Meet Dan Mavraides, Deputy Chief Investment Officer
Deeper expertise. Stronger leadership. The same commitment to your financial future.
In Conversation With
Vanguard Experts
Rebalance sat down with Vanguard investment leaders for a discussion series on markets, portfolio construction, fixed income, and long-term investing.
Recorded at Vanguard’s Media Center | Malvern, PAFeatured Vanguard Experts
Natalie Marvi-Romeo, CFA
Senior Portfolio Specialist,
International Equities
International Equities
Vanguard
Natalie specializes in international equity markets and portfolio implementation for advisors and institutional investors.
Liz Muirhead, CFA
Senior Portfolio Specialist,
Fixed Income
Fixed Income
Vanguard
Liz leads Vanguard’s U.S. fixed income strategy and partners with advisors on portfolio construction and positioning.
Michael DiJoseph, CFA
Senior Strategist,
Investment Advisory Research Center
Investment Advisory Research Center
Vanguard
Michael researches advisor effectiveness and investor behavior to help practitioners strengthen client outcomes.
Chris Tidmore, CFA
Senior Manager,
Investment Advisory Research Center
Investment Advisory Research Center
Vanguard
Chris focuses on market outlooks, portfolio strategy, and long-term investor outcomes.
The Complete Video Series
International Equities Outlook
Natalie Marvi-Romeo, CFA
Senior Portfolio Specialist, International Equities, Vanguard
A discussion on global equity markets, opportunities abroad, and what investors should watch next.
Fixed Income in Today’s Market
Liz Muirhead, CFA
Senior Portfolio Specialist, Fixed Income, Vanguard
Exploring interest rate outlooks, credit conditions, and positioning across the bond market.
Dan Mavraides exemplifies the analytical rigor, intellectual curiosity, and disciplined judgment that are hallmarks of both a Princeton graduate and a successful long-term investor,” said renowned Princeton Professor Emeritus Burton Malkiel. Professor Malkiel is a Rebalance founding Investment Committee member. “Dan comes from a long line of Princeton investing luminaries, including my great friend, Vanguard founder Jack Bogle. Dan follows the same principles of patience, discipline, and low-cost investing.
– Professor Burton G. Malkiel, Rebalance Investment Committee Member
Dan & Mitch’s Philosophy
Dan’s promotion deepens the investment leadership at Rebalance in a meaningful way. Working alongside Chief Investment Officer Mitch Tuchman, Dan brings an additional layer of rigorous oversight and strategic thinking to the management of client portfolios. Together, they share a long-term investment philosophy built on discipline, diversification, and low costs — and a mutual commitment to the fiduciary standard that has always defined this firm.
That partnership is a direct benefit to clients. Two experienced investment minds, aligned on strategy and focused on the same goal: your long-term financial health. The investment process you rely on today remains unchanged. What has changed is the depth behind it, with more expertise, more perspective, and a team built to serve you well into the future.
Dan Featured in Money in Focus Magazine
In a feature interview with Money in Focus, Dan shares the investment philosophy at the heart of Rebalance. Long-term financial success is driven less by stock market forecasts and the latest technology than by investor behavior. Drawing on decades of evidence and real client experiences through some of the stock market’s most turbulent periods, Dan explains why discipline matters more than prediction. He makes the case for patience over activity and preparation over reaction. It is a candid, in-depth conversation about how Rebalance thinks about risk, portfolio construction, and what it actually takes to build lasting wealth.
Read Article
Dan Mavraides brings discipline, clarity, and a client-first approach to every conversation.
Dan Presents at Princeton University
In April, Dan spoke to Princeton University Alumni on how to avoid costly mistakes when hiring a financial advisor. In this webinar with Dan Mavraides, he touched on important topics like developing a baseline financial plan, harnessing the power of compounding, key questions to ask a financial advisor to ensure that they are acting in your best interest, and the potentially corrosive impact of hidden fees.
Get the Webinar
Dan Mavraides at LA Angels Stadium to talk Sports and Finance
Rebalance’s Dan Mavraides talks sports, retirement, and NIL with Dr. Beyer on his Doctor in the Dugout podcast which aired on the Los Angeles Angels’ AM830 radio station.
Listen Now
