Who We Are

Great advisors,
good people.

At Rebalance, the people you see on our website, or on CNN, or the New York Times, or perhaps presenting expert testimony to the U.S. Senate, are the same people who pick up the phone when you call. And we’re the same people who help guide you through all of life’s important decisions. That’s because while our service is financial, our approach is personal.

Get to know a little about us

Watch Scott Puritz fight for your investment rights here in Congress

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Mitch Tuchman

Managing Director. Chief Investment Officer

Scott Puritz

Managing Director, Investment Committee Member

Sally Brandon

Senior Vice President Client Service & Advice

Christie Whitney CFP®

Vice President, Investment Advice, CFP®

Mitch and Scott:
Two Managing Directors, One Big Idea.

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Kathleen Kalu-Anderson

Vice President, Investment Advice

Greg Brown

Senior Financial Consultant

Meet Kathleen Kalu-Anderson

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Joe Daly

Senior Financial Consultant

Alison Cornwell

Senior Financial Consultant

Laura Long

Director of Client Satisfaction

Shannon Giordano

Vice President, Marketing

Meet Sally, Vice President of Client Services at Rebalance

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Reconsidering Retirement

Two Harvard Alums on a Mission to Help Clients Invest Smarter

Frances Martinez

CLIENT SERVICE ASSOCIATE

Burt Malkiel

Investment Committee Member

Rebalance: 2018’s Most Innovative Wealth Firm

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Charley Ellis

Investment Committee Member

Jay Vivian

Investment Committee Member

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