Gitterman Wealth Management, Llc
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 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.
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Verified contacts
9
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
71
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- JE
Jennifer Easley
Director of Operations · Operations
EmailPhone - IG
Ira Goldberg
Wealth Manager · Finance & Accounting
EmailPhone - TH
Ted Hoffman
Wealth Manager · Finance & Accounting
EmailPhone - AA
Andrew Appel
Communications and Media Liaison · Advertising & Marketing
EmailPhone - BR
Beth R. Valera
Client Service Associate · Customer/Client Service
EmailPhone - ER
Eli Rauch
Partner · General Business & Management
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Gitterman Wealth Management, Llc
7 distinct titles indexed · top 7 shown.
- 2client service associate
- 2wealth manager
- 1communications and media liaison
- 1customer service representative
- 1director of business development - smart investing services
- 1director of operations
- 1partner
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