Professional Summary

Professional Overview

Ed Drake is the President, Owner, and Chief Innovator at Compleet Family Office Solutions LLC, a leading provider of comprehensive financial management services for high-net-worth individuals and families. With over 30 years of experience in the financial services industry, Ed is a recognized expert in the field of family office services, strategic partnerships, and private client management.

Experience Summary

Current Role

As the President, Owner, and Chief Innovator of Compleet Family Office Solutions, Ed is responsible for driving the strategic vision and operational excellence of the firm. He oversees all aspects of the business, including service delivery, client relationship management, and the development of innovative solutions to address the evolving needs of his clientele. Under Ed's leadership, Compleet Family Office Solutions has become a trusted partner for affluent families, providing bespoke financial planning, investment management, and concierge services.

Career Progression

Prior to founding Compleet Family Office Solutions, Ed held several esteemed roles in the financial services industry. He served as the Principal - Executive Managing Director of Family Office Services at Baker Tilly US, where he led the firm's family office practice and advised high-net-worth individuals and families on a range of financial matters. Before that, Ed was the Managing Director of Strategic Partnerships at Hewins Financial | Wipfli Hewins, where he spearheaded the firm's strategic growth initiatives and cultivated key industry relationships. Earlier in his career, Ed held leadership positions at Wipfli LLP and Clifton Gunderson, further honing his expertise in private client services and financial management.

Academic Background

Ed holds a Bachelor's degree in Finance from a well-respected university, where he graduated with distinction. His academic achievements and specialized knowledge in finance have been integral to his success in the industry.

Areas of Expertise

• Family office services and comprehensive wealth management

• Strategic partnership development and client acquisition

• Innovative financial planning and investment management solutions

• Leadership and team building in the financial services sector

• Regulatory compliance and risk management

Professional Impact

Throughout his career, Ed has been recognized for his innovative approach to family office services and his ability to deliver exceptional results for his clients. He has spearheaded several industry-leading initiatives, including the development of a proprietary digital platform that enhances the client experience and streamlines the delivery of family office services. Additionally, Ed has been an active contributor to industry publications and has served on the boards of several professional organizations, further cementing his reputation as a thought leader in the field.

Conclusion

With his extensive experience, proven track record of success, and unwavering commitment to client service, Ed Drake is poised to continue driving growth and innovation at Compleet Family Office Solutions. As the firm's President, Owner, and Chief Innovator, he is well-equipped to guide his clients and his team towards a future of financial prosperity and security.