CHIEF INVESTMENT OFFICER
Mitch Tuchman’s experience pioneering America’s first online investment advisory service helped him define and codify the investment needs of working Americans. But it has been his experiences as a husband and a father that have helped him truly understand those lessons. Rebalance is grounded in this understanding.
Mitch was an early adopter of retirement investment principles spearheaded by financial thought-leaders Burt Malkiel, John Bogle, and Charley Ellis. Seeing a need for low-cost, accessible retirement investment management, Mitch built a service for do-it-yourself investors to manage their own retirement portfolios. Modeled after strategies used by elite university endowments, pension funds, and foundations, that firm today helps individual investors manage more than 10,000 portfolios valued at over $4 billion. Those investors have saved over $40 million in yearly investment fees and have enjoyed less risk in the process, a testament to Mitch’s desire to help working Americans retire with more, which he brings to Rebalance.
Mitch has 25 years of experience in venture capital, public finance, and technology. He was a sub-advisor to Apex Capital, LLC, on its $200 million technology and special situations portfolio and managed its venture capital fund. Tuchman was awarded a B.S. from Boston University and an M.B.A. from the Harvard Business School. He is a registered Investment Representative and holds a Series 65 securities license.
A frequent guest on CNBC, CNN, and Fox Business News, Mitch is regularly featured in major financial publications, including The New York Times, Barron’s, and Forbes Magazine. He also is a regular columnist for The Wall Street Journal’s investment website, MarketWatch.com.
Despite his experiences and accomplishments, Mitch is firmly grounded in what is truly important. Daren, his wife of 17 years, and their three children keep him happy and busy, while his oldest son’s severe disability keeps him humble and thinking years beyond his own retirement horizon. They all keep him motivated in his tireless drive to help everyday Americans live well and retire with more.