Debra K. Brede, President
Debra formed D.K. Brede Investment Management Company in 1989. She has more than 25 years of experience providing investment guidance, financial planning, employee benefits planning, risk management planning, and investment services. Her credentials 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
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Debra has also served on the System Advisory Board of the Boston Stock Exchange and was Chairman of the District Economic Education Committee for the Security Industry Association.(This committee developed the stock market game now being played in high schools and colleges nationwide.)
She is a 2007 graduate of the prestigious Harvard Business School Owners-Presidents Management Program.
Investment Industry Honors Top 20 High-End Investment Managers - Boston Magazine - March 20061 Top 100 Women Financial Advisors in the US - Barron's - 2006, 2007, 2008, 20092 Top 50 Independent Advisors in America - Registered Rep Magazine- 2007, 2008, 20093 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
In the Spring of 2009, Wealth Manager magazine listed Debra as one of the Top 50 Women in Wealth Management, named for their influence, leadership, and achievement in wealth management.
Debra has also been featured on CNBC and Fox Business News, and in the Wall Street Journal, BusinessWeek, the New York Times, Financial Times, Reuters, and Bloomberg.
Community Service Highlights
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 Pennsylvania State University, “For the Future: The Campaign for Penn State Students,” Committee Newton-Wellesley Hospital, Institutional Review Board
Send Debra an e-mail.
Nathan Baldwin, CFP®
Nathan Baldwin joined D.K. Brede Investment Management in September 1998 while attending the University of Massachusetts in Boston, where he received a BA in English. He currently holds FINRA Series 7 and 63 registrations. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Nathan assists Debra Brede in all facets of the investment planning process including, but not limited to:
- Investment Performance Research and Analysis;
- Client Portfolio Analysis: (Evaluation of account diversification, risk exposure, client suitability, etc.);
- Calculate Projections;
- Maintain up-to-date information on performance of model portfolios;
- Client Review and Meeting Preparation;
- Client assistance answering questions;
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Send Nathan an e-mail.
Please do NOT email time-sensitive information.
To place trades, please contact our office by phone: 781-444-9367.
Chanel Chanel joined D.K. Brede Investment Management in November 2006. She holds the FINRA Series 7, 55, and 63 securities registrations. Prior to joining our team, Chanel worked at Adams, Harkeness & Hill, where she began her career as an operations specialist and was promoted to an Nasdaq trader. Chanel worked full-time and attended night classes at Northeastern University, earning her BS in Business Management in 2004. Her expertise and extensive industry knowledge enables her to manage a multitude of operations and customer-based services, including: - The establishment of client relationships through handling all necessary paperwork and addressing client questions and concerns
- Proactive client account maintenance to ensure clients' accounts are in order
- Handling all client service needs, such as check requests, changes of address, wire instructions, transfers, and so forth
- Client review and meeting preparation: generating reports, managing preliminary groundwork for meetings
- Conducting research for funds, stocks, and other financial products
- Maintaining relationships with clients by answering questions and solving problems
- Client transactions, including trades, exchanges, disbursements, and additions
Send Chanel an e-mail. chanel@bredeinvestment.com
Please do NOT e-mail time-sensitive information.
To place trades, please contact our office by phone: 781-444-9367.
Jeff Beshansky
Jeff joined D.K. Brede Investment Management in November 2006. Prior to joining our team, Jeff worked at Putnam Investments as a 529 client services specialist and as a Fixed Income Institutional Sales Assistant at Evergreen Investments. In 2003 he graduated with a Bachelor of Science degree in Business Administration with a minor in Political Science. His expertise and industry knowledge enables him to manage a multitude of operations and customer-based services including: - The establishment of client relationships through handling of all necessary paperwork and addressing client questions and concerns
- Proactive client account maintenance to ensure clients' accounts are in order
- Handling all client service needs, such as: check requests, change of address, wire instructions, transfers, etc.
- Meeting preparation: Generating reports, managing the general groundwork needed for client meetings
- Conducting research for various funds, stocks, and other financial products
- Maintaining relationships with clients by answering questions and problem solving
- Scheduling of consultations and meetings
Send Jeff an email. jbeshansky@BredeInvestment.com
Please do NOT e-mail time-sensitive information.
To place trades, please contact our office by phone: 781-444-9367
Pat Julier
Pat joined D.K. Brede Investment Management in May of 2000. In addition to assisting in customer service, Pat works behind the scenes in various operational capacities to ensure our office runs smoothly and we can continue to provide first class service to our clients. She performs a variety of functions that enable us to stay organized, proactive and within the regulatory requirements of the SEC and FINRA.
Send Pat an e-mail. Please do NOT email time-sensitive information.
To place trades, please contact our office by phone: 781-444-9367
Lynne Guhman
Long time D.K. Brede Investment Management employee, Lynne Guhman, is currently on sabbatical in India. In 2000, after several short-term visits to India, she became convinced that we can and must help third world suffering. She began work with her first orphanage at that time.
Lynne founded Agape International in 2003 to respond to the tremendous need that she saw all around her. Agape currently operates in India future plans include expansion elsewhere in Asia including Thailand and Cambodia Agape International's primary focus is to provide a home, food and love to those orphaned by AIDS in the third world. For more information about the organization, see www.agapeintl.org.
1 Net worth of clients includes investable assets, excluding primary residence. Team assets include custodied and noncustodied assets that the adviser and team advise. Where the adviser 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, complied 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. 3 Advisors 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 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. 5 Rankings 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. Advisers 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 advisers' practices and other factors. Total assets are all assets overseen by the adviser's team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring.
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