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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Linden Thomas & Company | Portfolio Manager | Mar 2025 to Present | — |
| Pathfinder Asset Management Limited | Consultant | Nov 2024 to Mar 2025 | — |
| Kiwi Wealth | Portfolio Manager | Jan 2021 to Jan 2023 | — |
| Kiwi Wealth | Senior Global Equity Analyst | Jan 2014 to Jan 2021 | — |
| Macquarie Group | Head of Equity Strategy | Dec 2013 to Sep 2014 | — |
| S&P Global Market Intelligence (Now CFRA Research) | Senior Equity Analyst and Sector Group Head | Jan 2008 to Jan 2013 | — |
| S&P Global Market Intelligence - New York (now CFRA Research) | Equity Analyst | Jan 2005 to Jan 2008 | — |
| Marquette Associates | Investment Consultant | Jan 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)
| Name | Role | Location |
|---|---|---|
B Bradley Davis | Senior Analyst | York, SC , United States |