• 25+ years in the financial services industry and is the co-founder of Gitterman Wealth Management
  • Wrote the book Beyond Success: Redefining the Meaning of Prosperity, which was published in 2009
  • Noted as an “ESG expert” by Financial Advisor magazine and has also been featured in Money Magazine, Barron’s, Morningstar Magazine, and The Wall Street Journal


Jeff Gitterman is a financial services professional with more than 25 years of experience. He is a co-founder of Gitterman Wealth Management, an investment firm that caters to high net-worth clients, businesses, and people in the academic community. It advises on more than $1 billion in assets.

Jeff is also a co-founder and the CEO of Beyond Success Consulting. The firm helps clients combine holistic ideas with business and wealth management. Giiterman wrote the book Beyond Success: Redefining the Meaning of Prosperity. Published in 2009, the book helps readers find harmony between material and personal success. Because of his belief in and approach to sustainable and impactful investing, Jeff and his work have appeared in Money Magazine, CNN, The Wall Street Journal, and Morningstar Magazine.


Jeff graduated from Rider University with an BS in business administration and management.