Meet Our Team

    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 independent practice, D.K. Brede Investment Manage­ment Company, where her clients have always been her number-one priority.

    Today, D.K. Brede Investment 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

    nathan-baldwin

    Nathan Baldwin, CFA®, CFP®

    Director of Financial Planning
    Certified Financial Analyst®
    CERTIFIED FINANCIAL PLANNER
    Registered Wealth Management Associate

    jeff-beshansky

    Jeff Beshansky

    Client Relations Manager

    joseph-gauvin

    Joseph Gauvin, CFP®, MBA

    CERTIFIED FINANCIAL PLANNER
    Registered Wealth Management Associate

    karen-perkuhn

    Karen Perkuhn

    Client Service Assistant

    kerry-ciapciak

    Kerry Ciapciak

    Client Service Assistant

    derek-thisse

    Derek Thisse

    Registered Wealth Management Assistant
    Client Service Specialist

    gavin-davis

    Gavin Davis

    Client Service Specialist

    noreen-snow

    Noreen Snow

    Client Service Specialist

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    Chanel Gullage

    Operations Manager
    Registered Wealth Management Associate

     

     

     


    debra-brede
     

    Debra K. Brede

    Founder | [email protected]

    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 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 TimesBusinessweekFinancial TimesReutersBloombergForbes, 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.

    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 Hospital

    Board of Trustees and Finance Committee

    Mass General Brigham

    Institutional Review Board/Human Research Committee

    Agape International

    Board of Trustees

    Agape International

    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.

    Agape Hands

    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.