Jonathan Dane, CFA, CFP®

Founder, Chief Investment Officer

Jonathan 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.