Speaker

Scott Puritz, MBA 1982

Managing Director, Investment Committee Member - Rebalance

When Scott Puritz first met Mitch Tuchman while attending Harvard Business School, there was an immediate connection. Entrepreneurial kindred spirits, their friendship continues to this day.

Scott is a nationally recognized retirement investing expert, with references in the New York Times, Wall Street Journal, NPR, Forbes, CBS, PBS and USA Today. He testified before the U.S. Senate on new rules designed to make retirement investing safer for all Americans.

Scott’s career endeavors have had a common thread: harnessing technology and entrepreneurship to deliver value where the need is great. He has successfully started and grown businesses that have helped millions of people.

At **Rebalance**, Scott has assembled infrastructure and service delivery methods that bring our clients sophisticated investment advice and the personalized treatment offered by exclusive wealth management firms, for a fraction of the cost.

Scott brings the same enthusiasm to his philanthropic work. As a long-time member of the Board of Directors of the North Carolina Outward Bound School, Scott sits on the Investment Committee, which oversees the School’s $15+ million endowment. In addition, he helped establish and grow a fruitful Outward Bound scholarship program for inner-city teens, giving them the opportunity to develop the skills necessary to succeed in life.

Scott received his B.A. in economics, with distinction, from Tufts University, and an M.B.A. from Harvard Business School. Scott is a registered Investment Representative and holds a Series 65 securities license. With his wife Susan of 35 years, he is an avid supporter of his two daughters’ forays into travel, sports, and music.

Moderator

Lauren Simpson

Senior Director of Growth Marketing - Rebalance

Lauren Simpson is passionate about the value of data in decisions and in engaging audiences. She captures and visualizes user behaviors to make data-driven decisions at every part of the customer journey.

Lauren began building her analytics career in product development at a marketing agency, spearheading product testing and market research for General Mills and other companies. From there, she worked in account management at Gartner, where she gained experience in the finance, technology, healthcare, and security industries.

As Senior Director of Growth Marketing at **Rebalance**, Lauren’s passion for personal finance intersects with her professional activities. She utilizes data analytics to improve the client experience and evolve our marketing strategy. She leads internal and external webinars and events and manages all digital communications. Lauren spearheads B2B and B2C campaigns and tracks all analytics for the firm. Her acumen in utilizing data to drive growth plays a pivotal role on the Growth Marketing Team.

Lauren graduated from Brigham Young University with a Bachelor of Science in Marketing, and she holds a Google Analytics certification. In her spare time, she and her husband are in the process of renovating a home in New Hampshire.

Of all her successes and accomplishments, Lauren is most excited about one goal she strives for every day: to retire early.