Jonathan Dane, CFA, CFP®
Financial Advisor to Business Owners & Affluent Families
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Serving Clients Nationwide
Financial Advisor to Business Owners & Affluent Families
Areas of Focus
- Alternative Investments
- Financial Life Planning
- High Net Worth
- Investment Management
- Multi-Generational Wealth
- Owning a Business
- Retirement Planning
- Taxes
About Jonathan Dane, CFA, CFP®
Jonathan Dane is responsible for leading and executing 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.For over a decade 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, liquid and illiquid funds, and navigate the complexities of business mergers and acquisitions, wealth transfers, business exits, and other family office activities.
Prior to founding Defiant Capital Group Jonathan served as the Director of Portfolio Strategy & Research for a $900mn multi-family office, worked in New York City at Goldman Sachs and Jefferies, and in 2019 was named to CityWire’s 40 Rising Stars Under 40.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Primary Location
301 Grant Street, Pittsburgh, PA 15219
Additional Locations
📍 50 Pennwood Place, Warrendale, PA 15086
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation. I look forward to speaking with you.Offers Investment Management
Yes
About Defiant Capital Group
Defiant Capital Group is an independent wealth management firm in Pittsburgh providing hands-on advisory for founders, business owners, and highly affluent families with complex financial lives.Meticulous Attention to Detail
Your Wealth Strategy Should be…Smarter, Faster, and More Effective.
One intelligent financial decision today can alter the course of your wealth for generations.
At Defiant Capital Group, we structure every client’s financial strategy with the same meticulous attention to detail used by top institutional investors.
▪️ We optimize wealth across investments, tax, estate planning, and risk management.
▪️ We think long-term – because building true wealth requires more than short-term gains.
▪️ We apply the same meticulous detail to ourselves and invest alongside our clients – at the same time, on the same terms.
Most firms treat investments, taxes, and estate planning as separate conversations. We integrate them into a cohesive, dynamic wealth strategy to ensure your money is always working at its highest potential.
What Sets Us Apart
At Defiant Capital Group, every client works with a team of top-tier wealth strategists, investment professionals, and financial strategists who anticipate your needs before you voice them and rise to meet challenges before they occur.
That means business liquidity events, equity distributions, tax mitigation, wealth structuring, and succession planning aren’t afterthoughts – they’re built into every strategy we create from the outset.
"Our clients don’t fit into a template, and neither should their investments. Every strategy we build is bespoke, designed to take advantage of unique opportunities across public and private markets." - Jonathan Dane, Co-Founder
Recognized Leaders in Complex Wealth Advisory.
Jonathan and Kelly Dane, founders of Defiant Capital Group, are trusted voices in high-net-worth financial strategy, sought after by Barron’s, The Wall Street Journal, Forbes, and other leading publications for their expertise in navigating wealth for entrepreneurs, business owners, and founders.
With backgrounds in investment banking, private equity, and venture capital, they unlock off-market opportunities, design aggressive tax reduction strategies, and build wealth structures that thrive in any economic climate, designed to last generations.
The smartest move you can make today is to ensure your money never stops working for you.
Education
University of Pittsburgh, BS, Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
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