Tom Brakke

Tom Brakke is an experienced investment professional and consultant based in Excelsior, Minnesota. He currently serves as a Member of the Board, Treasurer, and Chair of the Investment and Finance/Audit Committees at Southwest Initiative Foundation, a position he has held since July 2018.1

Professional Background

Tom Brakke is the Principal at The Investment Ecosystem, a role he has occupied since May 2003. In this capacity, he provides consulting services to investment organizations and institutional investors, focusing on decision-making and competitive advantage.1 His work involves:

• Analyzing and advising asset owners, asset managers, and advisory firms
• Creating innovative and practical ideas for continuous improvement in the investment industry
• Offering consulting, training, and coaching services

Other Roles and Experience

• Board Member: Brandenburg Prairie Foundation (since August 2010)1
• Former Professional Advisor: Carlson School of Management (September 2000 - May 2004)1
• Various Positions: American Express Financial Advisors (June 1983 - March 1998)1

Education and Qualifications

• Chartered Financial Analyst (CFA), obtained from CFA Institute (1984-1986)1
• BSB in Management from the University of Minnesota - Carlson School of Management (1980-1983)1

Areas of Expertise

Tom Brakke is known for his insights on:

• Investment strategy and decision-making
• Industry practices and ongoing changes in the investment ecosystem
• Active vs. passive fund management debates2
• Alternative investment strategies, including hedge funds and private credit3

Through his work at The Investment Ecosystem, Tom Brakke continues to provide valuable insights and advice to various entities in the investment industry, leveraging his extensive experience and knowledge of market dynamics.1