Drew Pratt

Drew Pratt is currently the VP of Investment Advice at Rebalance. Drew has over 25 years of experience in the financial industry, starting their career as an Equity Analyst at HP in 1989. Drew then moved to Fidelity Investments where they became a Senior Equity Trader. In 2003, they founded Fairlead Financial Advisors and served as its Principal until 2006. From there, they became a Portfolio Manager and Shareholder at Montgomery Asset Management LLC. In their current role at Rebalance, they lead relationships with high net worth individual and foundation clients.

Drew Pratt has a Master of Science in Finance from Boston College Carroll School of Management and a Bachelor of Business Administration in Finance and Economics from the Wisconsin School of Business. Drew is also certified by the CFA Institute as a Chartered Financial Analyst.

Drew Pratt reports to Mitch Tuchman, Managing Director. Chief Investment Officer. They are on a team with Sonja Breeding - VP, Investment Advice, CFP®, Scott Puritz - MD, Investment Committee Member, and Nicole Cervi-McKeever - Director of Retirement Services.