Scott Puritz
Investment Committee Member | Financial Advisor | Retirement Planner at Rebalance | Washington DC-Baltimore Area
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Scott Puritz is a dedicated Investment Committee Member, Financial Advisor, and Retirement Planner at Rebalance, where he is on a mission to democratize access to high-quality investment advice for everyday Americans. With a keen understanding of the disparities in wealth management, Scott is committed to transforming how regular individuals save and invest for retirement. He believes that the wealthiest 1% often benefit from lower fees and superior expertise, while hardworking Americans face higher costs and subpar advice. This disparity drives his passion for creating a more equitable financial landscape.
In his current role, Scott is instrumental in assembling the infrastructure and service delivery methods that enable Rebalance to provide sophisticated investment strategies typically reserved for exclusive wealth management firms, but at a fraction of the cost. By partnering closely with Mitch Tuchman, Scott plays a pivotal role in the day-to-day operational management and leadership of the firm. His expertise in portfolio management, structured finance, and alternative investments allows him to craft tailored investment solutions that align with the unique needs of each client.
Scott's extensive background in investment banking and due diligence equips him to navigate complex financial landscapes, ensuring that clients receive the highest level of service and support. He is particularly adept at identifying innovative investment opportunities and developing strategies that optimize returns while minimizing risk. Through his work at Rebalance, Scott is not only enhancing the financial literacy of his clients but also empowering them to take control of their financial futures, ultimately fostering a culture of informed investing and retirement planning that benefits all Americans.
Investment Committee Member | Financial Advisor | Retirement Planner at Rebalance in January 2009 to Present
Managing Director | Financial Advisor | Retirement Planner at Rebalance in January 2009 to Present
See more
See less
Investments
Wealth Management
Portfolio Management
Asset Management
Private Equity
Finance
Entrepreneurship
Start-ups
Strategic Planning
Business Strategy
Venture Capital
Mergers & Acquisitions
Asset Managment
Equities
Valuation
Emerging Markets
Corporate Finance
Financial Services
Acquisitions
Mergers
Due Diligence
Financial Modeling
Structured Finance
Investor Relations
Capital Markets
M&A experience
Mezzanine
Hedge Funds
Alternative Investments
Executive Management
Corporate Development
Private Placements
Investment Strategies
Investment Banking
Financial Structuring
Financial Analysis
Corporate Governance
Financial Advisory
LBO
Securities
Asset Allocation
Series 7
Investment Management
Restructuring
Fixed Income
Project Finance
Joint Ventures
Financial Planning
See more
See less
Discover more about RebalanceWhat is Scott Puritz email address?
Email Scott Puritz at [email protected] and [email protected]. This email is the most updated Scott Puritz email found in 2026.
What is Scott Puritz phone number?
Scott Puritz phone number is +16509067248 and +19544622210.
How to contact Scott Puritz?
To contact Scott Puritz send an email to [email protected] or [email protected]. If you want to call Scott Puritz try calling on +16509067248 and +19544622210. (updated on September 13, 2024)
What company does Scott Puritz work for?
Scott Puritz works for Rebalance
What is Scott Puritz's role at Rebalance ?
Scott Puritz is Investment Committee Member | Financial Advisor | Retirement Planner
What industry does Scott Puritz work in?
Scott Puritz works in the Financial Services industry.
Scott Puritz Email Addresses
Scott Puritz Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Scott Puritz
Recreation Director at Forest County Potawatomi
Deputy Director at Fashion Institute of Technology
Independent Business Owner at Original Limu
Business Owner at Flash Hammer Creative Studio LLC
Sales & Marketing Manager at Nxt-Data Inc.
Media and Communication at State of Utah
Jewlery at Hearts by Design
Information Systems Security Manager at Chief of Naval Air Training (CNATRA)
Systems Analyst at Information Management Consultants
Sr Site Manager at Kelly Services & Clinical at Kelly Science, Engineering, Technology & Telecom
Owner at A Nutrition Revolution
Predictive Maintenance Engineer at American Airlines
MASTERGYSGT at USMC
Owner/Doctor at Bee Extraordinary!!! Chiropractic Wellness Solutions
Treasurer at Kentucky Restaurant Association, Louisville Chapter
Educator at Laguna Ocean Foundation
Chief Of Staff at New Orleans Pelicans
Owner & Creative Lead at KT Elements
Biostatistician at Siemens Healthineers
Full time mom at Hands on Mommy and loving it!
Sr. Director, Sales at Inovalon
Educator at Klein ISD
Show more
Show less