Brendan Holt Dunn
InvestorFounding Investor at Holt Xchange · Founding Investor at HOLT Xchange / Holdun Family Office
The Bahamas
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171 people in our graph share verified history with Brendan — schools, employers, funds. One of them is your warm intro.
David NaultunlockedBrendan: together at owl.co (2019–2026)
×4Brendan: together at owl.co
×7Brendan: together at Canadian Securities Institute
About
Founding investor with 15 years managing multi-billion dollar portfolios and CEO of Holdun Family Office Bahamas, a fifth-generation wealth management firm. His startup investments include Stradigi AI, Addepar, Uber and Sway Ventures.
Experience
- HoldunCEOcurrent2005 — present
- Holt AcceleratorFoundercurrent2018 — presentGreater Montreal Metropolitan Area
- CuruAdvisorcurrent2020 — present
- Relativity6Advisorcurrent2020 — present
- FidectusAdvisorcurrent2020 — present
- owl.coAdvisorcurrent2019 — present
Skills & more
Equities99Investments99Private Equity77Wealth Management99Investment Banking32Mutual Funds17Asset Managment14Venture Capital15Corporate Development6Mergers4Due Diligence10Restructuring4
+9 more
Strategic Financial PlanningFinancial AnalysisEntrepreneurshipStart-upsPortfolio ManagementValuationFinanceFixed IncomeStrategyLanguages Spanish
From Brendan's professional profile.
Colleagues at Holt Xchange
Frequently asked questions
- Who is Brendan Holt Dunn?
- Founding investor with 15 years managing multi-billion dollar portfolios and CEO of Holdun Family Office Bahamas, a fifth-generation wealth management firm. His startup investments include Stradigi AI, Addepar, Uber and Sway Ventures.
- Where does Brendan Holt Dunn work?
- Brendan Holt Dunn is Founding Investor at Holt Xchange.
- Where did Brendan Holt Dunn go to school?
- Brendan Holt Dunn studied at King's University College (ACS, Finance); Lakefield College School; Canadian Securities Institute (CIM, Canadian Investment Manager).
Same school
Also attended King's University College2
Also attended Lakefield College School4
Also attended Canadian Securities Institute36
Ty WirvinAssociate Vice President at WestCapKulwant DuhraDirector of Investor Services & Experience at The 51 VenturesTony RautavaAssociate, Pender Ventures at Pender Growth FundChris RobertsonPartner at TELUS VenturesEnio LazzerCOO and CFO at Espresso CapitalJaime ChristianInvestment Manager at New Brunswick Innovation Foundation
+ 30 more
