Tom Brakke, CFA

Tom Brakke, CFA

Tom Brakke, CFA, is a consultant to investment organizations, including asset owners, asset managers, and advisory firms. He is the author of The Research Puzzle, a blog focused on investment decision making, as well as newsletters tailored for institutional asset owners and allocators involved in manager research. Previously, Mr. Brakke served as an analyst, a portfolio manager, director of investment research, head of the new products group, and president of the alternative investment business at American Express Financial Advisors. He also served as a professional adviser at Carlson Funds Enterprise at the University of Minnesota’s Carlson School of Management. Mr. Brakke is the author of Letters to a Young Analyst and has written for a number of publications, including the Wall Street Journal, the Financial Times, and CFA Institute Magazine. He holds a BSB (bachelor of science in business) degree in management from the University of Minnesota.

From the Blog

Disruption and Differentiation

Most asset management organizations take risks in the market, but Tom Brakke, CFA, says that taking risks in other ways will be necessary to survive the disruption ahead. Read More