An Overview of 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. Pendragon represents a complete financial solution for clients like you from planning through implementation, and evaluation.
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.
Meet Ian Green, Pendragon’s President and Chief Investment Officer.
The Pendragon Capital Management Team
MBA (Finance) Columbia University
BS (Accounting/Economics) Marist College
CPA, New York
To learn more about Ian, read Ian Green Embraces Individualized Expert Financial Advice
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 security, options, and municipal bond principal. Ian is the founder and principal of stock brokerage firm BrokerageSelect (member of FINRA SIPC and registered with MSRB), an affiliated company of Pendragon Capital Management, Inc.
Ian has been identified as a Five Star Wealth Manager seven years in a row, most recently in 2022. He has been featured in Fortune and Hudson Valley Magazines.
Ian is a Certified Public Accountant and a member of the AICPA’s (American Institute of CPAs) Personal Financial Planning section.
Kevin J. Donnelly
MBA (Finance & Accounting) Columbia University
BS (Computer Science) Union College, Schenectady, NY
Kevin J. Donnelly has years of experience as a Certified Financial Planner® specializing in Asset Allocation, Life/Health Insurance, Variable and Fixed Annuities, 401Ks, Household Cash Flow, and Estate and Retirement Plans. Kevin is a registered representative with stock brokerage firm BrokerageSelect (member of FINRA SIPC and registered with MSRB), an affiliated company of Pendragon Capital Management, Inc.
Kevin is a graduate of Union College and has an MBA from Columbia University. He is a Certified Financial Planner®.
Kevin’s financial planning experience includes working for Arthur Andersen and CIGNA.
Andrew Fairbanks has covered the energy sector for over 25 years. He is the Director of Research, Chief Investment Officer, and Co-Portfolio Manager for the Climate Impact Portfolio.
Before Pendragon, he was Director of Research at two relative value energy hedge funds for 7 years and covered global energy/utility companies at Merrill Lynch/Bank of America and other firms for 16 years.
Andrew received his MBA from Columbia Business School and holds a BS from the Georgia Institute of Technology.
MBA (Finance) Pace University
BA (Business/Corporate Communications) State University of New York
Barry Drogy has a wide range of experience in insurance, investments, and trusts. He is a registered representative with stock brokerage firm BrokerageSelect (member of FINRA SIPC and registered with MSRB), an affiliated company of Pendragon Capital Management, Inc.
Before joining Pendragon Capital, Barry held senior positions at Guardian Life Trust and Morgan Stanley Trust. He is an alumnus of The State University of New York and Pace University.
MBA (Finance) Columbia University
BS (Business Administration) University of Michigan
Jonathan Bhushan is a research consultant for Pendragon Capital Management. He has over 25 years of investment and business experience. He has held multiple senior risk management and relationship positions with Citibank London.
Jon holds a B.S. in Business Administration from the University of Michigan and an MBA from Columbia University.