Doing Advisory Work Differently — On Purpose
Founded in 2025, Bridgeway combines decades of experience with a hands-on approach and a genuine commitment to inclusion in finance.
- Who We Are
Bridgeway Securities is a boutique treasury and capital markets advisory firm.
Founded in 2025 by Isaac Taylor, the firm works with a select group of clients, bringing decades of experience and an innovative, hands-on approach to every engagement.
Bridgeway Securities is a certified Black-owned institution and a registered broker-dealer.
- Founded 2025
- Certified Black-owned
- Registered broker-dealer
Advisory work is most effective when performed with depth rather than scale.
By serving fewer clients, the firm delivers more focused, specific, and actionable insights than larger advisory firms. The team combines extensive industry expertise with a strong commitment to developing the next generation of finance professionals.
Core competencies
Treasury advisory
Debt underwriting
Financing strategy
Capital allocation
Treasury technology
Risk management
Internship pipeline program
Creating 1,000 opportunities for underrepresented entry-level finance professionals
We invite clients and partners to join us in this commitment. Through hands-on mentorship, real deal experience, and a genuine investment in early-career talent, we’re building a pathway into finance for professionals who have historically been shut out of it. This isn’t a one-off initiative — it’s core to how we operate as a firm.
Meet the team behind the insight
A diverse team of finance professionals bringing decades of experience and fresh perspective to every engagement.
Isaac Taylor
Founder & CEO
Jasen Blakney
Founding Partner
Anne Serewicz
Partner
Patrick Crawford
Institutional Fixed Income Sales
John C. Bruce
Senior Advisor
Kathryn Cassetta
Director
Meet the People Behind the Deals
Our advisors bring decades of combined experience across capital markets, treasury advisory, and financial strategy. Each engagement is backed by senior-level attention, deep sector knowledge, and a genuine commitment to client outcomes — not just transaction volume.
