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.