Jason has 20 years of experience on Wall Street, 19 of which were at Goldman Sachs. Most recently, Jason ran the equity execution business within Cross Asset Sales which included developing equity derivative strategies for hedge funds. Prior to that role, Jason managed the FICC Cross Asset Sales business where he was responsible for a team of professionals selling FX, interest rate, and credit derivatives to institutional investors. Prior to that, Jason held a variety of trading roles including managing Goldman Sachs’ US treasury trading business in London. Jason was named a Managing Director at Goldman Sachs in 2011. Jason has a BA from the University of California at Berkeley and an MBA from the University of Chicago.

David spent 7 years at Goldman Sachs where he managed the New York Emerging Markets options trading business. In this role, David managed a multi-billion dollar portfolio of foreign exchange and interest rate derivatives. Prior to that role, David was a Research Analyst on the Global Macro Economics research team at Goldman Sachs. Since leaving Goldman in 2012, David has been buying and building businesses, primarily in the industrial and ecommerce industries. David received his BS in economics with a minor in statistics from George Washington University.

Nicholas Mellone, is the Director of Business Development responsible for Yield+ strategy distribution to Registered Investment Advisers and Family Offices throughout the U.S. Prior to joining DJ Wealth Systems, Nicholas worked at Cresset Capital responsible for investment recommendations, ongoing management, and communication for 25 investors. He also spent 4 years at John Hancock Investments, responsible for institutional mutual fund and ETF distribution to Registered Investment Advisers and Family Offices. Nicholas holds both the Certified Financial Planner, CFP® and Chartered Alternative Investment Analyst, CAIA designations.
In the community, Nicholas has volunteered his time with successful fundraising efforts for the Boston Boys and Girls Club. He has completed the 2015, 2016 and 2017 Boston Marathons as well as the 2018 70.3 Superfrog IRONMAN, whose proceeds benefit the Navy Seal Foundation.
Nicholas graduated from Virginia Tech with a B.S. in Applied Economic Management. He is an avid ice hockey fan and currently resides in Vienna, VA.