Who We Are

About Green Drake™ Advisors

A FULL-SERVICE REGISTERED INVESTMENT ADVISOR (RIA) SERVING INDIVIDUALS, FAMILIES, BUSINESS OWNERS, AND PROFESSIONALS

Green Drake Advisors is a full service Registered Investment Advisor (RIA) serving individuals, families, business owners, and professionals to guide them in meeting both their short and long-term financial goals and objectives. Our principals have over 60 years of experience providing financial advice. This experience, coupled with our insight, enables us to ask the right questions and structure solutions consistent with the goals of our clients.

Connect with Paul on LinkedIn

PAUL SLOATE

CEO

Paul Sloate is the Founder and Chief Executive Officer of Green Drake Advisors. He has spent over 30 years advising individuals, families, businesses, and institutions on wealth management, investment management, and global economics. Mr. Sloate has appeared on TV on numerous occasions to share his expertise with the public and hosted Money Matters TV for many years. In addition to his time given to sharing his knowledge, Mr. Sloate has served on industry bodies such as the Financial Accounting Policy Committee of the Association for Investment Management & Research. His industry experience includes serving in senior roles with companies such as Wellington Management and BlackRock Financial Management.

Mr. Sloate is highly involved in giving back to the community. He is involved in several non-profit organizations, served on a charity Board, serves on a private company Board, and lectures on investing and economics. Mr. Sloate graduated Phi Beta Kappa, Cum Laude from Cornell University in 1983 and earned an MBA with Distinction from The Wharton School at the University of Pennsylvania in 1987. In his spare time, Mr. Sloate is an avid fly fisherman, teaches karate, and spends time with his family.

Get Your Speaker Package.

Book Paul or Steve as your speaker for your next event. Click Here