Jess Skolnick

Background

About Jess Skolnick

I am a passionate and driven professional who strives to deliver optimal outcomes for clients and stakeholders. I have a strong background in asset allocation, portfolio analysis, and ESG/climate investing, and I am a CFA charterholder. As the Director of Investments at Gitterman Wealth Management, I managed the asset allocation for the firm's SMART suite of UMA and mutual fund ESG/Climate model portfolios, and I developed the macro outlook and deliverables to support business development efforts. I have demonstrated my ability to generate superior performance, enhance client relationships, and lead strategic initiatives. Asset allocation decisions during my tenure at Gitterman Asset Management resulted in outperformance in 75% of our strategies. I also managed the firm's transition from Factset to Bloomberg, allowing us to analyze our portfolios on a real-time basis and improve our reporting capabilities. Additionally, I have been actively involved in promoting our ESG/Climate investing approach through various channels, such as webinars, podcasts, and articles. I have also leveraged my skills in foreign exchange trading, investment management, and asset management to provide insightful and actionable advice to our clients and prospects.