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With Aryuna Merdygeeva (Partner, Light Dao), Jeff Gitterman (Partner, Gitterman Wealth Mgmt).
Tue, Feb 13, 2024 @ 07:00 PM   FREE   Venue, To Be Announced

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Join Light Dao & conscious founders & investors for an evening filled with connection, deep conversations, & a fireside chat with Jeff Gitterman, Partner & CEO at Gitterman Wealth Management & Aryuna Merdygeeva, Partner & NY Chapter Lead of Light Dao.nLight Dao is a fast-growing trusted global community of over 500 builders, creators, connectors, & investors with curated in-person & online gatherings & experiences in LA, NYC, SF, Dubai, Taipei, & we're in discussions to expand to Vegas, Puerto Rico, Bali, Lisbon, & beyond in 2024. Our heartfelt mission is to expand the collective consciousness & co-create a thriving future for humanity.nSpecial guest: Jeff GittermannJeff Gitterman has over 30 years of experience as a financial advisor, with a primary focus on high-net-worth individuals & higher education professionals.nJeff began realigning Gitterman Wealth Management towards ESG & sustainable investing in 2015, after launching the firms SMART Investing Solutions. In 2020, the firm expanded to provide thought leadership & practice management offerings to the financial advisory & institutional markets through Gitterman Asset Management (more than $1 billion in assets*).nThe firm has also hosted many ESG & climate-focused events for financial advisors, including several conferences at the United Nations Headquarters, the ESG Practice Playbook series of webinars in partnership with RIA Channel, & most recently, the Climate & Capital Conference at the New York Stock Exchange.nJeff is the author of Beyond Success: Redefining the Meaning of Prosperity, & an Associate Producer of the feature documentary film Planetary. He also serves on the Board of Directors for the Child Health Institute of New Jersey at Rutgers Robert Wood Johnson Medical School & dedicates much of his free time to raising funds & awareness for the autism community.nFor more information, please visit www.GittermanWealth.comnAGENDA:n7:00-7:30pm - Welcome & snacks servedn7:30-8:00pm - Connection Experiencen8:00-8:30pm - Fireside chat with Jeff Gitterman & Aryuna Merdygeevan8:30-9:30pm - Hang out & Wrap-upnVENUE DETAILS: The gathering is at a penthouse in Soho, Manhattan. The exact address will be sent to confirmed guests.nGUIDELINES: This is an invite-only exclusive gathering, so please RSVP. Please note that this invitation is not a guarantee for entry & we invite you to thoroughly answer the approval questions. Friends or +1s must RSVP individually. Unapproved show-ups will not be granted entry.nJOIN US: We are excited to welcome you to our global community!*Assets under advisement (AUA) is defined as the firm's regulatory assets under management (which can be found on our current ADV Part 1 SEC filing & 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 & brokerage accounts through Vanderbilt Securities). Gitterman Wealth Management became registered with the SEC as an Investment Advisory Firm April 2010.
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