Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager, having been profiled in major business publications such as Barron’s, The Wall Street Journal, and The New York Times. Mr. Dash graduated from the University of Southern California with a B.S. in Finance and has also completed numerous executive programs at both Harvard Business School and Columbia Business School covering corporate restructuring, mergers and acquisitions, financial analysis, and valuation.

The story of Dash Investments begins over 30 years ago, when a chance meeting with legendary investor Warren Buffett sparked a mentoring relationship that continues to this day.

Back then I had noticed something was missing from the investment industry. I saw that top-tier investment management was only made available to big institutions and very large private investors. It was my belief that all investors deserved to have access to top-quality wealth management strategies and responsive customer service. It was this idea that inspired me to found Dash Investments with a different philosophy, one that would truly enable all investors to achieve their financial goals.

It is our belief that no two investors are the same and we incorporate this belief into everything we do. That’s why we offer a complete, personalized service that takes your entire financial picture into account.

All client assets are managed by a team of highly qualified financial experts, committed to fiduciary principles which always put our clients’ interests first. We believe “partnership” means sitting on the same side of the table as our clients. That’s why our executives keep a majority of their own personal assets under management alongside client investments. This ensures that our interests are always 100% aligned with yours.

We look forward to getting to know you and we hope to become a partner in your success.

Sincerely,

Jonathan Dash,
Founder and President
Email: info@dashinvestments.com