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Paul Lowell Sloate
Chief Executive Officer at
Green Drake Partners LLC
Profile
Mr. Paul L.
Sloate is a Chief Executive Officer at Green Drake Partners LLC.
He is on the Board of Directors at Philadelphia Works, Inc.
Prior to founding Green Drake, he has spent over 30 years advising individuals, families, businesses, and institutions on wealth management, investment management, and global economics.
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 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.
Paul Lowell Sloate active positions
| Companies | Position | Start |
|---|---|---|
Green Drake Partners LLC
 Green Drake Partners LLC Investment ManagersFinance Green Drake Partners analyzes each client’s unique issues through their 3 Step Wealth Management Process: (1) evaluate the client’s overall financial goals & objectives, (2) establish targets consistent with these client needs, and (3) put in place customized solutions in accordance with these goals, objectives, & targets. By following this proprietary process, the firm systematically addresses each client’s unique needs with solutions that are tailored to their circumstances. | Chief Executive Officer | 01/01/2005 |
Philadelphia Works, Inc.
 Philadelphia Works, Inc. Other Consumer ServicesConsumer Services Provides human resoruce services | Director/Board Member | 06/01/2014 |
Former positions of Paul Lowell Sloate
| Companies | Position | End |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Corporate Officer/Principal | - |
Schneider Capital Management Corp.
 Schneider Capital Management Corp. Investment ManagersFinance SCM employs an active value equity investment approach to invest in common stocks of companies with different market capitalizations, and which they believe are undervalued. The firm offers advice on exchange-listed securities, securities traded over the counter, foreign issuers, corporate debt securities, mutual fund shares, US government securities, options contracts on securities, options contracts on commodities, futures contracts on tangibles, futures contracts on intangibles and EFTs. They engage in fundamental securities analysis focused on value discipline and employ strategies including long-term and short-term purchases, short-term trading, short sales, margin transactions and option writing. | Founder | - |
Amadeus Partners Ltd.
 Amadeus Partners Ltd. Investment Banks/BrokersFinance Provides security broking & fund management services | Corporate Officer/Principal | - |
Training of Paul Lowell Sloate
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
95
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Schneider Capital Management Corp.
Schneider Capital Management Corp. Investment ManagersFinance SCM employs an active value equity investment approach to invest in common stocks of companies with different market capitalizations, and which they believe are undervalued. The firm offers advice on exchange-listed securities, securities traded over the counter, foreign issuers, corporate debt securities, mutual fund shares, US government securities, options contracts on securities, options contracts on commodities, futures contracts on tangibles, futures contracts on intangibles and EFTs. They engage in fundamental securities analysis focused on value discipline and employ strategies including long-term and short-term purchases, short-term trading, short sales, margin transactions and option writing. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Green Drake Partners LLC
Green Drake Partners LLC Investment ManagersFinance Green Drake Partners analyzes each client’s unique issues through their 3 Step Wealth Management Process: (1) evaluate the client’s overall financial goals & objectives, (2) establish targets consistent with these client needs, and (3) put in place customized solutions in accordance with these goals, objectives, & targets. By following this proprietary process, the firm systematically addresses each client’s unique needs with solutions that are tailored to their circumstances. | Finance |
Amadeus Partners Ltd.
Amadeus Partners Ltd. Investment Banks/BrokersFinance Provides security broking & fund management services | Finance |
Philadelphia Works, Inc.
Philadelphia Works, Inc. Other Consumer ServicesConsumer Services Provides human resoruce services | Consumer Services |
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