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.
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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.
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STEVEN RODIA
PRESIDENT
Steven Rodia serves as President of Green Drake Advisors. Steve joined the firm in 2015 following the merger of Standpoint Advisors, the firm he founded, with Green Drake Advisors.
Steve started his career in the mid- 1980’s at a boutique Philadelphia investment firm, where he was responsible for researching small banks and savings & loan companies as well as managing client portfolios. In 1990, Steve became a Partner and Vice President for an architectural sales firm which served the Mid-Atlantic area commercial construction marketplace. His role was paramount in developing key vendor and client relationships and integral in growing the company’s revenue prior to selling his share of the business. After completing the sale of his ownership, he returned to the investment advisory business joining HTK, Inc. a Registered Investment Advisor. In 2011, Steve left HTK to found Standpoint Advisors, a Registered Investment Advisor, focused on servicing High Net Worth individuals, families, and business owners. In order to broaden and deepen the capabilities of Standpoint, Steve and Standpoint joined Green Drake Advisors in 2015.
Steve holds a B.B.A. in Finance/Economics from Temple University’s Fox School of Business. He currently serves as a member of the Westtown Township Planning Commission and is a volunteer at his church. When Steve is not working, he likes to spend time with his wife, dogs, and friends.