Integrated Options Platform

Spent the last decade evaluating and operating businesses. As an operating executive for private equity portfolio companies, he built the financial cases for technology implementations, including one that delivered a 20% revenue uplift at a $2B revenue consolidation. For the past five years in venture capital, his diligence work included advising a Fortune 50 company against a Series C that would have cost them $75 million.

Before that he founded and exited a sustainable infrastructure company across Philadelphia, New York, and Baltimore. He began his career in M&A at Areva.

Graduate degrees from the University of Pennsylvania, École des Mines de Paris, and Tsinghua University.

Steve Dorval is a fintech executive and advisor technology pioneer with over 25 years of experience building platforms that serve both financial advisors and consumers. As Head of Advice and Innovation at John Hancock, he oversaw Signator Investors, a 2,000-advisor independent broker-dealer with $400B in AUA.

He also led the launch of three internal fintech startups – Twine (named Apple's App of the Day), COIN and MyPortfolio — creating intuitive, goal-based investing tools that blended robo and human advice.

Before John Hancock, Steve was Head of Retirement & Investment Strategy at New York Life, where he scaled stable value and defined-contribution investment solutions to over $12B in AUM. He later led advisor-sold defined contribution product distribution at MainStay Investments.

A frequent speaker at advisor and fintech industry events, Steve has been quoted in TIME, Forbes, Business Insider, and InvestmentNews for his insights on hybrid advice, retirement innovation, and consumer behavior. He now mentors startups through MassChallenge and serves on fintech advisory boards, bringing institutional scale and startup agility to Jade.

Steve graduated with a B.A. in English from Providence College and is a CFA charter holder. He is a member of the CFA Institute and the Boston Security Analysts Society, Inc. He has held a number of Securities Licenses over the tenure of his career (6, 7, 65, 26).

Lee Crawford is a seasoned technology executive and serial entrepreneur with more than 25 years of experience building high-performing engineering organizations, secure and compliant platforms, and both consumer and enterprise products. He has co-founded several startups across payments, media, and gaming and has worked at all stages of company growth, bringing deep technical expertise and hands-on execution experience to every venture he advises.

Lisa Musich is a marketing strategist and operations executive with more than 20 years of experience building brands, scaling organizations, and driving growth. She has advised startups and established companies on go-to-market strategy, customer experience, operational excellence, and business development, bringing a practical, execution-focused perspective to every stage of growth.

A technology investor and analytics specialist who has spent more than a decade backing and advising data and AI companies. A limited partner at Mendoza Ventures, a Boston fintech, AI and cybersecurity fund, he sits on boards and advises across a portfolio that includes Starburst, Manifold, FiVerity, Wabbi and KALYP Technologies. He has led product marketing at Posit and runs his own data consultancy, and describes himself as a hands-on data geek at heart. He holds a degree from the University of Pennsylvania.