The People Of Rebalance

By Mitch Tuchman on August 18, 2015 in Investment Advisors, .

Mitch Tuchman, Managing Director, explains why it takes a very special person to work at Rebalance. More on the Rebalance Investment Committee.

transcript

It takes a very special person to work at Rebalance. Of course everyone on our team is highly credentialed and has all the necessary license and backgrounds to provide investment advise and support, but even more important, we look for and we have found an amazing team of people who have great empathy. They have a lot of life experience.

They’ve lived through the kinds of things that our clients are living though. They understand the various decisions and emotional impacts those decisions have with respect to money for an individual and the family, and in effect, a lot of our advisers end up coaching clients and supporting them through this journey to fund their retirement.

Mitch Tuchman

Mitch’s career has spanned the technology and investing industries, overlapping in recent decades. A common thread throughout his career has been his mission to find solutions that will help consumers. In 2012, Mitch and his Harvard Business School colleague Scott Puritz collaborated to develop an innovative investment offering for consumers, completely unique from the commission-based broker model prevalent within the financial services industry. They founded Rebalance to help Americans plan for successful retirements: the firm offers “Ivy League” endowment-style investment advice, top-notch service, transparency, and some of the lowest fees in the industry. Mitch graduated from Boston University with a B.S. and earned his M.B.A. from Harvard Business School. He is a frequent guest on CNBC, PBS/Wealthtrack with Consuelo Mack, and CNN, and is regularly featured in major financial publications, including The New York Times and The Wall Street Journal.