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Adam Drake

Owner, Managing Director & CCO

Highland Investment Advisors LLC

United States, Florida, Ponte Vedra Beach

About Me

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
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Profile Information

Owner, Managing Director & CCO

Highland Investment Advisors LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Ponte Vedra Beach

Florida

United States

May 15, 2024

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