Jonathan Dane is the Founder of Defiant Capital Group and is responsible for leading the firm’s business strategy and investment management activities. He serves as the firm’s Chief Investment Officer and leads all strategic investment decision-making including portfolio construction, manager due diligence and selection and deployment of client capital. In addition, he serves on several advisory boards, including the Advisory Board of Institutional Investor’s RIA Institute and as a Strategic Advisor to 1787 Ventures and Quinn, an AI-powered financial planning technology.
For over 15 years, Jonathan has worked in financial markets in roles as a sell-side analyst, buy-side investor and advisor to highly affluent families and businesses. He has helped families and institutions deploy capital into privately held business, construct investment portfolios and navigate the complexities of business mergers and acquisitions, wealth transfers, tax liabilities and other family office activities.
Prior to founding Defiant Capital Group, Jonathan served as the Director of Portfolio Strategy & Research for a $1 billion multifamily office and worked in New York City at Goldman Sachs and Jefferies.
Jonathan is a CFA Charterholder and CFP Professional and received his BS from the University of Pittsburgh.
Phone: 412-697-1435 | Email: conviction@defiantcap.com | Website: www.defiantcap.com
LinkedIn: www.linkedin.com/in/jonathandane
