Daniel J. Drabinski

Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP, serves as the Treasurer of the Board of Directors for CFA Society Dallas/Fort Worth as of June 2024 and is the Founder and CEO of Integrated Strategies, LLC, a business financial planning firm tailored to small and medium-sized private companies. With extensive experience in business and estate planning as the Agency Managing Director at Bluecrest Financial Alliances, Daniel advocates for executives and self-employed individuals, developing retirement and financial security strategies. Daniel's prior roles include Senior Credit Trader, Head of Distressed Trading, and Portfolio Manager at Highland Capital Management, and Head Trader at ORIX Capital Markets. Early career experiences included positions at Seaboard Ventures, Bear Stearns & Co., and various internships. Daniel holds a BS in Corporate Finance/Investments from Babson College, as well as multiple advanced financial designations.