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

Rebalance: Awarded Most Innovative Wealth Firm by Schwab

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Sonja Breeding, CFP®

Vice President, Investment Advice

Jill Carothers, CFP®

Vice President, Wealth Management

Dan Mavraides

VICE PRESIDENT, INVESTMENT ADVICE

Meet Sally, Vice President of Client Services at Rebalance

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Matt Jude, CFP®, ECA

Financial Advisor

David Ranney

Vice President of Sales

Lauren Simpson

Senior Director of Growth Marketing

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

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About Rebalance

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Kameron Javier

CLIENT SERVICE ASSOCIATE

Svetlana Kot

Vice President of Finance and Operations

Katherine Cotter

Chief Strategic Communications and Business Development Director

Greg Brown

Senior Financial Consultant

Aryion Petrelle

Creative Director

Burt Malkiel

Investment Committee Member

Charley Ellis

Investment Committee Member

Jay Vivian

Investment Committee Member

Kristi Craig

Investment Committee Member