Location Pittsburgh, Pennsylvania, United States Regions Great Lakes, Northeastern US Gender Male
Website defiantcap.com/jonathan-dane-cfa/ LinkedIn View on LinkedIn
Jonathan Dane is the Founder and Managing Partner of Defiant Capital. He leads the firm’s strategic direction and manages all facets of investment strategy, ranging from portfolio construction and manager due diligence to the deployment of client capital. Jonathan’s career spans both sell-side and buy-side roles, as well as advisory positions for
high-net-worth families and institutions. He brings deep expertise in deploying capital across publicly traded and privately held businesses, liquid and illiquid funds, and guiding clients through complex wealth transfers, business exits, and M&A transitions.
Before founding Defiant Capital Group, Jonathan was Director of Portfolio Strategy & Research at a multi-family office overseeing $900 million in assets. He started his career in investment banking at Goldman Sachs and Jefferies in New York City, as well as at PNC Bank in their Wealth Management division. Jonathan was named one of CityWire’s 40 Rising Stars Under 40 in 2019.
Jonathan is also a recognized voice in the financial press, regularly featured in major outlets such as Barron’s, Kiplinger, and MarketWatch, where he shares insights on markets, investing, and wealth strategy for business owners and affluent families.
