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Debra K. Brede had a different idea in mind when she founded her investment management firm in 1989. A decade of industry experience had made her realize that the needs of individual clients weren't always best served by the typical Wall Street business model where a firm sells its products to meet its sales goals. At the firm that bears her name, the individual needs of each client would be the primary focus.

Today, the D.K. Brede Investment Management Company delivers investment management services to corporations, municipalities, retirement plan and charitable trusts, and high-net-worth individuals based on the principle that every recommendation made is dependent solely on a client's individual needs, as determined personally by Debra Brede herself.

Debra is now a frequent media commentator on investment-related topics and is recognizable to tens of thousands of CNBC and Fox Business news viewers around the world. She's also been featured in the Wall Street Journal, the New York Times, Businessweek, Financial Times, Reuters, and Bloomberg.

Learn about Debra's experience, professional credentials, and public service.

Recognition that reflects expertise
Debra's investment industry honors include:

    Top 20 High-End Investment Managers - Boston magazine, March 20061
    Top 100 Women Financial Advisors in the U.S. - Barron's, 2006, 2007, 2008, 2009, 20102, 2011
    Top 50 Independent Advisors in America - Registered Rep, 2007, 2008, and 20093
    Top 100 Independent Broker/Dealer Advisors - Registered Rep, 20103, 2011
    Ten Most Dependable Wealth Managers of the Northeast - Goldline Research, 2008 (as seen
    in Forbes)4
    Top 50 Advisors in Massachusetts - Boston Business Journal, 20085
    Top 1,000 Advisers in America - Barron's, 20096
    Top 50 Women in Wealth Management - Wealth Manager, 20097
    Outstanding Advisor Award - Registered Rep, 20108
    Boston FIVE STAR Wealth Manager - Quantitative Market Intelligence, 2010, 2011 (as seen in Boston magazine)9
    Best Wealth Managers in Boston - Newsweek Showcase (as seen in Newsweek), 201010
    Pennsylvania State University - Distinguished Alumni Award, 2009
Credentials that speak to expertise
Debra's industry designations include:
  • General Securities Registered Representative of Commonwealth Financial Network
  • Registered Securities Principal of Commonwealth Financial Network
  • Registered Options Principal of Commonwealth Financial Network
  • Registered Municipal Securities Principal of Commonwealth Financial Network
  • Qualified Pension Specialist
  • Accredited Investment Fiduciary®
Debra has also served on the Systems Advisory Board of the Boston Stock Exchange and was chairman of the District Economic Education Committee for the Security Industry Association.

She is a 2007 graduate of the prestigious Harvard Business School Owner/President Management Program.

A commitment to serve the community
Debra has always balanced her professional career with an active commitment to community service, on both a local and global scale. For each of the last four years, she traveled to Hyderabad, India, with her family to work alongside her husband, a practicing dentist, in delivering free care to 250 children at the Agape International Orphanage.

Debra is a trustee of Agape International, which was founded by a long-time D.K. Brede Investment Management staff member. Its mission is to provide, homes, food, and love to children of the Third World who've been orphaned by the AIDS crisis.Debra remains involved in a number of charities and social causes in the Boston area and is an active alumna of her alma mater, Pennsylvania State University. Her most recent community service commitment has included:
    Boston Rescue Mission, Board of Directors 2000-2007, Current Member: Advisory Council
      The Boston Rescue Mission has been aiding Boston's homeless since 1899

    Agape International, Board of Trustees
      Agape International provides care for children orphaned by the AIDS crisis in India

    Newton-Wellesley Hospital, Board of Overseers

    Newton-Wellesley Hospital, Institutional Review Board

1Net worth of clients includes investable assets, excluding primary residence. Team assets include custodied and noncustodied assets that the advisor and team advise. Where the advisor is a member of a team, he or she is ranked on individual assets or percentage of contribution of the team. Prepared for Boston magazine by R. J. Shook and Shookbook LLC. 2This ranking, compiled by Barron's, reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. Institutional assets are given less weighting. 3Advisors are ranked strictly by assets under management, though 60% of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, he or she must be the founder or leader of that team. 4This list is a service of Goldline Research. Goldline Research uses a rigorous proprietary research process to evaluate tens of thousands of service providers each year in numerous industries. Goldline Research is not affiliated with Forbes magazine. 5Rankings based on qualitative and quantitative criteria. Professionals must have at least seven years of financial experience and meet acceptable compliance, client retention, and customer satisfaction benchmarks. Advisors are also ranked on a variety of revenue and assets-under-management measurements. Other factors that add or detract from a candidate's score include interviews with senior management, peers, and customers. 6The rankings reflect assets under management, revenues, quality of the advisors' practices, and other factors. Total assets are all assets overseen by the advisor's team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. 7The list was selected by an advisory board of equally distinguished women, in cooperation with WealthManagerWeb.com, Investment Advisor, and Research. Members of the list were chosen for their integrity, longevity, knowledge, entrepreneurship, and encouragement of other women in the industry, among other factors. 8The list features advisors who excel in the business but, more importantly, who dedicate their time to philanthropic causes. 9Crescendo Business Systems surveyed high-net-worth residents and financial services industry professionals, asking them to evaluate wealth managers on customer service, integrity, communications, value for fee charged, and overall satsifaction. Wealth managers were also reviewed for instances of regulatory actions, civil judicial actions, and customer complaints. 
Assets under management are held through Commonwealth Financial Network. 10Candidates must be fully licensed and certified. Candidates with advanced levels of education and graduate degrees are preferred, though experience and other recognitions are considered. All candidates have received local media coverage in their community directly related to having achieved a level of excellence in their field.

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