Bailey Drake joined Forum Financial Management in 2022 as a Compliance Liaison. Prior to joining Forum, Bailey was an operations and compliance specialist with CI BDF Private Wealth, a senior portfolio analyst with Guggenheim Partners, senior analyst and consultant with Northern Trust and a data specialist and portfolio accounting specialist with Nuveen Investments. She has nearly 10 years of experience in the financial services industry.

Bailey is a Certified Securities Compliance Professional. She earned an MBA with concentrations in finance and management from DePaul University in Chicago and a bachelor’s degree in political science from City University of New York — Hunter College in New York.