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Rebalance manages nearly $1.5 billion in client retirement assets with our breakthrough business model for investing. In October 2023, the firm was named a Forbes Top 250 Advisors, was winner of the Schwab Pacesetter Impact Award, and was profiled on PBS Wealthrack. Our Investment Committee includes Princeton Economics Professor Burton Malkiel, (author "A Random Walk Down Wall Street"), Dr. Charles Ellis, former longtime chairman of the Yale University Endowment, Kristi Craig, Chief Investment Officer at the National Geographic Society and Jay Vivian, former Managing Director of IBM’s $100+ billion retirement investment funds. Rebalance has garnered national attention in the New York Times, the Wall Street Journal, NPR, Reuters, Forbes, USA Today, CNBC, Nightly Business Review, CBS, and the Washington Post.
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Managing DirectorRebalance Jan 2012 - PresentBethesda, Maryland, UsRebalance is a national wealth management investment firm helping investors fund their retirements by managing their savings with the proven methods of the top professional endowment and pension fund managers. We help our clients retire with more money by growing their savings in the fastest, safest way possible. Rebalance accomplishes this by reducing client fees, and combining low-cost, proprietary retirement portfolios with a dedicated investment expert for each client. -
Ceo And FounderMarketriders Dec 2008 - Dec 2015Palo Alto, Ca, UsLaunched, built and sold the first robo-investing platform in 2008 for “do-it-yourself” investors. -
ChairmanInuvo, Inc. May 2008 - Mar 2012Little Rock, Ar, UsExecuted the turnaround of a failed internet roll-up which included a complete overhaul of the board, hiring a CEO, creating a new strategy, raising capital, and ultimately merging with Vertro, our largest competitor. -
DirectorPhoenix Technologies Sep 2008 - Dec 2010Campbell, Ca, UsAs chair of the Nominating and Governance Committee I negotiated with activist hedge fund Starboard Value and helped to avoid an expensive proxy battle. Worked with the new board to sell the company to a private equity firm. -
DirectorWorkstream Nov 2005 - Aug 2010Maitland, Fl, UsChair of the Compensation Committee. -
DirectorKintera, Inc. May 2007 - Jul 2008UsFormed the Strategic Development Committee that drove sale of company to Blackbaud (BLKB). -
Hedge Fund Sub-AdvisorApex Capital, Llc Jan 2000 - Dec 2007Portfolio manager for a $250m small cap technology and special situation portfolio and a venture fund for Apex Capital LLC. Also advised a $200m microcap portfolio at Crestview Capital.
Mitch Tuchman Skills
Mitch Tuchman Education Details
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Harvard Business SchoolMba -
Questrom School Of Business, Boston UniversityBusiness Administration And Liberal Arts
Frequently Asked Questions about Mitch Tuchman
What company does Mitch Tuchman work for?
Mitch Tuchman works for Rebalance
What is Mitch Tuchman's role at the current company?
Mitch Tuchman's current role is Managing Director at Rebalance.
What is Mitch Tuchman's email address?
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What is Mitch Tuchman's direct phone number?
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What schools did Mitch Tuchman attend?
Mitch Tuchman attended Harvard Business School, Questrom School Of Business, Boston University.
What skills is Mitch Tuchman known for?
Mitch Tuchman has skills like Venture Capital, Investments, Portfolio Management, Strategy, Entrepreneurship, Private Equity, Investment Management, Wealth Management, Start Ups, Hedge Funds, Business Strategy, Finance.
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