About WAVES Intelligence

Jason Heldman is the founder and chief architect of WAVES Intelligence™. With over three decades in the financial industry, Jason's background spans investment banking, portfolio construction, risk management, and platform design across both retail and institutional environments.

His career has been defined by a consistent focus on discipline — how portfolios are constructed, how risk is controlled, and how performance is explained across market regimes. WAVES Intelligence™ reflects Jason's long-held view that investment outcomes cannot be separated from decision architecture. The platform was designed to close the gap between theory, execution, and governance by making decisions observable, explainable, and auditable in real time.

Today, Jason's role centers on system design, strategic direction, and ensuring that WAVES Intelligence™ remains grounded in institutional reality rather than academic abstraction or performance marketing.

Steve Demas has worked alongside Jason in the trenches throughout the development of WAVES Intelligence™, bringing decades of hands-on experience in portfolio management, investment operations, and risk-aware decision-making. His background spans both retail and institutional investment contexts, with deep familiarity in how portfolios behave across different market environments, stress periods, and structural shifts.

As Senior Advisor for Portfolio Stewardship, Steve provides practical oversight rooted in lived experience. His role focuses on reinforcing discipline, validating risk controls, and ensuring that the platform's decision logic reflects how capital is actually managed in practice.

Steve's long-standing partnership with Jason is a cornerstone of WAVES Intelligence™. The platform reflects not only design intent, but years of shared operational insight forged through real market exposure.

Dev Patel brings extensive experience in technology systems, artificial intelligence, and scalable platform architecture. His career has focused on designing and advising on complex systems where reliability, transparency, and performance are essential — qualities that underpin WAVES Intelligence™.

At WAVES, Dev advises on the technical and AI foundations of the platform, helping ensure that advanced analytics and adaptive intelligence are implemented responsibly and explainably. His perspective bridges cutting-edge technology with institutional constraints, reinforcing WAVES Intelligence™'s commitment to clarity, governance, and trust over black-box complexity.

Dev plays a key role in aligning the platform with the future of intelligent financial infrastructure while preserving the rigor required by institutional stakeholders.

David Tsutsumi advises WAVES Intelligence™ on strategic positioning, capital considerations, and long-term structural planning as the platform scales toward institutional adoption. His background includes strategic advisory work across growth initiatives, capital structuring, and organizational development, with a focus on aligning technology platforms with durable market opportunity.

In his advisory role, David helps ensure that WAVES Intelligence™ is built not just as a product, but as a sustainable platform — capable of supporting enterprise partnerships, institutional integration, and long-term strategic outcomes.