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Frank Braden

Portfolio Manager at Linden Thomas Advisory Services, LLC

Charlotte, NC , United States

About

Frank Braden serves as a Portfolio Manager at Linden Thomas Advisory Services, LLC in Charlotte, NC, where he focuses on constructing and managing multi-asset portfolios tailored to client objectives. His role emphasizes oversight of investment strategies across diverse asset classes, with particular attention to equities, fixed income, and alternative investments for high-net-worth individuals and institutional clients.

Braden previously held portfolio management positions at Kiwi Wealth and served as a consultant at Pathfinder Asset Management Limited, accumulating broad expertise in international markets, asset allocation, and risk management. His experience spans the management of global equity and fixed income portfolios, with an emphasis on integrating sustainable investment principles and quantitative research methodologies.

He holds an MBA in Finance and Accounting from the University of Chicago Booth School of Business and a BA in Economics from Washington and Lee University. Braden is recognized for his analytical rigor and commitment to delivering consistent client outcomes, and his contributions include thought leadership in portfolio construction and the advancement of risk-adjusted investment models.

Career History

OrganizationRoleDate RangeDetails
Linden Thomas & CompanyPortfolio ManagerMar 2025 to Present
Pathfinder Asset Management LimitedConsultantNov 2024 to Mar 2025
Kiwi WealthPortfolio ManagerJan 2021 to Jan 2023
Kiwi WealthSenior Global Equity AnalystJan 2014 to Jan 2021
Macquarie GroupHead of Equity StrategyDec 2013 to Sep 2014
S&P Global Market Intelligence (Now CFRA Research)Senior Equity Analyst and Sector Group HeadJan 2008 to Jan 2013
S&P Global Market Intelligence - New York (now CFRA Research)Equity AnalystJan 2005 to Jan 2008
Marquette AssociatesInvestment ConsultantJan 1999 to Jan 2004

Education

The University of Chicago - Booth School of Business

MBA, Finance, Accounting

Washington and Lee University

BA, Economics

Others at Linden Thomas Advisory Services, LLC (1)

NameRoleLocation
B
Bradley Davis
Senior AnalystYork, SC , United States