The Pendragon Advantage | Pendragon Capital Management

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.

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.

Learn more about the Pendragon Capital Management Approach.

The Pendragon Capital Management Team

Ian Green

Ian Green

MBA (Finance) Columbia University
BS (Accounting/Economics) Marist College
CPA, New York

Ian has been identified as a Five Star Wealth Manager five years in a row, most recently in 2021.

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 six years in a row, most recently in 2021. 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.

>> Read Ian Green Embraces Individualized Expert Financial Advice

Connect with Ian on LinkedIn.


Andrew Fairbanks has covered the energy sector for over 25 years.

Andrew Fairbanks

MBA (Finance) Columbia University
BS (Architecture) Georgia Tech

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.

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.

>> Read Andrew Fairbanks, Energy Sector Expert, and Climate Impact Co-Manager


Jonathan Bhushan

Jonathan Bhushan

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.

Connect with Jonathan on LinkedIn.


Barry Drogy

Barry Drogy

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.

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.

Connect with Barry Drogy on LinkedIn