Drew Pratt, CFA

As Vice President of Investment Advice, Drew spearheads Rebalance’s wealth management practice while advancing the firm’s Rebalance360 Product Suite, a full-service wealth management offering. Prior to joining Rebalance, Drew spent over a decade at Wetherby Asset Management. During his tenure, the firm’s assets under management grew from approximately $1.8 billion to $5 billion. With over 35 years of wealth and portfolio management, asset allocation strategy, trust and estate, and financial planning experience, Drew’s mission is to leverage his vast finance knowledge to help clients make confident and informed decisions.

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Artificial Intelligence and the Rise of the Machines (in Your Portfolio)

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The era of Artificial Intelligence is here, and boy are people freaking out. AI is the application of mathematics and software code to teach computers how to understand, synthesize, and generate knowledge in ways similar to how people do it. AI is a computer program like any other – it runs, takes input, processes, and… Continue reading →

 

A Foolproof, One-Move New Year’s Resolution Anyone Can Make

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Every January, a flood of people resolve to lose weight. Then they show up at a nearby gym for the first time ever. By February, everything settles down and the true gym rats are left to grunt in peace. That’s how it goes with resolutions. We break them at the slightest test of will. What… Continue reading →

 

Tenderly Help Your Aging Parents Manage Their Money

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During this time of year families spend ample time together. This occasion provides a great opportunity to help aging parents with their finances. New York Times columnist Alina Tugend explores how to navigate this tricky yet important financial conversation. How to (Gently) Help Your Aging Parents Manage Their Money by Alina Tugend When Reagan Alonso, a… Continue reading →