Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP in

Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP

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Founder, CEO at Integrated Strategies, LLC
📍 Dallas, Texas, United States

Daniel is the Founder and CEO of Integrated Strategies, LLC, a Dallas-based firm providing financial solutions to Family Offices and Private Equity firms. With over 24 years of experience and numerous certifications, including CFA and CEPA, he specializes in exit planning, succession, and advanced insurance strategies.

He is described by colleagues and clients as a knowledgeable, hardworking, and attentive advisor. Daniel is also recognized as a community leader, serving as the Treasurer on the Board of Directors for the CFA Society in Dallas/Fort Worth, demonstrating his commitment to his professional community.

Unique fact: Before founding his advisory firm, Daniel was the Head of Distressed Trading at Highland Capital Management, a major investment firm.

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Experience
1 Years
Current Role
Founder, CEO
Job Level
Leadership
Location
Dallas, Texas, United States
Personality Overview

How Daniel shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Daniel cares about

Exit & Succession Planning
As a Certified Exit Planning Advisor (CEPA), he focuses on helping successful professionals and private companies craft continuation and exit strategies.
Family Office Services
His boutique firm is specifically designed to provide comprehensive, fee-based consulting for the complex needs of family offices.
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Career

Work history

Founder, CEO
Integrated Strategies, LLC
Agency Managing Director of Business & Estate Planning
Bluecrest Financial Alliances
6-2024
Treasurer- Board of Directors
CFA Society Dallas/Fort Worth
Senior Credit Trader
Highland Capital Management, L.P.
Head of Distressed Trading
Highland Capital Management, L.P.
In the press

Media appearances

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Education
1995 - 1999
BS
Babson College
2016 - 2020
Master of Science in Financial Services with a Concentration in Legacy Planning
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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