Find an Advisor: Northeast Region

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Contact Information

Address:
5 Penn Plaza, 23rd Fl
New York, NY 10001

Email me

Website

Phone: 973-966-1966

Toll-Free: (888) 596-0353

Fax: (973) 878-4654

Gary Matthews, PhD, CPA/PFS, AIF®

Accredited Investment Fiduciary™

Your Money. Your Values

Professional Focus and Services

Gary specializes in socially responsible and sustainable investment strategies for socially and ecologically conscious people and organizations. He has 30+ years as a CPA and financial advisor providing personal, professional financial advice that will see you through good times and challenging times.

Gary works closely with First Affirmative to design customized socially responsible portfolios that are tailored to realize your and your organization's financial goals - education funding, retirement planning, estate preservation, endowment growth and preservation. Portfolios are tailored to match your personal values and socially motivated concerns - fair trade and fair compensation, equal and just labor policies for women and minority groups, clean air, alternative energy, water preservation, organic farming,animal protection, and spreading peace.

Professional Affiliations

  • Investment Advisory Representative, SRI Investing LLC
  • Professional Member, American Institute of Certified Public Accountants
  • Professional Member, New York State Society of CPAs
  • Custodial Affiliations: Charles Schwab & Co., Inc. and Foliofn Investments, Inc.
  • Member, USSIF - The Forum for Sustainable and Responsible Investment
  • Member, First Affirmative Financial Network, LLC
  • Member, Green America

Education and Experience

Gary began his career as a CPA, tax and financial advisor with Arthur Andersen & Co. in 1979, working with individuals, closely held companies, and not-for-profit organizations. He was promoted to manager in 1983 and remained with the firm as an experienced tax and financial consulting manager until 1987. He went on to become a Partner and Director of Taxes for a Regional CPA firm in Albany, New York, again working primarily with closely-held companies, partnerships, and individuals. His practice has specialized in socially responsible and sustainable investment strategies since 2000.

Gary received his PhD in social ethics from Union Theological Seminary in New York, and his MS in accounting from the State University of New York at Albany.

Community Involvement

Gary has been involved in a variety of socially responsible progressive community and religious activities. For a number of years, he was an adjunct professor at Drew University in New Jersey teaching courses in business and ecological ethics. He has served as the environmental and economic justice coordinator for the Greater New Jersey Board of Church & Society of the United Methodist Church, and as Treasurer and member of the vestry of the Church of the Redeemer in Morristown, New Jersey. Gary was also Treasurer and served on the executive committee of the board of directors of GreenFaith, a national interfaith coalition for the environment headquartered in New Jersey. Gary is currently serving on the Board of Trustees of New York Theological Seminary in New York, and is chair of its Investment Committee.

Personal Notes

Gary has a passion for the martial arts and is a black belt instructor in the traditional martial art of moo doe, Oom Yung Doe style. He and his wife, Lisa, live in Madison, New Jersey.

Disclaimer

Gary Matthews is the CEO and an Investment Advisory Representative of SRI Investing LLC, an independent Registered Investment Advisor registered in New Jersey and providing advisory services nationwide. Gary subscribes to a package of professional services offered by First Affirmative Financial Network, LLC and is not an investment advisor representative of First Affirmative.

First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).

The credential AIF® listed above bears trademarks.