Paul Lowell Sloate

Current Employers

Employment History

• 07/2003 → Present
  Green Drake Partners Llc
  Wayne, PA
• 11/2015 → Present
  Green Drake Advisors Llc
  Wayne, PA

Other Businesses

WSL Family Office & Private Wealth Management, LLC, CEO & Founding Partner, 2024 to Present - Mr. Sloate is CEO & Founding Partner of WSL Family Office & Private Wealth Management, LLC which plans to serve ultra high net worth clients and large institutions. Mr. Sloate spends 10 - 15 hours per week on this business. This business is currently not investment related but is expected to be investment related by the end of 2025. MiRealm, Inc., Director & Corporate Secretary, 2020 to Present - Mr. Sloate spends less than 5 hours per week on this business. This business is not investment related. Mr. Sloate is invited to speak regularly in front of various groups to discuss his knowledge of the economy and the markets. His presentations may be focused on the general economy, the markets, specific industries, or individual topics of interest for the various groups. Mr. Sloate has been doing Public Speaking since 2008. Mr. Sloate spends 5 hours per week on this activity. This business is considered advertising for Green Drake Advisors, LLC. Manor College - 2025 to Present - Mr. Sloate serves as an Adjunct Professor in Economics teaching economics at the College. Mr. Sloate spends 10 hours per week on this activity. This business is not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-24
• S63 Uniform Securities Agent State Law Examination
  1987-11-06