Theresa Gusman

Chief Investment Officer at First Affirmative Financial Network
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
Skills

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Credentials

  • FSA Credential
    SASB – Sustainability Accounting Standards Board
    Dec, 2016
    - Nov, 2024
  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 7
    Financial Industry Regulatory Authority (FINRA)

Experience

  • First Affirmative Financial Network
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Investment Officer
      • Apr 2018 - Present

      Responsible for developing and maintaining the firm's investment, philosophy and strategies. As Chair of the Investment Committee, coordinates implementation of the investment philosophy and strategy with other stakeholders by designing and executing investment protocols, policies, reviews and reporting. First Affirmative is a pioneer in sustainable, responsible, and impact investing. We've been a leading provider of Sustainable Investment Solutions to financial advisors and their socially conscious clients for 30 years. By combining our passion with Foliofn's technological capabilities, we are able to offer a broad array of outcome-oriented solutions across asset classes. Let us know how we can help you and your clients achieve their financial and impact objectives. Show less

  • Isenberg School of Management, UMass Amherst
    • United States
    • Higher Education
    • 200 - 300 Employee
    • Adjunct Instructor
      • Jun 2017 - Present

      Educate the next generation of leaders (MBAs/online) on the importance of incorporating environmental, social, and governance factors into decision-making processes to drive investment and corporate performance. Educate the next generation of leaders (MBAs/online) on the importance of incorporating environmental, social, and governance factors into decision-making processes to drive investment and corporate performance.

  • ENDURANCE LLC
    • Greater New York City Area, Miami-Fort Lauderdale Area
    • Managing Partner
      • Aug 2016 - Apr 2018

      At ENDURANCE LLC, we (1) worked with asset and wealth managers to identify ESG, sustainable, and mission-focused investment opportunities across asset classes, (2) accelerated the design, implementation, institutionalization, and monetization of sustainable, responsible, and impact strategies to drive investment performance, asset gathering, and compliance, and (3) educated students, investors, advisors, and directors on sustainable, responsible, and impact investing. At ENDURANCE LLC, we (1) worked with asset and wealth managers to identify ESG, sustainable, and mission-focused investment opportunities across asset classes, (2) accelerated the design, implementation, institutionalization, and monetization of sustainable, responsible, and impact strategies to drive investment performance, asset gathering, and compliance, and (3) educated students, investors, advisors, and directors on sustainable, responsible, and impact investing.

  • Deutsche Bank
    • Germany
    • Financial Services
    • 700 & Above Employee
    • Managing Director
      • Apr 1995 - May 2016

      Deutsche Asset & Wealth Management: Managing Director o Chief Knowledge Officer, Global Executive Committee Member o Global Head of Commodities, Global Executive Committee Member o Global Head of Equities, Global Executive Committee Member o Head of US Equity Research o Lead Portfolio Manager, Business Head – Commodities, US Growth & Income, International Equities, Pacific Basin Equities o Equity Research Analyst – Hong Kong, China, Taiwan, Indonesia Head of Global Proxy Voting Group, 1999-2016 Show less

  • Arnhold and S. Bleichroeder
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • 1992 - 1995

      Equity Research Analyst – Emerging Markets Equity Research Analyst – Emerging Markets

  • Salomon Brothers
    • Greater New York City Area
    • Vice President
      • 1983 - 1992

      o Vice President, II-Ranked Equity Research Analyst – Multi-Industry Companies o Research Assistant – Capital Goods o Vice President, II-Ranked Equity Research Analyst – Multi-Industry Companies o Research Assistant – Capital Goods

Education

  • Stony Brook University
    Bachelor of Arts (BA), Economics

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