Analog Capital Partners LLC

Benjamin Dorsey is a CFP® and PFS™ with five years of industry experience. He is currently with Analog Capital Partners LLC and also serves as Senior Tax Manager at EagleStone Tax & Accounting Services and President of Strategic Tax Planning, both CPA firms. His background includes roles at Cassaday & Company and Infinity Wealth Partners, among others. Analog Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm uses a variety of analytical methods and offers customized portfolios with long-term equity strategies and options trading, integrating tax and planning coordination through its affiliation with an accounting firm.

Jeff Pomerantz is a financial advisor at Analog Capital Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at AT&T for 21 years. Outside of his advisory role, he owns and operates accounting and tax businesses, including Shield Tax Services, where he assists clients with tax resolution. Analog Capital Partners serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm uses a variety of analytical methods to build customized portfolios and integrates tax planning through its affiliation with an accounting firm.

William Desai is a CFA® charterholder with five years of industry experience. He is currently with Analog Capital Partners LLC, where he has worked since 2020, following prior roles at Collaboration Capital, Invesco, and Societe Generale. Analog Capital Partners serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm uses a variety of analytical methods to create customized portfolios and coordinates tax and planning work through an affiliation with an accounting firm.

Daniel Adams is a financial advisor with Analog Capital Partners LLC in Houston, TX, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Invesco, Canaccord Genuity, and International Strategy & Investment Group LLC. Outside of advising, he works as an account manager for Refinitiv, a data products and services firm. Analog Capital Partners serves individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning, utilizing a range of analytical methods and coordinating tax and planning work via an affiliated accounting firm.

Thomas Mott is a Series 65-licensed advisor with Analog Capital Partners LLC in Houston, TX, where he has worked since 2022. He has four years of industry experience and is also involved in real estate investing and syndication. Additionally, he holds a life insurance license. Analog Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm uses a range of analytical methods and offers customized portfolios, coordinating closely with an affiliated accounting firm to integrate tax and planning services.