Taylor Drake, CFA, CPWA®Chief Investment Officer
Direct: (503) 607-8708
Office: (503) 636-1443 Ext. 1
Institutional-based management for the individual
As chief investment officer, Taylor develops and oversees Avier’s investment policy, a role to which he brings a unique background in international investment banking and institutional money management. His goal is to bring the same high-level investment strategy and process used by institutional investors to the individual clients and families Avier serves. Taylor also works directly with clients as a lead advisor, creating customized portfolio management strategies aligned to his clients’ unique needs and goals.
Outside of the office, Taylor is an accomplished glider pilot. He loves the mental challenge of the sport, where decisions and reactions must be quick and tempered with calculated risk. Taylor doesn’t limit his adventures to the air. Also an accomplished athlete, he has successfully completed several half IRONMAN competitions and a trek to Mt. Everest Base Camp. Taylor and his wife Rudi enjoy traveling and spending time with their three boys, Shawn, Kevin, and Arthur.
Bachelor of Arts in Economics with a minor in Japanese, Brigham Young University
Chartered Financial Analyst® (CFA) charterholder
Certified Private Wealth Advisor®