Jonathan Dane, CFA
Founder, Chief Investment Officer
Jonathan founded the firm and leads the investment process.
Jonathan has over a decade of financial markets experience and leads strategic investment decision making, including portfolio construction, manager due diligence, and deployment of client capital.
Jonathan most recently served as the Director of Portfolio Strategy & Research for a $900mn multi-family office in Pittsburgh. Prior to this role he worked in New York City at Goldman Sachs and Jefferies, and in 2019 was named to CityWire’s 40 Rising Stars Under 40.
Jonathan holds a BS in Finance from the University of Pittsburgh and is a CFA Charterholder.