Jeff Gitterman, CEO of Gitterman Asset Management joined Julie Cooling, Founder and CEO of RIA Channel to discuss how advisors can access targeted ESG exposure through a unified managed account (UMA). Advisors have more choices than ever when it comes to investment structure. Mutual funds, ETFs…
#jeffgitterman #juliecooling #riachannel #esg #siliconvalleybank #florida #uma #fidelity #natixis #sma
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