Experience

Gitterman Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Manager

  • Sep 2016 - Present

• Associate Wealth Manager

  • Jul 2016 - Present

  With more than 25 years of wealth management and pension experience, the founders of Gitterman Wealth Management, LLC are proud to serve individuals in the academic community, business owners and high net worth clients throughout the United States. Our firm brings value to our clients by providing them with peace of mind as we guide them through the unique perspectives of their financial landscape. We specialize in providing comprehensive, customized financial management solutions advising on more than $1 billion in assets*.Investment advisory services are offered through Gitterman Wealth Management, LLC an independent investment advisory firm registered with the SEC (CRD 153062). Associated persons of Gitterman Wealth Management, LLC are licensed with and offer securities through Vanderbilt Securities, LLC, member FINRA/SIPC, registered with MSRB (CRD 5953). Gitterman Wealth Management, LLC and Vanderbilt Securities, LLC are separate and distinct federally regulated entities. For more information see www.adviserinfo.sec.gov.*Assets under advisement is defined as the firm's regulatory assets under management (which can be found on our current ADV Part 1 SEC filing and represents approximately half of our assets under advisement), plus assets on which the firm provides on-going consulting services (the New Jersey Alternate Benefit Program and brokerage accounts through Vanderbilt Securities). Gitterman Wealth Management became registered with the SEC as an Investment Advisory Firm April 2010. Show less



MetLife Premier Client Group of New Jersey

• Wall, NJ

• Financial Services Representative, Financial Advisor

  • Jan 2015 - Jun 2016



Creative Financial Group of New Jersey

• Registered Representative, New England Securities at Creative Financial Group of New Jersey

  • 2011 - 2014

  I assist clients in all aspects of their financial lives. Creative Financial Group offers comprehensive services, ranging from investments and mutual funds to disability, life, and health insurance products. There is no client too large or small for the firm. I assist clients in all aspects of their financial lives. Creative Financial Group offers comprehensive services, ranging from investments and mutual funds to disability, life, and health insurance products. There is no client too large or small for the firm.



Catholic Charities

• United States
• Mental Health Care
• 700 & Above Employee

• Life Skills Counselor

  • Sep 2008 - Apr 2011

  I assisted 16-21 year old DYFS youth in all aspects of life. After mapping out each week, I would help residents find jobs, get into colleges, navigate state-sponsored health care plans, and build a social network in their current community. I assisted 16-21 year old DYFS youth in all aspects of life. After mapping out each week, I would help residents find jobs, get into colleges, navigate state-sponsored health care plans, and build a social network in their current community.



GreyComm Studios

• United States
• Media Production
• 1 - 100 Employee

• Logistical Staff

  • Apr 2003 - Aug 2010

  During my time at Loyola College Event Services, I assisted in the planning, execution, and break down of various college-related events. I had the opportunity to work with many talented and kind individuals who worked together to accomplish our shared goals. I will never forget my time spent here and the people I worked with. During my time at Loyola College Event Services, I assisted in the planning, execution, and break down of various college-related events. I had the opportunity to work with many talented and kind individuals who worked together to accomplish our shared goals. I will never forget my time spent here and the people I worked with.