Clayton Gardner

Co-Founder

New York, New York, United States13 yrs 5 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Co-founded a wealth management firm managing over $1 billion in AUM.
  • Expert in navigating high-stakes financial decisions for tech professionals.
  • Bringing institutional-quality financial planning to a broader audience.
Stackforce AI infers this person is a FinTech entrepreneur with expertise in wealth management and financial analysis.

Contact

Skills

Core Skills

Financial PlanningWealth ManagementEquity ResearchFinancial AnalysisPrivate Equity

Other Skills

Financial ModelingValuationHedge FundsEquitiesDue DiligenceInvestmentsProduct DevelopmentEntrepreneurshipAgile Project ManagementFinTechBloombergJavaScriptHTMLCSSPython

About

I am the Co-CEO & Co-Founder of Titan — a wealth management firm built for ambitious professionals navigating high-stakes financial decisions: equity compensation, liquidity events, concentrated positions, and major life and career transitions. I started Titan because the best financial advice was only available to the ultra-wealthy. We're changing that — bringing institutional-quality planning and wealth management to tech professionals, founders, and executives who've built real wealth and need a real partner to help them manage it. We offer comprehensive financial planning across investments, equity compensation, tax strategy, retirement, real estate, estate planning, and more — coordinated by a dedicated human advisor who knows your full picture. Today, we manage over $1 billion in AUM for thousands of clients going through high-stakes financial decisions. If you're building something, cashing out of something, or navigating a major financial moment — Titan is built for you. Content shared here is for educational purposes only and should not be considered investment or financial advice. Views are my own.

Experience

Titan

Co-CEO & Co-Founder

Apr 2017Present · 9 yrs · Greater New York City Area

  • Comprehensive wealth management for ambitious professionals navigating high-stakes financial decisions — equity compensation, liquidity events, concentrated positions, and major life and career transitions. $1 billion+ in AUM.
Financial ModelingPrivate EquityValuationHedge FundsFinancial AnalysisEquities+9

Carbonado capital

Analyst

Sep 2016Apr 2017 · 7 mos

  • TMT Sector Head & Analyst at Carbonado Capital, a $1 billion+ fundamental long/short equity hedge fund seeded by Blackstone.
Equity ResearchFinancial Analysis

Farallon capital management

Analyst

Sep 2014Aug 2016 · 1 yr 11 mos

  • Analyst focused on fundamental long/short equity investing at one of the leading multi-strategy hedge funds globally.
Equity ResearchFinancial Analysis

Cerberus capital management

Analyst

Jul 2012Jun 2014 · 1 yr 11 mos

  • Analyst focused on private equity, distressed debt, and special situations investing at one of the leading alternative asset managers globally.
Private EquityFinancial Analysis

Goldman sachs

Summer Analyst

Jun 2011Aug 2011 · 2 mos

  • Summer Analyst at Goldman Sachs Investment Partners (GSIP) — Goldman's internal hedge fund focused on long/short equity strategies and special situations.
Financial Analysis

Education

The Wharton School

Bachelor of Science (B.S.)

University of Pennsylvania

Bachelor of Applied Science (BASc)

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