Colin Drake, CFP®
Managing Director
Colin founded his own wealth management firm in 2012, leading the practice for several years before inheriting a Wealthspire predecessor firm which got acquired in 2025. Colin graduated with honors from Middlebury College with a degree in psychology and coursework in economics and statistics. He earned the Certified Financial Planner® (CFP®) designation in 2000 and has continued to deepen his expertise through the Registered Life Planner® (RLP®) designation, Money Quotient's Financial Life Planning Program, and advanced training through the Co-Active® Coaching and Leadership programs. He has been quoted in publications including The Wall Street Journal, Forbes, Money, Time, U.S. News & World Report, The Journal of Financial Planning, and Investment Advisor Magazine, and is a member of the Financial Planning Association.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
