Security Benefit
Drake Raftery, CFA, currently serves as Senior Analyst for Institutional Products at Security Benefit since January 2022, having previously held the position of Analyst in the same department. Prior experience includes working as a Portfolio Management Associate at Principal Global Investors and as an Investment Operations Specialist at Principal Financial Group. Significant leadership experience was gained as Vice President of Portfolio Management for the Bulldog Student Investment Fund, managing a portfolio exceeding $125,000 and leading teams in portfolio analysis and fund research. Drake participated in the prestigious CFA Research Challenge, collaborating on an investment thesis for Post Holdings, Inc. Additional roles include a Manager Research Intern position at Principal Global Investors and a Financial Representative Intern at Northwestern Mutual. Drake holds a Bachelor of Business Administration in Finance and a Bachelor's degree in Accounting from Truman State University.
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