Defiant Capital Group is a boutique asset management firm that provides differentiated and customized investment solutions to select individuals, families and institutions. Our team is comprised of highly experienced professionals with previous work experience at top Wall Street firms including Goldman Sachs, Jefferies, and PNC Bank.
We are a privately held independent boutique asset management firm. We work closely with individuals, families, and institutions to develop and deliver high conviction investment solutions. We avoid transactional interactions and focus solely on forming long-term relationships with our customers. Our unique investment solutions and highly personalized wealth management services are designed around clients and their specific needs.
Our firm was founded amid volatility and uncertainty. In the midst of the late-stage bull market following the 2008 financial crisis we realized the need for truly independent, investment focused advisory solutions. Our firm is dedicated to providing our clients with tailored investment solutions that can generate differentiated returns from unique investments and asset classes. Our team has diverse experience including investment banking, equity research, private equity investing, venture capital investing, and holistic wealth management for ultra high net worth families.
Who We Are
Delivering high conviction investment solutions
Our core belief is that successful long-term investing requires tailored investment solutions for our clients. We achieve this through a dedicated focus on investing and the utilization of conviction investment ideas and strategies in every portfolio. Our approach is designed to help our clients achieve their financial goals in both life and business, by taking calculated, strategic risks.
What We Do
Challenging conventional thinking
We understand that success requires long-term vision and bold decision making that often challenges conventional thinking. That’s why we challenge conventional thinking by focusing on controlling risk, maximizing long-term upside potential, and utilizing unique asset classes to express our ideas.
Our leadership team are experienced investors who have worked for institutions, private equity funds and affluent, multi-generational families to invest across asset classes and economic environments.
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
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.