Penelope Jackson

About Penelope Jackson

Penelope Jackson is a seasoned financial services professional with over two decades of experience in business development, retirement planning, and sustainability consulting. She is the Business Development Director for SMART Investing Services at Gitterman Wealth Management, a firm that advises on more than $1 billion in assets and specializes in ESG (Environmental, Social, and Governance) investing. Penelope is passionate about helping investors and financial professionals align their values with their portfolios and contribute to the United Nations\' Sustainable Development Goals (SDGs). She leverages her deep knowledge of sustainability and direct shareholder advocacy to offer best-in-class practice management and investment opportunities in the ESG arena. She is also an active member of the Seattle Impact Investing Community, a mentor for the Beecken Center of the School of Theology at Sewanee, and a supporter of the University of Washington Entrepreneurship program.

Experience

1. Director of Business Development - Smart Investing Services

   Gitterman Wealth Management, Llc

   Sep 2018 — Present · New York, NY, US

   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.

Education

• Sewanee-The University of the South

  Education for Ministry Graduate

• Stephen F. Austin State University

  Bachelor of Business Administration (BBA)