Debra K. Brede: A recognized name
with an individualized approach
Debra K. Brede had a different idea in mind when she founded her investment management firm in 1989. A decade of industry experience had made her realize that the needs of individual clients weren't always best served by the typical Wall Street business model, where a firm sells its products to meet its sales goals. At the firm that bears her name, the individual needs of each client would be the primary focus.
Today, the D.K. Brede Investment Management Company delivers investment management services to corporations, municipalities, retirement plan and charitable trusts, and high-net-worth individuals based on the principle that every recommendation made is dependent solely on a client's individual needs, as determined personally by Debra Brede 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.
Top 100 Women Financial Advisors in the U.S. – Barron’s – 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014,
2015, 2016, 20171
America’s Top Wealth Advisors – Forbes – 2016, 20172
FT 400 Top Financial Advisers – Financial Times – 2013, 2015, 20163
Best-in-State Wealth Advisors – Forbes – 20182
Top 1,200 Advisers in America – Barron’s – 20176
Top Women Wealth Advisors – Forbes – 20172
All-Star Women Advisors – Barron’s – 20151
FT 100 Women Financial Advisers – Financial Times – 20143
Boston Five StarSM Wealth Managers – Quantitative Market Intelligence – 2012, 2013, 2014, 2015,
2016, 2017 (as seen in Boston Magazine)4
Top 50 Advisors In Massachusetts – Boston Business Journal – 20085
Pennsylvania State University – Distinguished Alumni Award – 2009
- 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.
A commitment to serve the community
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 family to work alongside her husband, a practicing dentist, in delivering free care to 250 children at the Agape International Orphanage.
Debra is a trustee of Agape International, which was founded by a long-time D.K. Brede Investment Management staff member. Its mission is to provide homes, food, and love to children of the Third World who've been orphaned by the AIDS crisis.
During its annual Fall 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 the hundreds of nominations, a reflection of the dedication and passionate commitment she has for those less fortunate.
View pictures of Debra's work.
Debra remains involved in a number of charities and social causes in the Boston area and is an active alumna of her alma mater Pennsylvania State University. Her most recent community service commitment has included:
Boston Rescue Mission, Board of Directors
Executive Board of Directors
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.
Newton-Wellesley Hospital, Board of Trustees
Newton-Wellesley Hospital, Finance Committee
Newton-Wellesley Hospital, Institutional Review Board
Partners HealthCare, Institutional Review Board/Human Research Committee
*Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Talk to your financial advisor before making any investing decisions.
1Barron’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, 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 their data as proprietary. Investment performance is not a criterion. The Barron’s All-Star Women Advisors in 2015 is a list of advisors that have ranked in the top 100 women financial advisors list for 10 consecutive years going back to the program’s inception in 2006. 16 advisors were recognized. 2The ranking of Forbes’ Top Wealth Advisors (Top Women 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, 2,723 qualified advisors were considered and 200 (7.3% of candidates) were recognized. Portfolio performance was not a criterion. For the full methodology that Forbes developed in partnership with Shook Research, please visit https://shookresearch.com/due-diligence/. The Forbes’ Top Wealth Advisors list for 2016 and 2017 uses similar criteria. 4,000 advisors were invited to complete a survey, of which 250 were recognized (just over 6%). Forbes Best-In-State 2018: This recognition utilizes a similar due diligence methodology as the preceding Forbes recognitions and these criteria: candidates were evaluated on a minimum of 7 years' industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated. Winners were organized and ranked by state. Overall, 21,000 advisors were considered, and 2,213 (10.5% of candidates) were recognized. 3Financial Times evaluated nominees on 6 primary areas and calculated a numeric score for each advisor. The areas of consideration were: assets under management, asset growth, compliance record, experience, credentials, and accessibility. FT 400: in 2016, approximately 985 qualified applications were received; 400 advisors were selected, representing 40.6% of applicants. The 2014 FT100 Women Advisors uses similar criteria as the FT400; 415 qualified applications were received, of which 24% were recognized. For the full methodologies, please visit ft.com. 4Based on 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and compliant history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,467 Boston wealth managers were considered for the award; 622 (25% of candidates) were named 2017 Five Star Wealth Managers. For more information, please visit www.fivestarprofessional.com. 5The 2008 Boston Business Journal Massachusetts Top 50 List is based on qualitative and quantitative criteria including a minimum of 7 years of experience, assets under management, 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. 6To compile this annual 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 assets under management, 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.
Important information regarding all awards/recognitions: 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.