Theresa Gusman, FSA
Chief Investment Officer
With First Affirmative since: 2018
First Affirmative’s Chief Investment Officer, Theresa Gusman, is on a mission to make sustainable, responsible, and impact investing more customizable, transparent, and accessible to all investors. She is committed to seeking out the latest technologies to enable investors to achieve competitive financial returns and align their portfolios with their own personal values. Theresa strongly believes environmental, social, and governance (ESG) factors have a clear impact on investment performance and MUST be incorporated into investment decisions. Her commitment to incorporating ESG issues into investment decisions began early in her 35-plus year investment career. She understands the full investment process, from analyst and portfolio manager to asset and wealth management leadership roles, including Senior Portfolio Manager, Global Head of Proxy Voting, and Global Head of Equities for Deutsche Bank. Theresa joined First Affirmative to apply her knowledge to closing the gap between intention and action in sustainable, responsible, and impact investing. First Affirmative’s unique Values-Aligned Direct Index Solution (VADIS) is the manifestation of that goal. Our VADIS provides a unique, proprietary, accessible platform for client assessment – from both the financial and values perspectives – portfolio construction, and transparent impact and financial reporting.
Outside of First Affirmative, Theresa has shared her expertise on advisory boards and in the classroom, teaching MBA courses.