Management

Highly Experienced Investment Managers

At Dash, each client’s portfolio is personally overseen and managed by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash.


Jonathan Dash

Founder, CEO & Chief Investment Officer

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. Dash Investments has been covered in major business publications such as Barron’s, The Wall Street Journal, and The New York Times. From 2006 to 2010, Mr. Dash had served on the Board of Directors of Western Sizzlin Corporation, a 50-year-old franchising company with over $150M in system-wide revenue. Mr. Dash graduated from the University of Southern California with a B.S. in Finance and has also completed a curriculum at Harvard Business School covering corporate restructuring, mergers, and acquisitions.


A Message From Our Founder

The story of Dash Investments begins over 25 years ago, when a chance meeting between myself and 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-level 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.

On average, over the last 15 years, more than 9 out of 10 clients have chosen to stay with Dash Investments.*

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, and always with your best interest in mind. We also commit to fiduciary principles, which include always putting 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.

With top Financial Counselors throughout the United States, we provide services to investors across the nation. Today, our clients include working professionals, retirees, families, and institutions. Regardless of what kind of investor they are, we take the time to get to know each of them personally. By doing so we have built relationships with investors all over the country who value our professional investment expertise and advice.

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

Jonathan Dash, CEO & Chief Investment Officer

*Average annual Private Client retention, 2004-2018 (calculated as 1-[sum of (number of terminations in year/number of clients in year)]/number of years).