Jeffrey L. Gitterman, AAMS®

Co-Founding Partner

Jeff Gitterman

Jeff is considered a thought leader in the field of Sustainable, Impact, and ESG Investing. He is the creator of the firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer individuals and financial professionals investment opportunities in the ESG (Environmental, Social, and Governance) arena.

Jeff has specialized in financial, wealth and distribution planning within the academic community since 1991. In 1997, he founded his own firm, which focuses on educating college and university professionals and helping them manage all aspects of their finances. In 2004, he was honored by Fortune Small Business Magazine and Winning Workplaces as being one of our nation’s Best Bosses. Jeff’s success was highlighted with a featured article in Money Magazine and 150 commercial spots on CNN recognizing his work within the academic community.

Jeff produced and hosted a radio show entitled: “Beyond Success: Redefining the Meaning of Prosperity.” The show challenged its listeners to go beyond success and discover a deeper meaning to life. His guests included the premier thought leaders in business, politics, science, and spirituality, who have reached the pinnacle of financial and professional attainment in their field only to discover a profound lack of fulfillment with what our culture defines as success. Jeff brought his own experience together with that of his internationally renowned guests in a quest to redefine the true meaning of prosperity and explore a higher goal of life beyond success. Jeff’s book, Beyond Success; Redefining the Meaning of Prosperity is available at Amazon and in all major bookstores. He is also the co-founder of Beyond Success, a coaching and consulting company that brings more holistic ideas to the world of business and finance. Jeff is a featured platform speaker at national venues.

Jeff has four children: Justin, Jake, Joelle and Gianna. When it was discovered that his son, Jake, had autism, Jeff took a proactive role in getting him the help he needed through the professionals at the Rutgers BioMed (formerly University of Medicine and Dentistry of New Jersey). Realizing that other families were not as fortunate as his own, Jeff began fundraising work for what was The Center for Autism and UMDNJ and had organized fundraising projects that raised over $1,000,000 to help autistic children get the care they so desperately need. Jeff previously served as Chairman of the Autism Center Advisory Board for the New Jersey Medical School at the University of Medicine and Dentistry of New Jersey.  He currently serves on the board of the Child Health Institute of New Jersey at Rutgers Robert Wood Johnson Medical School and the advisory board to the Master of Science in Human Resources at Columbia University.

Jeff has had articles published in Financial Planning MagazineAffluent MagazineTransformation Magazine and London Glossy Magazine as well as the books; The Power of Philanthropy and The Speaker Anthology. His work has been featured in Money MagazineThe Home News TribuneFortune Small Business Magazine and on CNN. Jeff was recently featured on the cover of Exceptional People Magazine.

Learn more about Jeff’s book, Beyond Success: Redefining the Meaning of Prosperity or you can download the first chapter for free.

NJ ABP for College Professionals

No headaches, no stress, no guesswork.
Retirement planning made easy.

Learn More

Wealth Management Services

You've worked hard for your wealth.
We'll work harder to help it grow.

Learn More

Impact Investing Services

Make an impact with your investments.
Portfolio recommendations customized to fit your needs.

Learn More

SMART Portfolios

The first turn-key portfolio construction and marketing solutions
for advisors interested in Impact and ESG Investing.

Learn More