Our founder, Debra Brede, began her career working within the traditional Wall Street business model but soon realized that clients’ needs weren’t being put first.

So, in 1990, she founded her own practice, D.K. Brede Investment Management Company, a Colony Group Company, where her clients have always been her number-one priority.

Today, D.K. Brede Investment Management Company, a Colony Group Company, runs on the audacious notion that the individual needs of clients come first, and every detail of Debra’s financial plans and investment portfolios are tailored to those ends with the help of her meticulously trained support staff.

Each member of our staff is an experienced professional dedicated to getting to know you on a personal level, to help you achieve your long-term financial goals, and to treat you in a way that we, ourselves, would like to be treated.

Who We Are

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Barry J. Morgan, JD, MBA

Senior Wealth Advisor

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Chanel Gullage

Senior Wealth Advisor

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Derek Thisse

Wealth Advisor

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Kerry Ciapciak

Client Service Associate 

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Karen Perkuhn

Client Service Associate

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Patricia Morse

Client Service Associate

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Derek Franco

Operations Associate

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Peter Garrigan

Operations Associate


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Debra K. Brede

Principal and Senior Wealth Advisor | brede@bredeinvestment.com

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 over 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, a Colony Group 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. 

Debra has been featured as a media commentator on various networks such as CNBC and Fox Business news. She's also been featured in the Wall Street Journal, the New York TimesBusinessweekFinancial TimesReutersBloombergForbes, Kiplinger's Personal Finance and Barron's.

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.

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 Investment News. 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:

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Executive Board of Directors

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Board of Trustees and Committee 2013-2022

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Institutional Review Board/Human Research Committee

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Board of Trustees

Agape Aids Orphan Care

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

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Debra is a trustee of Agape Agape Aids Orphan Care, 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.

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Barry J. Morgan, JD, MBA

Senior Wealth Advisor| bmorgan@gwwade.com

Barry Morgan is a Senior Wealth Advisor at the firm. Prior to joining the firm, he worked at a boutique financial and estate planning law firm. He works with many types of clients including corporate executives, technology entrepreneurs, retirees, and young families.

Barry’s experience covers a broad range of topics including investment management, tax planning, estate planning, executive benefit strategies, retirement planning, and individual planning issues arising from mergers and acquisitions.

Barry also serves clients D.K. Brede Investment Management Company, a Colony Group Company.

  • Admitted to practice law in Massachusetts
  • Investment Adviser Representative (Series 66)
  • JD, Suffolk University Law School
  • MBA with a concentration in Finance from Clark University Graduate School of Management
  • BA in Psychology from University of Hartford
  • 5 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2020 – 2024)

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.

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Chanel Gullage

Senior Wealth Advisor | chanel@bredeinvestment.com

Chanel has been with D.K. Brede Investment Management Company since 2006 working with a wide variety of high-net-worth clients and their families from the accumulation stage through retirement years. Chanel has over 25 years of experience and extensive industry knowledge which enable her to work with clients to customize portfolios, provide financial guidance and develop individualized plans tailored to help clients achieve their financial goals. Prior to joining D.K. Brede Investment Management Company, Chanel worked at Adams, Harkness & Hill for 10 years, where she also worked as a Nasdaq trader. Chanel is also a member of the firm’s Investment Committee.

Chanel is a Registered Investment Advisor Representative.

  • BS in Business Administration, Northeastern University
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Derek Thisse

Wealth Advisor | derek@bredeinvestment.com

Derek joined D.K. Brede Investment Management in 2016. He earned a bachelor’s degree in business administration with an option in finance from the University of New Hampshire (UNH). While attending UNH, Derek worked for Merrill Lynch. He is a Registered Investment Advisor Representative.

Derek uses his experience to support Debra Brede in various aspects of the wealth management process:

  • Maintaining relationships with clients by answering questions and solving problems
  • Handling client transactions, such as trades involving buying and selling securities
  • Performing investment research and analysis
  • Rebalancing of portfolios according to parameters agreed upon by Debra Brede and her clients
  • Conducting client review meetings
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Kerry Ciapciak

Client Service Associate | kerry@bredeinvestment.com

Kerry joined D.K. Brede Investment Management in January 2014. Prior to joining our team, Kerry was a public relations specialist at Sun Life Financial in Wellesley, Massachusetts. Her career in public relations includes positions as media relations director at Graham Communications and public relations director at Massachusetts Respiratory Hospital. A graduate of Stonehill College, she earned a BS in business administration with a minor in communications. Kerry is also a licensed real estate agent in Massachusetts. 

As a member of the team, Kerry handles various customer-based services, including:

  • Handling 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
  • Scheduling consultations and meetings
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Karen Perkuhn

Client Service Associate | karen@bredeinvestment.com

Karen joined D.K. Brede Investment Management in September 2012. Prior to joining our team, Karen worked at Malaspina Communications, a financial communications firm in Needham, Massachusetts, as an editorial assistant and project manager. She graduated from Hartwick College with a BA in Spanish and Hispanic studies.

As a member of the team, Karen handles various operations and customer-based services, including:

  • Providing proactive client account maintenance to ensure that clients' accounts are in order
  • Handling client service needs, such as new account paperwork, incoming transfer of assets paperwork, updating contact information and address changes, and updating client beneficiary data
  • Scheduling consultations and meetings 
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Patricia Morse

Account Specialist | pmorse@bredeinvestment.com

Patty joined D.K. Brede investment Management in June 2021. She studied Administration studies at Sanford Brown College. Prior to joining our team, Patty worked as an Equity Trader for 18 years for Bank of Boston and Boston Advisors where she worked with the Portfolio Management Team and at Putnam Investments as the liaison between Putnam and the custodian banks for wires and settlements.

As a member of the team, Patty handles various operations and customer-based services, including:

  • Handling client review and meeting preparation: generating reports, managing preliminary groundwork for meetings
  • Maintaining financial software, data entry and generating reports
  • Providing proactive client account maintenance to ensure that clients' accounts are in order
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Derek Franco

Operations Associate | dfranco@bredeinvestment.com

Derek joined D.K. Brede Investment Management in March 2022. Derek has over 10 years of financial services experience and ran a successful photography business for 14 years. Prior to joining our team, Derek worked on the trade desk at Commonwealth Financial for six years. He also held positions as a Customer Relationship Manager at Fidelity Investments and Operations Specialist at MRM Horizion.

As a member of the team, Derek handles various operations and customer-based services, including:

  • Handling trading for advisors on the team
  • Conducting client reviews and meeting preparation, including generating reports and managing preliminary groundwork for meetings
  • Maintaining financial software, data entry and generating reports
  • Providing proactive client account maintenance to ensure that clients' accounts are in order
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Peter Garrigan

Operations Associate | pgarrigan@bredeinvestment.com

Pete Garrigan is an Operations Associate working specifically with the D.K. Brede Investment Management team assisting the firm’s Wealth Advisors and satisfying clients’ requests. Pete joined GW & Wade in March of 2023 after working for Oracle NetSuite as a Project Manager. He graduated from the University of Connecticut School of Business with a B.S. in Finance. Currently, he is studying for the Series 65 exam and seeking to pursue a career as a wealth advisor.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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