An Overview of the Pendragon Advantage
Client-Focused, Knowledge & Experience Driven Innovative Thinkers
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.
The Pendragon Capital Management Team
Meet the Pendragon Capital Management team.
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 has been identified as a Five Star Wealth Manager five years in a row, most recently in 2020. He has been featured in Fortune and Hudson Valley Magazines.
Ian is also a member of the AICPA’s (American Institute of CPAs) Personal Financial Planning section.
Andrew Fairbanks has covered the energy sector for 25 years. Prior to 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.
Jonathan Bhushan is a consultant for the Trading Plus Portfolio. He 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.
Barry Drogy has a wide range of experience in insurance, investments, and trusts.
Prior to 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.