When looking to secure your retirement, provide for your family, or preserve your legacy, you want 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.
Our wealth management business was founded by Jeff Gitterman and Eli Rauch in 2010 to provide services to the higher education marketplace and high-net-worth individuals. We have since expanded our client base to support a wider range of individual clients and other financial professionals.
We are an independent, SEC-registered advisory firm recognized as a sustainable investing leader. Our commitment to continuous learning and deep industry relationships allow us to provide our clients with cutting-edge solutions. Our investment process prioritizes asset managers with sophisticated ESG integration approaches and/or thematic philosophies. We favor intentional managers, for example those engaging in active ownership through company engagement, proxy voting and other practices.
Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, LLC, and a thought leader in sustainable investing. He is the creator of our SMART (Sustainability Metrics Applied to Risk Tolerance) Investing Solutions, which are available to individuals and other financial professionals. Full Biography
Eli Rauch began his investment-banking career in 1982, working over the next 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. Full Biography
