Debra K. Brede
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 Radio1 as she discusses going independent, helping her clients prepare for their future, and the charitable work she’s done with Agape International.
Recognition that reflects expertise
Debra's investment industry honors include:
Top Women Wealth Advisors - Forbes, 20172
All-Star Women Advisors - Barron's, 20153
Top 100 Women Financial Advisors in the U.S. - Barron's, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015 and 20163
America's Top Wealth Advisors – Forbes, 2016, and 20174
FT 100 Women Financial Advisers - Financial Times, 20145
FT 400 Top Financial Advisers - Financial Times, 2013, 2015, and 20165
Top 50 Independent Advisors in America - Registered Rep, 2007, 2008, 2009, and 20106
Top 100 Independent Broker/Dealer Advisors - Registered Rep, 2010 and 20116
Ten Most Dependable Wealth Managers of the Northeast - Goldline Research, 2008 (as seen in Forbes)7
Top 50 Advisors in Massachusetts - Boston Business Journal, 20088
Top 1,000 Advisers in America - Barron's, 20099
Top 50 Women in Wealth Management - Wealth Manager, 200910
Outstanding Advisor Award - Registered Rep, 201011
Boston Five StarSM Wealth Managers - Quantitative Market Intelligence, 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017 (as seen in Boston magazine)12
Best Wealth Managers in Boston - Newsweek Showcase, 2010 (as seen in Newsweek)13
Pennsylvania State University - Distinguished Alumni Award, 2009
Top 20 High-end Investment Managers - Boston Magazine, March 200614
Credentials that speak to expertise
Debra's industry designations include:
- General Securities Registered Representative of Commonwealth Financial Network
- Registered Securties Principle of Commonwealth Financial Netowkr
- 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 Investment News 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
Former Member: Executive Board of Directors
The Board 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
Newton-Wellesley Hospital, Board of Overseers
Partners HealthCare, Institutional Review Board/Human Research Committee
11Investments are subject to risk, including the loss of principal. Because investment return and principal value fluctuate, shares may be worth more or less than their original value. 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. 2The ranking of Forbes' Top Wealth Advisors (Top Woman Adivsors) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person due-diligence interviews.) Shook Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 2,723 advisors were considered, and 200 (7.3 percent of candidates) were recognized. For the full methodology that Forbes developed in partnership with SHOOK Research, please visit http://bit.ly/2ITaJwS. 3Barron's Top 100 Women Financial Advisors bases its ratings on a proprietary analysis of the following qualitative and quantitative criteria: a minimum 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 is based on a sampling of a financial advisor's clients and does not represent 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 and this recognition is not indicative of the advisor's future performance. Your experience may vary. Before working with any financial advisor, please be sure to conduct your own due diligence and research to ensure that the relationship is right for you. 4The ranking of Forbes' Top Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating approximately 11,000 advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person interviews). This recognition is not indicative of the advisor’s future performance. For the full methodology,* developed in partnership with SHOOK Research, please visit their website. 5Award based on each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials, and accessibility. For the full methodology*, please visit www.money-media.com/ft400.shtml and www.money-media.com/ft100.shtml. 6Advisors are ranked strictly by assets under management, though 60 percent of those assets must belong to retail, as opposed to institutional, clients. If the advisor is a member of a team, he or she must be the founder or leader of that team. 7This 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. 8Rankings 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. Advisors 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. 9The rankings reflect assets under management, revenues, quality of the advisors' practices, and other factors. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. 10The list was selected by an advisory board of equally distinguished women, in cooperation with WealthManagerWeb.com, Investment Advisor, and Research. Members of the list were chosen for their integrity, longevity, knowledge, entrepreneurship, and encouragement of other women in the industry, among other factors. 11The list features advisors who excel in the business but, more important, who dedicate their time to philanthropic causes. 12Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint 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 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.13Candidates must be fully licensed and certified. Candidates with advanced levels of education and graduate degrees are preferred, though experience and other recognitions are considered. All candidates have received local media coverage in their community directly related to having achieved a level of excellence in their field. 14Net worth of clients includes investable assets, excluding primary residence. Team assets include custodied and noncustodied assets that the advisor and team advise. Where the advisor 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. *Not indicative of advisor’s future performance. Your experience may vary.