Theresa Gusman is a control person of First Affirmative Financial Network and directly owns under 5% of it.
First Affirmative Financial Network is an investment adviser based in Colorado Springs, CO, registered with the SEC since 1999. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $905 million, as filed on 22 May 2026. Its fees, ownership and offices are on the firm’s profile.
Theresa Gusman is Chief Investment Officer of First Affirmative Financial Network. She has a 35-plus year investment career, with roles including analyst, portfolio manager, Senior Portfolio Manager, Global Head of Proxy Voting and Global Head of Equities for Deutsche Bank. She joined First Affirmative in 2018, and has also served on advisory boards and taught MBA courses.
- CRD
- 1237508
- Firm
- First Affirmative Financial Network · CRD 109036
- Role
- Chief Investment Officer
- In role since
- September 2020 · 6 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Colorado Springs, CO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- firstaffirmative.com
Where does Theresa Gusman work?
Theresa Gusman has been Chief Investment Officer of First Affirmative Financial Network LLC since September 2020, and is a control person of the firm.
How can I verify Theresa Gusman’s record?
Theresa Gusman’s role is listed on First Affirmative Financial Network LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 109036.