Jonathan Dane, CFA, CFP®

Financial Advisor to Business Owners & Affluent Families

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Defiant Capital Group Jonathan Dane, CFA, CFP®
Pittsburgh, PA

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 provides elite financial planning and investment management for entrepreneurs and affluent families who refuse to settle for conventional financial advice. “Wealth management” is passe – we design wealth structures that scale, adapt, and outperform.

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

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Gen X
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.