Breckinridge Capital Advisors
Denise Thompson is a highly experienced professional with a background in trading and managing relationships in the finance industry. Denise currently works as a Trade Operations Specialist at Breckinridge Capital Advisors, where Denise focuses on tax efficient strategies for institutions and separately managed accounts. In the past, Denise held roles such as Director of Human Resources and Relationship Manager at Charles River Development. Denise also worked as a Trader in the Research Group at Calamos Asset Management and as a Trader in Capital Markets at JPMorgan Chase. With a Master of Business Administration and Bachelor of Arts in Business/Finance, Denise's expertise and experience make their a valuable asset in the field.
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Breckinridge Capital Advisors
Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. We believe the following characteristics set us apart: - Commitment to staying independent - Disciplined portfolio management - Rigorous fundamental credit analysis - Forward looking and integrated ESG research - Ability to customize separate accounts at scale - Proprietary technology platform - Culture of exceptional responsiveness and access - Competitive pricing We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $44 billion as of June 30, 2023. Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest. Disclosures: https://www.breckinridge.com/social-media-disclosures/