Mr. Drake’s passion is partnering with independent financial advisors to build fee-based practices that deliver a successful investing experience to clients. At Highland, Mr. Drake is involved in investment management, operations, business development, and strategy.
Before joining Highland, Mr. Drake worked as an investment analyst at Vogel Consulting LLC, a multifamily office firm serving ultra-affluent individuals. Prior to Vogel, he was a portfolio manager at a registered investment advisory firm in Lake Geneva, Wisconsin. Before this, he worked as an equity research analyst for Robert W. Baird & Co. in Milwaukee, Wisconsin and in various roles at Strong Investments (now Wells Fargo). He has been in the financial services industry since 1998.
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.