Investment and Financial Services
About
The Investment and Financial Services team at Rebalance is responsible for creating and managing innovative investment strategies that align with clients' financial goals. This team, composed of experienced financial advisors and investment committee members, evaluates investment options, provides tailored financial advice, and ensures that clients receive a superior and personalized investment experience. Their expertise enables Rebalance to deliver customized solutions that stand out in the market.
Team members
Burt Malkiel
Investment Committee Member
Charley Ellis
Investment Committee Member
Christie Whitney
VP, Investment Advice, CFP®
Greg Brown
Senior Financial Consultant
Jay Vivian
Investment Committee Member
Kristi Craig
Investment Committee Member
Matt Jude
Financial Advisor
Scott Puritz
MD, Investment Committee Membe...
Sonja Breeding
VP, Investment Advice, CFP®
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