:
Instagram: ⁠⁠https://instagram.com/ultrahighnetworthclients⁠ ⁠
TikTok:⁠ ⁠https://tiktok.com/ultrahighnetworthclients⁠ ⁠
YouTube: ⁠⁠https://www.youtube.com/@uhnwc⁠
Facebook: ⁠⁠https://www.facebook.com/UHNWCPodcast⁠⁠
Twitter: ⁠⁠https://twitter.com/uhnwcpodcast ⁠⁠
iTunes: ⁠⁠https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 ⁠⁠
Spotify: ⁠⁠https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr⁠⁠
Website: ⁠⁠https://uhnwc.com ⁠⁠
Work with us: ⁠⁠https://famousfounder.com/ ⁠⁠

DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance.

Twitter Mentions