Our Founder

Debra-Brede2
 

 

Debra K. Brede, Founder

[email protected]

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After working for several years for firms that operated under a typical Wall Street business model, Debra K. Brede realized that the needs of her clients weren't always best served by a firm that sells its products to meet its sales goals. Debra had a different idea in mind when she founded her investment management firm about 30 years ago. At the firm that bears her name, the individual needs of each client have always been the primary focus.

Today, D.K. Brede Investment Management Company delivers investment management services to high-net-worth individuals (including clients who have recently sold their businesses and retired from their careers), corporations, retirement plans, charitable trusts, and municipalities. Every recommendation made depends solely on a client's individual needs, as determined personally by Debra 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, Bloomberg, Forbes, and Kiplinger's Personal Finance.

Listen to Debra’s interview with Kathleen Hays and Pimm Fox of Bloomberg Radio* as she discusses going independent, helping her clients prepare for their future, and the charitable work she’s done with Agape International.

Recognition that reflects expertise

Debra has been recognized annually as a top financial advisor by prestigious publications. She is also a frequent guest on CNBC and NBC Nightly News—watch one of her appearances.

Debra's industry credentials and 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.

Barron's

Top 100 Woman Financial
Advisors in U.S.

2006, 2007, 2008, 2009, 2010, 2011, 2012,
2013, 2014, 2015, 2016, 2017, 2018, 2019

Forbes

America's Top
Wealth Advisors

2016, 2017, 2018

Financial Times

FT 400 Top Financial Advisors
2013, 2015, 2016, 2018

Forbes

Best-In-State
Wealth Advisors
2018, 2019

Financial Times

FT 100 Women Financial Advisors
2014

Barron's

Top 1,200 Advisors
in America
2017

Forbes

Top Women
Wealth Advisors

2017, 2018, 2019

Barron's

Top 100 Women Advisors in the U.S. and All-Star Women Advisors 
2015

 Boston Business Journal

Top 50 Advisors in
Massachusetts
2008

Five Star Professional

Quantitative Market
Intelligence
2012, 2013, 2014, 2015,
2016, 2017

 Important Awards Disclosures

Barron’s Top 100 Women Financial Advisors bases its ratings on a proprietary analysis of the following qualitative and quantitative criteria: a minimum of 7 years of financial services experience, acceptable compliance record, client retention, assets under management (AUM), revenues generated, and the quality of the advisor’s practice. A portion of the ranking considers a sampling of a financial advisor’s clients. Please note that this is not representative of any one client’s experience. Barron’s does not provide a count of eligible nominees for the award, citing its data as proprietary. Investment performance is not a criterion. Women advisors who ranked in Barron’s Top 100 Women Financial Advisors list for 10 straight years (2006–2015) were recognized and featured as Barron’s All-Star Women Advisors. 16 advisors were recognized. For Barron's Top 1,200 Advisors list, Barron's used data provided by some of the nation’s most productive advisors. Barron’s takes a number of criteria into account for this ranking, including AUM; revenues generated by advisors for their firms; quality of practices, which includes an examination of regulatory records; and philanthropic work. Overall, 3,000 qualified advisors were considered and 1,200 (40% of candidates) were recognized. The list includes both Registered Investment Advisers and Investment Adviser Representatives; some states may include more advisors than others, in proportion to state populations. The ranking of Forbes’ Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative criteria, including a minimum of 7 years of experience, a minimum of $1 million in production, and factors such as revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person due diligence interviews). Shook Research also attempts to measure best practices, which include business models, activities, processes, and structure. Overall, 7,826 qualified advisors were considered and 250 (3.2% of candidates) were recognized. Portfolio performance was not a criterion. The Forbes’ Top Wealth Advisors list uses similar criteria. In 2018, 9,596 advisors were invited to complete a survey, of which 250 were recognized (just over 2.6%). Forbes Best-In-State uses a similar due diligence methodology as the preceding Forbes recognitions, along with the following criteria: candidates were evaluated on a minimum of 7 years' industry experience, review of compliance records, firm nominations, and quantitative criteria (including AUM and revenue generated). Winners were organized and ranked by state. Overall, 30,000 advisors were considered and 3,500 (11.6% of candidates) were recognized. For the FT 400 Financial Advisors list, Financial Times evaluated nominees on 6 primary areas and calculated a numeric score for each advisor. The areas of consideration were AUM, asset growth, compliance record, experience, credentials, and accessibility. In 2018, approximately 880 qualified applications were received; 400 advisors were selected, representing 45.4% of applicants. The 2014 FT 100 Women Advisors list uses similar criteria as the FT 400; 415 qualified applications were received, of which 24% were recognized. For the full methodologies, please visit www.ft.com. The Five Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. In 2017, 2,467 Boston wealth managers were considered for the award; 622 (25% of candidates) were named Five Star Wealth Managers. For more information, please visit www.fivestarprofessional.com. The 2008 Boston Business Journal Massachusetts Top 50 list is based on qualitative and quantitative criteria, including a minimum of 7 years of experience, AUM, industry experience, acceptable compliance record, and customer satisfaction benchmarks like client retention. Shook Research may have also interviewed senior management, peers, and customers. It’s important to note that this rating is not representative of any one client’s experience and is not indicative of the advisor’s future performance. Shook Research did not publish or make available a count of eligible nominees for this award. Investment performance was not a criterion.

These recognitions are not indicative of an advisor’s future performance. Your experience may vary. Before working with any financial advisor, please be sure to conduct your own research to ensure that the relationship is right for you. The criteria provided reflect the most recent year for which the advisor was recognized. The criteria used, the number of advisors considered, and the percentage awarded may vary from year to year.

A commitment to serve the community

Debra is involved in a number of charities and social causes in the Boston area and globally. She was one of three finalists for the Invest in Others Global Community Impact Award from InvestmentNews. She also had the honor of giving the commencement speech at her alma mater, Pennsylvania State University, and received the Distinguished Alumni Award. Her most recent community service commitments have included:

Boston-Rescue-Mission
 
Executive Board of Directors
Newton-Wellesly Hostpital
 
Board of Trustees and Finance Committee
Partners-Health-Care
 
Institutional Review Board/Human
Research Committee
agape-hands
 
Board of Trustees

Agape International

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Debra has always balanced her professional career with an active commitment to community service, on both a local and global scale. Each year since 2006, she has traveled to Hyderabad, India, with her husband, who is a practicing dentist. While he delivers free dental care to 250 children at the Agape International Orphanage, she and her children support the organization in various ways, from acquiring new books for the library to purchasing clothing for the children.

Debra is a trustee of Agape International, which was founded by long-time former D.K. Brede Investment Management staff member Lynne Guhman-Voggu. Agape's mission is to provide homes, food, and love to children of the third world who've been orphaned by the AIDS crisis.

During a recent dinner, Debra was honored by Agape with a video highlighting all the work she has done and the impact she has had on the children and their schools.

As a result of her work with Agape, Debra was a finalist for the 2015 Invest in Others and InvestmentNews Global Community Impact Award. She was one of three finalists out of hundreds of nominations, a reflection of the dedication and passionate commitment she has for those less fortunate.