About

Our Story   |   Our Impact

Our Story

An Enlightened Approach To Connecting Investment With Impact.

Jefferson Bridge is a minority-owned firm combining a deep understanding of investment advisory and non-profit governance.

Meaning of
our name

DIVERSE
PERSPECTIVE ON
TRADITIONAL 
OFFERINGS

BACKED BY
INDUSTRY
LEADERS

Inspired by the Jefferson Street community in Nashville, TN, the firm is named for the bridge that connects the historically Black community to the heart of the city.

For decades, Jefferson Street was the center of Black business and arts in the South-  attracting entrepreneurs, writers and performers who inspired and shaped our culture.

The bridge represents the opportunity to facilitate connectivity. We are connecting institutional capital strategy with organizations serving our community, as well as showcasing diverse talent and perspectives to an historically insular financial industry.

As a minority-owned/operated firm, we are able to leverage our unique perspective to identify opportunities often overlooked by more traditional organizations.

Launched as a response to an increasingly visible gap in the investment advisory space, Jefferson Bridge was founded as a partnership among three well-established financial institutions responsible for stewarding billions of dollars in assets.

Jefferson Bridge Capital is driven by the aligned vision of its founding entities to strategically redeploy decades of experience and relationships in a way that fosters meaningful change at both ends of the financial spectrum. The vehicle for this change is an independent investment advisory firm that provides tailored, institutional-quality investment solutions through a diverse team of experienced financial leaders with direct ties to underrepresented groups.

Meaning of
our name

Inspired by the Jefferson Street community in Nashville, TN, the firm is named for the bridge that connects the historically Black community to the heart of the city.

For decades, Jefferson Street was the center of Black business and arts in the South-  attracting entrepreneurs, writers and performers who inspired and shaped our culture.

The bridge represents the opportunity to facilitate connectivity. We are connecting institutional capital strategy with organizations serving our community, as well as showcasing diverse talent and perspectives to an historically insular financial industry.

DIVERSE
PERSPECTIVE ON
TRADITIONAL 
OFFERINGS

As a minority-owned/operated firm, we are able to leverage our unique perspective to identify opportunities often overlooked by more traditional organizations.

BACKED BY
INDUSTRY
LEADERS

Launched as a response to an increasingly visible gap in the investment advisory space, Jefferson Bridge was founded as a partnership among three well-established financial institutions responsible for stewarding billions of dollars in assets.

Jefferson Bridge Capital is driven by the aligned vision of its founding entities to strategically redeploy decades of experience and relationships in a way that fosters meaningful change at both ends of the financial spectrum. The vehicle for this change is an independent investment advisory firm that provides tailored, institutional-quality investment solutions through a diverse team of experienced financial leaders with direct ties to underrepresented groups.

Meaning of
our name

Inspired by the Jefferson Street community in Nashville, TN, the firm is named for the bridge that connects the historically Black community to the heart of the city.

For decades, Jefferson Street was the center of Black business and arts in the South-  attracting entrepreneurs, writers and performers who inspired and shaped our culture.

The bridge represents the opportunity to facilitate connectivity. We are connecting institutional capital strategy with organizations serving our community, as well as showcasing diverse talent and perspectives to an historically insular financial industry.

DIVERSE
PERSPECTIVE ON
TRADITIONAL 
OFFERINGS

As a minority-owned/operated firm, we are able to leverage our unique perspective to identify opportunities often overlooked by more traditional organizations.

Diverseperspective Institutionalexperience

BACKED BY
INDUSTRY
LEADERS

Launched as a response to an increasingly visible gap in the investment advisory space, Jefferson Bridge was founded as a partnership among three well-established financial institutions responsible for stewarding billions of dollars in assets.

Jefferson Bridge Capital is driven by the aligned vision of its founding entities to strategically redeploy decades of experience and relationships in a way that fosters meaningful change at both ends of the financial spectrum. The vehicle for this change is an independent investment advisory firm that provides tailored, institutional-quality investment solutions through a diverse team of experienced financial leaders with direct ties to underrepresented groups.

Our Impact

Doing Good & Doing Well

Meaningful
Investment

We are passionate about creating positive social impacts through our services and strategy. We are intentional about our growth and engagement strategies and look for meaningful investment opportunities. We consider sustainability from an environmental, social and economic perspective in our overall strategy.

Customized
Approach

With the shift in generational wealth, our firm incorporates unique technology and engagement approaches tailored to the lifestyle and demands of our clients. From traditional to cutting edge, we connect in ways that align with your goals.