The Perigon ESG Roundtable

An advisor-led working group sharing knowledge and expertise on building ESG into your firm offerings

Accelerate your professional development and make ESG part of your client conversation.

Learn from experienced advisor peers and other industry experts in a uniquely productive setting.

Participation is limited to facilitate impactful interactions.

Next Roundtable Event – November 15, 2022

4:00 PM EST (60 minutes)

An expert discussion featuring:

Karina Funk | Brown Advisory
Jeff Gitterman | Gitterman Asset Management
Hosted by Bud Sturmak | Perigon

We will discuss:


Recent attacks on ESG


What criticisms may be valid versus those that are not true


How to respond to client questions / best practices

Karina Funk

Karina Funk, CFA

Portfolio Manager; Chair of Sustainable Investing
Brown Advisory

Meet Karina…

Jeff Gitterman

Jeff Gitterman

Gitterman Wealth Management, LLC

Meet Jeff…

Bud Sturmak

Bud Sturmak

Partner and Co-CIO
Perigon Wealth Management

Meet Bud…

ESG has become a “must have” offering for advisors

The Perigon ESG Roundtable hosts expert panels and interactive discussions with advisor members on topics that will help you evolve your approach to ESG investing. Guest speakers are leading voices on ESG/sustainable investing, corporate sustainability and climate change.