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, a GW & Wade Company, where her clients have always been her number-one priority.

Today, D.K. Brede Investment Management 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

Counselor

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Joseph Gauvin, CFP®, MBA

Senior Wealth Management Associate

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Chanel Gullage

Senior Wealth Management Associate 

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Jeff Beshansky

Senior Wealth Management Associate

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Derek Thisse

Registered Wealth Management Assistant
Client Service Specialist

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Noreen Snow

Client Service Specialist

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Kerry Ciapciak

Client Service Assistant

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Karen Perkuhn

Client Service Assistant

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Patricia Morse

Account Specialist


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Debra K. Brede

Founder | 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 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 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 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:

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Executive Board of Directors

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Board of Trustees and Finance Committee

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Institutional Review Board/Human Research Committee

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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.

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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.

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Barry J. Morgan, JD, MBA

Counselor | bmorgan@gwwade.com

Barry Morgan joined GW & Wade in 2009 after 6 years working at a boutique financial and estate planning law firm. He works with many types of clients at both GW & Wade and D.K. Brede Investment Management Company including corporate executives, technology entrepreneurs, retirees, and young families.

Barry’s expertise 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.

  • Admitted to practice law in Massachusetts
  • General Securities Representative (Series 7)
  • Securities Agent & 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
  • 2 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine
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Joseph Gauvin, CFP®, MBA

Senior Wealth Management Associate | jgauvin@bredeinvestment.com

Joseph joined D.K. Brede Investment Management in October 2012. Prior to joining our team, Joseph worked as an account resolution specialist at the Bank of New York Mellon. He is a CERTIFIED FINANCIAL PLANNER™ professional.

In addition to holding his FINRA Series 7, 24, and 66 securities registrations. He also earned his MBA at Framingham State University and BS from the University of Tennessee.

Joseph supports Debra Brede in all facets of the wealth management process, including, but not limited to:

  • Financial planning, including retirement income planning and projections.
  • Portfolio management (the implementation, monitoring, and rebalancing of portfolios according to parameters agreed upon by Debra Brede and her clients)
  • Performing investment research and analysis
  • Handling client transactions, such as trades involving buying and selling securities
  • Maintaining relationships with clients by answering questions and solving problems
  • Conducting client review meetings
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Chanel Gullage

Senior Wealth Management Associate | chanel@bredeinvestment.com

Chanel joined D.K. Brede Investment Management in November 2006. She holds FINRA Series 7, 24, 55, 63, and 66 securities registrations. Prior to joining our team, Chanel worked at Adams, Harkness & Hill, where she began her career as an operations specialist and was promoted to a Nasdaq trader. Chanel worked full-time and attended night classes at Northeastern University, earning her BS in business management in 2004.

 

Chanel's expertise and extensive industry knowledge enable her to support Debra Brede in all facets of the wealth management process, including, but not limited to:

 

  • Retirement income planning and projections
  • Portfolio management (the implementation, monitoring, and rebalancing of portfolios according to parameters agreed upon by Debra Brede and her clients)
  • Performing investment research and analysis
  • Handling client transactions, such as trades involving buying and selling securities
  • Maintaining relationships with clients by answering questions and solving problems
  • Conducting client review meetings
jeff-beshansky

Jeff Beshansky

Senior Wealth Management Associate | jbeshansky@bredeinvestment.com

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. He graduated from college in 2003, earning a BS in business administration with a minor in political science from the University of New Hampshire.

Jeff's expertise and extensive industry knowledge enable him to support Debra Brede in all facets of the wealth management process, including, but not limited to:

  • Retirement income planning and projections
  • Portfolio management (the implementation, monitoring, and rebalancing of portfolios according to parameters agreed upon by Debra Brede and her clients)
  • Performing investment research and analysis
  • Handling client transactions, such as trades involving buying and selling securities
  • Maintaining relationships with clients by answering questions and solving problems
  • Conducting client review meetings
derek-thisse

Derek Thisse

Registered Wealth Management Assistant, Client Service Specialist | derek@bredeinvestment.com

Derek joined D.K. Brede Investment Management in August 2016. He earned a bachelor’s degree in business administration with an option in finance from the University of New Hampshire (UNH) in 2016. While attending UNH, Derek had an internship at Merrill Lynch working as an assistant. He also holds a FINRA Series 7 securities registration.

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

  • Establishing and maintaining relationships with clients by handling all necessary paperwork, answering questions, and solving problems
  • Handling all client service needs, such as check requests, changes of address, wire instructions, transfers, and so forth
  • Providing proactive client account maintenance to ensure that clients' accounts are in order including cost basis analysis
  • 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

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Noreen Snow

Client Service Specialist | noreen@bredeinvestment.com

Noreen joined D.K. Brede Investment Management in June 2019. She studied criminal justice at Castleton University. Prior to joining our team, Noreen worked in special education in the Merrimack NH School district. Her career includes positions as a branch office administrator with Edward Jones and 401(k) specialist with Fidelity Investments. 

As a member of the team, Noreen provides customer-based services, including:

  • Handling client service needs, such as check requests, changes of address, wire instructions, and transfers. Establishing client relationships by overseeing all necessary paperwork and addressing client questions and concerns
  • Providing proactive client account maintenance to ensure that clients' accounts are in order
  • Handling client service needs, including required minimum distribution calculations, charitable donations, retitling of assets, and retirement plan transfers
  • Acting as a liaison for new client transitions
  • Maintaining relationships with clients by answering questions and solving problems
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Kerry Ciapciak

Client Service Assistant | 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 service needs, such as check requests, changes of address, wire instructions, and transfers
  • 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
karen-perkuhn

Karen Perkuhn

Client Service Assistant | 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:

  • Handling client service needs, such as check requests, changes of address, wire instructions, and transfers
  • 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 
patty-morse

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 service needs, such as check requests, changes of address, wire instructions, and transfers.
  • 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
  • Scheduling consultations and meetings
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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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