The Pendragon Advantage
Founded in 1996, Pendragon Capital is a privately owned, independent investment firm. Our portfolio managers honed their skills at large firms, but their commitment to personal, professional service inspired them to build Pendragon as a boutique wealth-management firm.
At Pendragon, you’ll deal directly with your portfolio manager. The advice you receive from us is clear, thoughtful, and individualized to meet your specific needs and goals.
Together, Pendragon and its clients seek long-term investment solutions using internally managed portfolios as the foundation, and, depending on the client’s needs, external managers to complete the strategy. We seek to be as comprehensive as possible working with your tax and legal advisors to create a rich platform for wealth preservation and growth.
Ian Green is the firm’s President and Chief Investment Officer. He has over 25 years of investment and business experience. He is a CPA, holds an MBA from Columbia University and is a registered securities, options and municipal bond principal. Ian also holds a Personal Financial Planning designation from the American Institute of CPAs.
Barry Drogy has a wide range of experience in the insurance, investments and trusts. Prior to joining Pendragon Capital, Barry held senior positions at Guardian Life Trust and Morgan Stanley Trust. He is an alumni of The State University of New York and Pace University. Barry is a registered securities representative and a licensed insurance agent.
Jonathan Bhushan manages the Trading Plus Portfolio. He also has over 25 years of investment and business experience. Jon holds a B.S. in Business Administration from the University of Michigan and an MBA from Columbia University.