Pendragon Capital Management Business Information

Basic Business Information

Identity

  • Pendragon Capital Management, Inc.
  • Ownership: Privately owned
  • Website:
  • Mission: To preserve and grow our clients’ wealth through prudent, independent, and intelligent investment management & financial planning.

Contact

Address: 23 Heath Road, Fishkill, NY 12524, US

Phone: 917-837-2287

Support Email: ian@pendragon-capital.com

Recognition & Events

  • Five Star Wealth Manager – 10 consecutive years (most recent 2025)
  • VirtualBankConference — Co-founded & co-sponsored

Founders & Key Team

Ian J. Green

Role: Founder, President & Chief Investment Officer

  • CPA (NY)
  • MBA – Columbia University
  • Marist College (BS)

Kevin J. Donnelly

Role: Certified Financial Planner®

  • CFP®
  • MBA (Finance & Accounting)
  • BS – Computer Science

Andrew Fairbanks

Role: Director of Research; CIO; Co-Portfolio Manager (Climate Impact Portfolio)

Barry Drogy

Specialist: Insurance, Investment & Trust Services

Jonathan Bhushan

Role: Research Consultant

  • MBA
  • BS – University of Michigan

Team size: 5

Affiliations

BrokerageSelect

FINRA & SIPC member; MSRB-registered affiliate.

Services

Financial Planning

Comprehensive strategies addressing retirement, estate, tax, and insurance planning.

Depends on client needs Written financial plan Varies by client complexity Financial Planning

Investment Advisory Services

Tailored portfolio management using value investing principles, including a Climate Impact Portfolio option.

•  AUM-based %
•  Managed investment portfolio
•  Varies by client complexity
•  Investment Advisory

Service Area: United States (nationwide)  
•  Audience: High-net-worth individuals, families, select institutional clients

Technology & Compliance

  • Custody, clearing, and execution: Interactive Brokers (IBKR)
  • Regulatory status: Registered Investment Adviser (SEC & state-registered); fiduciary standard
  • Professional credentials: CFP®, AICPA

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