/People

Brendan Holt Dunn

Investor

Founding Investor at Holt Xchange

The Bahamas

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About

An investor with 15 years managing multi-billion dollar asset portfolios, he is CEO of Holdun Family Office Bahamas, a 5th generation wealth management firm, and has invested in startups including Stradigi AI, Addepar, and Uber.

Experience

  1. HoldunCEOcurrent2005 — present
  2. Holt AcceleratorFoundercurrent2018 — presentGreater Montreal Metropolitan Area
  3. CuruAdvisorcurrent2020 — present
  4. Relativity6Advisorcurrent2020 — present
  5. FidectusAdvisorcurrent2020 — present
  6. owl.coAdvisorcurrent2019 — present

Skills & more

Equities99Investments99Private Equity77Wealth Management99Investment Banking32Mutual Funds17Asset Managment14Venture Capital15Corporate Development6Mergers4Due Diligence10Restructuring4
+9 moreStrategic Financial PlanningFinancial AnalysisEntrepreneurshipStart-upsPortfolio ManagementValuationFinanceFixed IncomeStrategy

Languages Spanish

From Brendan's professional profile.

Colleagues at Holt Xchange

Frequently asked questions

Who is Brendan Holt Dunn?
An investor with 15 years managing multi-billion dollar asset portfolios, he is CEO of Holdun Family Office Bahamas, a 5th generation wealth management firm, and has invested in startups including Stradigi AI, Addepar, and Uber.
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

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