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grow with titan

Titan is an award-winning wealth management firm

Our team is based in NYC, and available from anywhere. We'd be thrilled to help you navigate your wealth.

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Mission

Here to deliver the value expected on Wall Street

At the lowest
minimum possible.

The future of wealth

To us, finance is as American as apple pie. Since Alexander Hamilton built the Treasury, capital has fueled every chapter of progress — from the railroads to the broadband backbone of the internet. Behind each era of growth lies the same quiet machinery: markets allocating capital with discipline, purpose, and scale. We believe the next chapter of wealth management lies in the seamless integration of cutting-edge technology with human stewardship.

READ MANIFESTO
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We are deeply
committed to
building trust

And transparency
into every layer of
our platform.

This means not only delivering proprietary investment solutions, but also providing education, clarity, and context so clients feel empowered rather than overwhelmed. Titan isn’t just about managing assets — it’s about reshaping the relationship people have with money, creating a future where financial growth feels both accessible and inevitable.

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Our principles
guide how we do things

READ OUR PHILOSOPHY

In a gold rush, sell the
picks and shovels.

/ 1

Lazy cash management is a
silent killer of wealth creation.

/ 2

It's not what you earn, but what
you keep. Taxes matter.

/ 3

Time horizon arbitrage is
your best friend.

/ 4

Meet the team building the
future of wealth management

Clay
Gardner

Co-CEO and Chief Investment Officer
TITLE

Co-CEO and Chief Investment Officer

EXPERIENCE

Prev. Goldman Sachs, Farallon Capital, Cerberus Capital

FOCUS

Prior to founding Titan, Clayton was an Investment Analyst at hedge funds and private equity firms including Farallon Capital and Goldman Sachs Investment Partners.

Joe
Percoco

Co-CEO, Co-Founder
TITLE

Co-CEO, Co-Founder

EXPERIENCE

Prev. McKinsey & Co., Goldman Sachs

FOCUS

Prior to Titan, Joe worked at McKinsey & Co. in Palo Alto and Goldman Sachs in New York. He has degrees from the University of Pennsylvania.

Sara
Egide

Chief Legal Officer
TITLE

Chief Legal Officer

EXPERIENCE

Prev. Personal Capital

FOCUS

Sara oversees legal strategy, navigating regulations to support the larger Titan Team. Previously, she was a Senior Counsel at Personal Capital, specializing in securities law. Sara drives Titan’s accessible, tech-powered solutions.

Dave
Schatz

Chief Technology Officer
TITLE

Chief Technology Officer

EXPERIENCE

Prev. Facebook, Gas, Discord

FOCUS

Previously, Dave co-founded Gas, acquired by Discord in 2023, and Tape, acquired by Hustle. He was an early engineer at Facebook and has advised startups as an angel investor.

Archie
Reynolds

Chief People Officer
TITLE

Chief People Officer

EXPERIENCE

Prev. InterQuest Group, Click Therapeutics, Tessera

FOCUS

Overseeing all things Talent Acquisition and People ops. Archie brings over 15 years of experience building and scaling startups.

John
Bottcher

Portfolio Manager
TITLE

Portfolio Manager

EXPERIENCE

Prev. Double Blue Capital Management

FOCUS

Prior to Titan, John was a senior investment analyst at hedge funds including DoubleBlue Capital Management and Bienville Capital Management.

Jack
Sullivan

Director of Wealth Advisory
TITLE

Director of Wealth Advisory

EXPERIENCE

Prev. Fortis Lux Wealth Management

FOCUS

7 years advising | Series 7, 66

Sofia
Silveira

Vice President, Wealth Advisor
TITLE

Vice President, Wealth Advisor

EXPERIENCE

Prev. J.P. Morgan Private Bank

FOCUS

5 years advising | Series 7, 66

Christina
Sanchez

Vice President, Wealth Advisor
TITLE

Vice President, Wealth Advisor

EXPERIENCE

Prev. J.P. Morgan Private Bank

FOCUS

5 years advising | Series 7, 63, 65

Aahana
Chatterjee

Vice President, Wealth Advisor
TITLE

Vice President, Wealth Advisor

EXPERIENCE

Goldman Sachs Markets Coverage Group

FOCUS

5 years advising | Series 7, 57, 63, 65, 3

Allison
Copsey

Associate, Wealth Advisor
TITLE

Associate, Wealth Advisor

EXPERIENCE

Bank of America Private Bank

FOCUS

5 years advising | Series 7, 66

Rachel
Dai

Vice President, Wealth Associate
TITLE

Vice President, Wealth Associate

EXPERIENCE

BlackRock

FOCUS

Apply to join our team

You can find our open roles on our careers page.

Careers

A world of wealth awaits.

BECOME A CLIENT
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