Mitch Tuchman Email & Phone Number

Bethesda, Maryland, Us

Rebalance 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.

Palo Alto, Ca, Us

Launched, built and sold the first robo-investing platform in 2008 for “do-it-yourself” investors.

Little Rock, Ar, Us

Executed 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.

Campbell, Ca, Us

As 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.

Maitland, Fl, Us

Chair of the Compensation Committee.

Us

Formed the Strategic Development Committee that drove sale of company to Blackbaud (BLKB).

Portfolio 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.

Mba

Bsba, Business Administration And Liberal Arts