Who we areAn adaptive, intellectually independent wealth firm
Analog Capital Partners is a fiduciary wealth advisory firm focused on building resilient multi-asset portfolios designed to navigate an increasingly uncertain financial world. We combine institutional-level investment management with personalized financial planning to help clients preserve and grow wealth through independent, long-term thinking.
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Our Approach
We build resilient multi-asset portfolios designed to navigate an increasingly uncertain financial world combining institutional-level investment management with personalized financial planning.
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Our Values
We value independent thinking, fiduciary responsibility, and long-term discipline prioritizing resilience, transparency, and alignment of interests over short-term speculation or one-size-fits-all advice.
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Our Story
Founded by Billy Desai after nearly two decades in finance frustrated by the limitations of traditional portfolio models, he built Analog to deliver institutional-quality investment management focused on long-term resilience and preservation of purchasing power.
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.
Our storyBuilt by an operator who wanted something better
Founded by Billy Desai after nearly two decades across Merrill Lynch, Credit Suisse, Invesco and Lehman Brothers, Analog was created out of frustration with the limits of traditional portfolio models and one-size-fits-all advice.
The result is an intellectually independent firm delivering institutional-quality investment management, multi-asset construction, and personalized planning focused on long-term resilience and the preservation of purchasing power.
The partnersExperienced professionals, fully aligned with you
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Billy Desai, MBA, CFA
Founding Partner
20+ years of institutional advisory
Past: Merrill Lynch, Credit Suisse, Invesco, Lehman Brothers, Polar Capital & Société Générale
MBA IESE Business School, B.S. McGill University, CFA® charter holder
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Dan Adams
Founding Partner
15+ years of institutional advisory
Past: Kaye Capital Management, Credit Suisse, Invesco & Evercore ISI
B.A. Loyola Marymount University
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Jonathan White, CPA
Certified Public Accountant
15+ years of tax planning experience
Tax structuring and minimization strategies
M.A. University of Oklahoma, CPA®
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Randy Fox, CFP, AEP
Estate Strategist
35+ years of financial planning experience
10+ years specializing in estate planning for high net worth families
B.A. Washington University, CFP®, AEP®
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Ben Dorsey, CFP, CPA
Certified Financial Planner
20+ years of tax planning experience
International tax, advanced tax planning
M.S. University of Baltimore School of Law, CPA®
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Jeff Pomerantz, CPA
Certified Public Accountant
43+ years of tax planning experience
Tax structuring and resolution
B.S. Case Western Reserve University, CPA®
Ready to plan with a team that's fully aligned with you?
Arrange an introductory conversation and see how a coordinated, fiduciary approach fits your goals.