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New Pittsburgh-Based Wealth Advisor Launches
Tom Burroughes
2 September 2020
US wealth advisor Jonathan Dane has launched Defiant Capital Group, a boutique asset management firm, based in Pittsburgh.
Dane recently served as the director of portfolio strategy and research for a $900 million multi-family office. Previously he worked in New York City at Goldman Sachs and Jefferies, and at PNC in Pittsburgh.
The new firm said in a statement that it has a network of partners which includes family offices, entrepreneurs, venture capitalists, private equity and real estate firms.
“This is an exciting time to be launching the firm,” said Dane. “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.”
Spanning a variety of business models, financial advisors in Pittsburgh include PWA Wealth Management, Waldron Private Wealth, Hefren-Tillotson and Allegheny Financial Group.