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Ian Green

AICPA, CPA, MBA
Pendragon Capital Management
New York, NY
Prudent, Independent, and Intelligent Investment Management.
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Meet Ian

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Introduction - Ian Green
Video Transcripts

Ian Green’s experience in finance and investments spans over 25 years. Before becoming a professional money manager and founding Pendragon Capital Management in 1996, he was a Senior Treasury Officer for Citicorp’s Interest Rate Risk Management Group and before that a Senior Accountant with KPMG. He received a Master’s degree in Business Administration from Columbia University in finance and capital markets, and a BS degree in accounting from Marist College.…

Ian Green’s experience in finance and investments spans over 25 years. Before becoming a professional money manager and founding Pendragon Capital Management in 1996, he was a Senior Treasury Officer for Citicorp’s Interest Rate Risk Management Group and before that a Senior Accountant with KPMG. He received a Master’s degree in Business Administration from Columbia University in finance and capital markets, and a BS degree in accounting from Marist College. Ian is a CPA in New York and an FINRA Registered Representative, Securities Principal, Options Principal, Municipal Securities Principal and a Registered Investment Advisor. Ian has taught finance courses in continuing and professional education at Hunter College and at New York University, and he also holds a Personal Financial Planning designation from the American Institute of CPAs.


Services offered

Investment management
Retirement planning
Tax planning
College planning
Estate planning
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Fee & Commission

Certifications and licenses

CPA - Certified Public Accountant

Memberships

AICPA - American Institute of Certified Public Accountants

Education

Bachelors
MBA
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