Palo Alto, CA – March 6, 2018 – Rebalance, a leading investment management firm, has announced the promotion of Sally Brandon to the position of Senior Vice President, Client Service & Advice. Brandon, who has long been an integral part of the firm’s client relationships, will now also manage a growing team of financial advisors, while continuing to provide top-level input as a member of the Rebalance leadership team.

“Sally brings a dynamic business mind, off-the-charts efficiency, and deep knowledge of personal finance and investing to this position,” said Rebalance Managing Director Scott Puritz. “Her upbeat personality and passionate commitment to client satisfaction and financial success make her the perfect executive to lead our client-facing teams. She sets the tone for our firm’s client-centric culture, which helps people achieve peace of mind and financial security.”

“I love the work that I do with Rebalance, guiding people toward financial security throughout the many stages of their lives,” Brandon said. “And I’m especially proud to work at a firm that surpasses the industry norm for female representation—roughly three quarters of our team are women. A Morningstar analysis shows that in recent years, only 2 percent of the more than $12 trillion universe of U.S. open-end mutual fund assets are managed exclusively by women, and just 2.5 percent of funds have a female sole manager.”

Ms. Brandon holds a B.A. from the University of California at Los Angeles and an M.B.A. from the University of Southern California. In addition to her many professional accomplishments, as a wife and mother, she brings an intuitive understanding of the personal side of retirement saving.

Brandon began her retirement investment career at MarketRiders, where she supported many of the company’s retirement-investor clients, who collectively have more than 10,000 portfolios and $4 billion on the platform. She is a registered Investment Representative and holds a Series 65 securities license.

About Rebalance 

Rebalance is a pro-consumer retirement investment firm that offers lower costs, endowment-quality globally-diversified investment portfolios, and systematic rebalancing. This investment approach is combined with a team of sophisticated and highly credentialed finance professionals who provide advice that is unbiased and focuses on the client’s long-term retirement investment goals. Rebalance is headquartered in Palo Alto, CA and Bethesda, MD, and currently manages over $549 million in client assets. For more information, please visit www.rebalance-ira.com.

Contact: 

Angela Drinkwater
(631) 813-9145
[email protected]