NEWS

HomePrivate WealthOn The MovePrivate Wealth Veteran Jonathan Dane Launches Boutique Asset Manager

Private Wealth Veteran Jonathan Dane Launches Boutique Asset Manager

Jonathan Dane, a former investor and research analyst, has launched Defiant Capital Group, a boutique asset management firm based in Pittsburgh, according to a recent news release.

Through its network of partners, which include family offices, entrepreneurs, venture capitalists, private equity and real estate firms, Defiant Capital Group will provide investment advisory solutions to a select clientele, the release said.

“This is an exciting time to be launching the firm,” Dane said in a prepared statement. “Defiant Capital Group is uniquely positioned to help clients navigate this challenging market environment and find strategic investment opportunities. Our background in research and analysis, combined with our experience in structuring investments and constructing portfolios, is a unique skillset that allows us to provide all the capabilities of Wall Street firms, but individualized for clients."

For the past four years, Dane served as the director of portfolio strategy and research for Coury Firm Asset Management LLC, a multifamily office and business advisory in Pittsburgh with about $871 million in client assets under management.

He got his start in the financial services industry as a summer intern for PNC Financial Services Group, which he joined full-time upon graduating cum laude in finance from the University of Pittsburgh in 2008. In 2011, Dane joined Jeffries & Co. in New York City as an equity research associate, then moved over to Goldman Sachs in 2014, where he worked as an associate for the next two years.

“We work with individuals, families and entrepreneurs, who by being ‘defiant’ to convention and taking calculated, strategic risks, have achieved great success in their lives,” Dane said.

 

RELATED ARTICLES

Most Popular