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 LLC is an independent hedge fund manager headquartered in Wayne, Pennsylvania. The firm was founded by Paul Sloate in 2005 and offers customized wealth management solutions to individuals, families, business owners, and professionals. | Chief Executive Officer | 2004-12-31 |
Philadelphia Works, Inc.
 Philadelphia Works, Inc. Other Consumer ServicesConsumer Services Philadelphia Works, Inc. invests in solutions and services to grow the economy of Philadelphia, PA by connecting employers to workforce talent and career seekers to jobs. The company influences public policies that support economic growth and optimize funding and resources to invest in regional solutions to build a skilled and thriving workforce. The CEO of the company is H. Patrick Clancy. | Director/Board Member | 2014-01-05 |
Former positions of Paul Lowell Sloate
| Companies | Position | End |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Corporate Officer/Principal | - |
Schneider Capital Management Corp.
 Schneider Capital Management Corp. Investment ManagersFinance Schneider Capital Management Corp. (SCM) is an independent investment advisor headquartered in Wayne, Pennsylvania and was founded in 1996. SCM's business consists of providing fully discretionary investment management services and investment advice to institutional investors, investment companies, and pension and profit sharing plans. | Founder | - |
Amadeus Partners Ltd.
 Amadeus Partners Ltd. Investment Banks/BrokersFinance Amadeus Partners Ltd. provides security broking and fund management services. It specializes in activities of venture and development capital companies. The company was founded in 1998 and is headquartered in Cambridge, the United Kingdom. | Corporate Officer/Principal | - |
Training of Paul Lowell Sloate
| University of Pennsylvania | Masters Business Admin |
| Cornell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
Schneider Capital Management Corp.
Schneider Capital Management Corp. Investment ManagersFinance Schneider Capital Management Corp. (SCM) is an independent investment advisor headquartered in Wayne, Pennsylvania and was founded in 1996. SCM's business consists of providing fully discretionary investment management services and investment advice to institutional investors, investment companies, and pension and profit sharing plans. | Finance |
Green Drake Partners LLC
Green Drake Partners LLC Investment ManagersFinance Green Drake Partners LLC is an independent hedge fund manager headquartered in Wayne, Pennsylvania. The firm was founded by Paul Sloate in 2005 and offers customized wealth management solutions to individuals, families, business owners, and professionals. | Finance |
Amadeus Partners Ltd.
Amadeus Partners Ltd. Investment Banks/BrokersFinance Amadeus Partners Ltd. provides security broking and fund management services. It specializes in activities of venture and development capital companies. The company was founded in 1998 and is headquartered in Cambridge, the United Kingdom. | Finance |
Philadelphia Works, Inc.
Philadelphia Works, Inc. Other Consumer ServicesConsumer Services Philadelphia Works, Inc. invests in solutions and services to grow the economy of Philadelphia, PA by connecting employers to workforce talent and career seekers to jobs. The company influences public policies that support economic growth and optimize funding and resources to invest in regional solutions to build a skilled and thriving workforce. The CEO of the company is H. Patrick Clancy. | Consumer Services |
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