Dash Investments

Jeffrey Bowlby is a financial advisor at Dash Investments with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Fisher Investments, Bank of America, Merrill Lynch, and several other firms. Outside of his advisory role, he is a partner at Starsworn Entertainment LLP, a company focused on creating, publishing, and promoting serial progression fantasy. Dash Investments is a four-advisor team managing approximately $620 million across 429 client accounts. The firm offers discretionary portfolio management, financial planning, and participant account oversight, employing a Global Value investment approach with concentrated, long-term holdings.

Zain Griffith is a financial advisor at Dash Investments with 16 years of industry experience. He holds a Series 65 designation and has been involved with Dash Acquisitions LLC since 2009. Dash Investments manages approximately $620 million across 429 client accounts, serving individuals, high-net-worth clients, estates, and trusts. The firm employs a Global Value investment approach focused on fundamental research and concentrated, long-term holdings, integrating financial planning with discretionary portfolio management.

Sebastian Lopez Hafen is a financial advisor at Dash Investments with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of finance, he was involved with El Pulpo Restaurant for four years. Dash Investments is a four-advisor team that provides discretionary portfolio management, financial planning, and participant account oversight to individuals, high-net-worth clients, estates, and trusts. The firm employs a Global Value investment approach focused on fundamental research and concentrated, long-term holdings across select industries.

Brett Frascati is a financial advisor at Dash Investments with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Personal Capital Advisors Corporation, Empower Advisory Group, LLC, and PVG Asset Management Corporation prior to joining Dash Investments. Dash Investments is a four-advisor team providing discretionary portfolio management, financial planning, and participant account oversight to individuals, high-net-worth clients, estates, and trusts. The firm employs a Global Value investment approach focused on fundamental research and concentrated, long-term holdings.

Robert Badger is a financial advisor at Dash Investments with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fisher Investments, Bank of America, Merrill Lynch, JPMorgan Chase, and Thrivent Financial. Dash Investments offers discretionary portfolio management, financial planning, and participant account oversight to individuals, high-net-worth clients, estates, and trusts. The firm employs a Global Value investment approach focused on fundamental research and concentrated, long-term holdings, managing approximately $620 million across about 429 client accounts.

Jonathan Dash is a financial advisor with Dash Investments in Woodland Hills, CA, holding a Series 65 credential and bringing 20 years of industry experience. He has been involved with Dash Acquisitions LLC since 2004. Dash Investments is a four-advisor team managing approximately $620 million across 429 client accounts. The firm offers discretionary portfolio management, financial planning, and participant account oversight, focusing on a Global Value investment approach with concentrated, long-term holdings.

Richard Bach is a financial advisor at Dash Investments in Austin, TX, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Empower Financial Services, Empower Advisory Group, and Personal Capital Advisors Corporation. Dash Investments is a four-advisor team managing approximately $620 million across about 429 client accounts. The firm provides discretionary portfolio management, financial planning, and participant account oversight for individuals, high-net-worth clients, estates, and trusts, employing a Global Value investment approach focused on fundamental research and concentrated, long-term holdings.