From negative cash flow to $1B AUA fund through social impact mindset
Tue, Aug 15, 2023, 06:00 PM - 07:30 PM (EDT)
To be shared on approval (New York)
20 attendees
Jeff Gitterman is a founder of Gitterman Wealth Management, an investment firm that caters to high net-worth clients, businesses, and people in the academic community. It advises on more than $1 billion in assets.
Jeff is also a co-founder and the CEO of Beyond Success Consulting. The firm helps clients combine holistic ideas with business and wealth management. Jeff wrote the book Beyond Success: Redefining the Meaning of Prosperity. Published in 2009, the book helps readers find harmony between material and personal success.
During the panel discussion, our main focus will be on exploring the relationship between passion and monetization. Join us as we uncover the secrets to achieving financial success while staying true to what ignites our hearts and souls.
Drinks and snacks will be provided.
Tickets are $15. You can pay at the door.
From negative cash flow to $1B AUA fund through social impact mindset
Host
Tue, Aug 15, 2023, 06:00 PM - 07:30 PM (EDT)
To be shared on approval (New York)
20 attendees
Jeff is also a co-founder and the CEO of Beyond Success Consulting. The firm helps clients combine holistic ideas with business and wealth management. Jeff wrote the book Beyond Success: Redefining the Meaning of Prosperity. Published in 2009, the book helps readers find harmony between material and personal success.
During the panel discussion, our main focus will be on exploring the relationship between passion and monetization. Join us as we uncover the secrets to achieving financial success while staying true to what ignites our hearts and souls.
Drinks and snacks will be provided.
Tickets are $15. You can pay at the door.