Experienced and client focused.
We value our clients and the trust they put in us. We have diverse backgrounds as investors and advisors at top Wall Street firms including Goldman Sachs, Jefferies, and PNC Bank. We bring passion and commitment to every client and engagement.
At our core is an uncompromising integrity when it comes to matters of client interest, which is why we regularly co-invest alongside our clients in deals ranging from investments directly into companies and venture funds, to later stage deals in private equity and private debt. We believe client and advisor interests should always be aligned, no matter the situation.
Jonathan Dane, CFA, CFP®
Founder, Chief Investment Officer
Founder, Start-up & Venture Investing
Join Our Team
We are constantly looking to enhance our team with new members, points of view, and backgrounds. If you are interested in joining our firm please send us an email with your resume using the link below.
Defiant /de·fi·ant/ /dəˈfīənt/
Success requires long-term vision and the ability to challenge conventional thinking.
The word DEFIANT embodies the bold conviction and determination needed to do so.