Pendragon Capital Management, Inc.

Kevin Donnelly is a CFP® with 41 years of industry experience, currently serving at Pendragon Capital Management, Inc. since 2022. He previously operated KJ Donnelly Planning LLC for 30 years and has been associated with BrokerageSelect since 2002. Pendragon Capital Management provides discretionary portfolio management and access to third-party money managers for individual, pension, and business clients. The firm employs a modern value investing approach for equities alongside bond strategies and specialty portfolios, managing approximately $45.5 million in discretionary assets for a small client base.

Barry Drogy is a financial advisor at Pendragon Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 credentials. His previous roles include positions at Mass Mutual Investors Services and Transamerica Financial Advisors. Outside of his advisory work, he is involved in financial and business consulting for medical and business professionals through Whitehaven Associates and the American Hearing Aid Association. Pendragon Capital Management provides discretionary portfolio management and access to third-party money managers for individuals, including high-net-worth clients, as well as pension and business accounts. The firm employs a modern value investing approach with diverse strategies, including specialty portfolios utilizing leverage and long/short equity positions, and manages accounts on a discretionary basis tailored to client goals and risk tolerance.

Andrew Fairbanks is a financial advisor at Pendragon Capital Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including at Fairbanks Venture Advisors, Sierentz North America, and Saugatuck Energy prior to joining Pendragon in 2019. Pendragon Capital Management provides discretionary portfolio management and access to third-party money managers for individuals, including high-net-worth clients, as well as pension and business accounts. The firm employs a modern value investing approach with active trading strategies tailored to client goals and risk tolerance.

Ian Green is a financial advisor with Pendragon Capital Management, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Pendragon Capital Management since 1996 and also founded TradingVillage, Inc., an educational company focused on investing seminars and classes for the general public. Green serves as treasurer for the Mind Brain Philanthropic Foundation, a charitable organization. Pendragon Capital Management is a small-team adviser serving individuals, families, pension, and corporate clients, managing approximately $40 million across about 52 accounts. The firm employs a value-oriented investment process with discretionary portfolio management and offers specialty strategies including leveraged ETF programs and climate impact portfolios.