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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.

WORK WITH US
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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

Mobile app screen showing a $2,342,501 account balance for user Owen, with options to chat with wealth team and a scheduled call on Dec 10, 2025.

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, Chief Investment Officer
TITLE

Co-CEO, 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

Giovanni
Tiso

CFP®, Lead Financial Planner
TITLE

CFP®, Lead Financial Planner

EXPERIENCE

Prev. Range, CAPTRUST, Focus Wealth (previously The Colony Group)

FOCUS

11 years experience | Series 65

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

7 years experience | Series 65

Allison
Copsey

Associate, Wealth Advisor
TITLE

Associate, Wealth Advisor

EXPERIENCE

Bank of America Private Bank

FOCUS

5 years advising | Series 7, 66

Saaj
Parikh

Head of Marketing
TITLE

Head of Marketing

EXPERIENCE

Prev. Ergatta, Harry's

FOCUS

Leads Titan’s marketing strategy and client growth.

Apply to join our team

You can find our open roles on our careers page.

Careers
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A world of wealth awaits.

BECOME A CLIENT
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Advisory services are provided by Titan Global Capital Management USA LLC ("Titan"), an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept and agree to Titan’s Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are purely hypothetical in nature and may not reflect actual or potential future performance; nor do they represent actual performance outcomes of a client. Please see Titan’s Interactive Performance Tool available at www.titan.com/historical-performance for important information and disclosures. Strategy holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services. Any visuals of the in-app experience are for illustrative purposes only.

Please refer to Titan's Program Brochure for important additional information. Certain investments are not suitable for all investors. Before investing, you should consider your investment objectives and any fees charged by Titan. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested, including principal. Brokerage services are provided to Titan Clients by Titan Global Technologies LLC and Apex Clearing Corporation, both registered broker-dealers and members of FINRA/SIPC. For more information, visit our disclosures page. You may check the background of these firms by visiting FINRA's Broker Check.

Various Registered Investment Company products (“Third Party Funds”) offered by third party fund families and investment companies are made available on the platform. Before investing in such Third Party Funds you should consult the specific supplemental information available for each product. Please refer to Titan's Program Brochure for important additional information. Certain Third Party Funds that are available on Titan’s platform are interval funds. Investments in interval funds are highly speculative and subject to a lack of liquidity that is generally available in other types of investments. Actual investment return and principal value is likely to fluctuate and may depreciate in value when redeemed. Liquidity and distributions are not guaranteed, and are subject to availability at the discretion of the Third Party Fund.

The cash sweep program is made available in coordination with Apex Clearing Corporation through Titan Global Technologies LLC. Please visit www.titan.com/legal for applicable terms and conditions and important disclosures.

Investments with exposure to crypto assets are only suitable for investors who are willing to bear the risk of loss and experience sharp drawdowns, as they still carry inherent risk associated with cryptocurrencies. You are solely responsible for evaluating the merits and risks associated with the use of any information, materials, content, user content, or third party content provided before making any decisions based on such content. All investments carry risk, including the potential loss of principal. Investment growth is not guaranteed.

Titan’s concierge services are available exclusively to Titan clients, subject to availability and location, and are not guaranteed. Certain perks are subject to eligibility. Terms and conditions apply.

Any logos or mentions of other companies are for informational purposes only and do not imply affiliation or endorsement of Titan by these companies.

Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.

Contact Titan at support@titan.com. 508 LaGuardia Place NY, NY 10012.