about analog capital partners
service without conflicts, investments without constraints, & planning without limits
built on decades of investment banking & institutional advisory for many of the largest corporate investors
reassured by the institutional strength of goldman sachs
billy desai, mba, cfa
founding partner
20+ years of institutional advisory
past: merrill lynch, credit suisse, invesco, lehman brothers, polar capital, & societe generale
edu: mba iese business school, b.s. mcgill university, cfa® charter holder
15+ years of institutional advisory
past: kaye capital management, credit suisse, invesco, & evercore isi
edu: b.a. loyola marymount university
dan adams
founding partner
15+ years of tax planning experience
tax structuring and minimization strategies
edu: m.a. university of oklahoma, CPA®
jonathan white, cpa
certified public accountant
35+ years of financial planning experience
10+ years specializing in estate planning for high net worth families
edu: b.a. Washington university , cfp®, aep®
randy fox, cfp, aep
estate strategist
mike wilford, cpa
certified public accountant
25+ years of tax planning experience
international tax, advanced tax planning
edu: b.s. brigham young university , cpa®
Jeff pomerantz, cpa
certified public accountant
43+ years of tax planning experience
tax structuring and resolution
edu: b.s. case western reserve university , cpa®