When looking to secure your retirement, provide for your family, or preserve your legacy, you want to have the best team to guide you. Finding the right firm to help with your investments, portfolio management, retirement, and estate planning is one of the most important decisions you will make.
For more than a quarter century, the Gitterman name has resonated within the higher education marketplace and high-net-worth individuals. Founded by Jeffrey L. Gitterman and Elias S. Rauch, Gitterman Wealth Management is an independent SEC registered investment advisory firm providing retirement and wealth management services to the higher education marketplace and high-net-worth individuals.
We are also a leader in the Sustainable, Impact, and ESG (Environmental, Social, and Governance) Investing space, offering sustainable investing services for individuals, as well as sustainable research, education, and investing solutions for financial advisors. Over the past several years, Gitterman Wealth Management has also hosted several large sustainable investing conferences for financial advisors in New York City, with the 2019 and 2018 conferences taking place at the United Nations Headquarters.
Jeff Gitterman is a thought leader in the field of Sustainable,
Impact, and ESG (Environmental, Social, and Governance)
Investing. Gitterman Wealth Management’s
SMART (Sustainability Metrics Applied to Risk Tolerance)®
Investing Services offer solutions for individual
clients and other financial professionals in the
Sustainable, Impact, and ESG arenas.
Eli Rauch began his investment-banking career in 1982, working over the ensuing 18 years in Boston, Amsterdam, London and New York City. As a co-founding partner at Gitterman Wealth Management, Eli’s practice is focused on high net-worth individuals, small business owners, foundations and endowments. He is also a frequent speaker at colleges and universities throughout the Tri-State area.