Giving back to the community in which we work and live holds importance to us. Highland has supported various organizations through time or financial donations since our founding nearly five years ago. We have affinity with organizations such as Make a Difference Wisconsin, Historic Concordia Neighbors, Inc., and the Milwaukee Rescue Mission.

Adam Drake’s volunteer work at the University of Wisconsin – Milwaukee (UWM) Alumni Association is admirable and noteworthy. During the past three years, he has served on the Finance Committee of the UWM Alumni Association and he will begin serving a three-year term in July as a Board Member. Further, the Sheldon B. Lubar School of Business Alumni Chapter at UWM recently appointed him as President of the Chapter. The Lubar School currently has over 26,000 alumni throughout the world. Adam was instrumental in founding this chapter, with the help of fellow alumni and Lubar School staff. Adam graduated cum laude from UWM with a Bachelor of Business Administration Degree in Finance in 2000.

We would like to congratulate Adam on his continued commitment to our community! Do you have a cause that is important to you? Do you volunteer your time or money to this cause? We would like to hear from you.

Ken Karr, CFP and Adam Drake, CFA are partners at Highland Investment Advisors, LLC, a registered investment advisor (RIA) providing investment management and financial planning since 2006. Based in Milwaukee, WI, the firm serves clients in eight states and manages investments for individuals, retirement plans, not-for-profits, and independent investment advisors. They can be reached at 414-755-2309 or info@highlandinvestmentadvisors.com

The opinions expressed here are the views of the writer and do not necessarily reflect the views and opinions of Highland Investment Advisors, LLC. While every effort is made to ensure the accuracy of the information contained herein, Highland Investment Advisors, LLC assumes no liability or responsibility for the completeness, accuracy or usefulness of any of the information. Guest authors above are neither employees nor independent contractors of Highland Investment Advisors, LLC. No referral agreement exists between Highland Investment Advisors, LLC and the firms above. The information is published for informational purposes only and does not constitute an offer, solicitation, or recommendation of an investment or advisory service. Our privacy policy can be found on our website at Highlandinvestmentadvisors.com.
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