Adam Drake, CFA

Managing Director & Owner

As the owner of Highland Investment Advisors, Adam Drake leads the dedicated team focused on delivering exceptional financial strategies and investment management to the firm’s clients. He oversees key initiatives in business development, operations, investment management, and long-term strategy, ensuring the team consistently aligns with Highland’s core mission of client success.

Adam’s breadth of experience has enabled him to create a firm focused on providing you with personalized and effective financial strategies. Before founding Highland, he worked at Vogel Consulting LLC, a multifamily office serving ultra-affluent clients, and as a portfolio manager at a registered investment advisory firm. Earlier in his career, Adam held positions in equity research at Robert W. Baird & Co. and various roles at Strong Investments (now Wells Fargo).

Mr. Drake holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. He graduated Cum Laude from the University of Wisconsin – Milwaukee with a Bachelor of Business Administration Degree in Finance in 2000.

Adam lives in Ponte Vedra with his wife Rebecca. He has 4 children, 2 cats, and has a passion for travel.