Jared Lucas

Co-Founder & Chief Executive Officer

Jared brings a proven track record of strategic vision, entrepreneurial execution, and operational excellence to financial technology leadership.

Jared's career began in corporate strategy at Areva (now Orano), where he focused on mergers and acquisitions and climate change strategy for the nuclear energy giant. This experience in complex, highly regulated industries built his expertise in strategic risk assessment and long-term value creation.

As an entrepreneur, Jared founded and successfully scaled a sustainable infrastructure company across Philadelphia, New York City, and Baltimore, ultimately achieving a profitable exit. He secured the first public-private partnership grant from the Department of Energy's $2 billion fund and executed a low seven-figure installation of a full-acre green roof, demonstrating mastery of innovative financing and large-scale project delivery

Transitioning to private equity, Jared served as an operating executive for portfolio companies, leading cross-functional teams to develop financial cases for technology implementations. His initiatives delivered measurable impact, including a documented 20% revenue uplift for a $2 billion revenue consolidation.

For the past five years, Jared has operated in venture capital, advising startups and multinational corporations on scaling and investment strategies. His due diligence work includes saving a German Fortune 50 company $75 million by recommending against a problematic Series C investment. As a judge, mentor, and advisor for deep tech startups through MassChallenge, he continues to identify and nurture breakthrough technologies.

Jared's experience spans the complete business lifecycle—from startup founding through institutional-scale operations—combining strategic thinking with hands-on execution and quantifiable results.

Jared holds graduate degrees from University of Pennsylvania, École des Mines de Paris, and Tsinghua University.

Steve Dorval

Co-Founder & Chief Product and Operating Officer

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).