Our Team

Before founding WealthUnion, Jamie helped scale customer acquisition at DocuSign prior to its IPO and held marketing and business development roles at several other early-stage technology companies. He has been an active angel investor since 2012 and was an early investor in cryptocurrency. Jamie transitioned into venture capital in 2020 and is a fundamentals-driven investor who focuses on identifying transformative businesses across high-growth technology sectors. He maintains active relationships with venture funds, family offices, and founders, and works to build networks that accelerate innovation and long-term value creation.

Brian is an experienced investor and market strategist with a background in finance and emerging technologies. Since 2017, he has focused on developing and refining data-driven trading and investment strategies designed to perform across diverse market conditions. Earlier in his career, Brian held finance roles at Fortune 500 companies, gaining deep expertise in capital markets and risk management. Today, he's passionate about helping others achieve financial independence through education and disciplined investment approaches. He has also advised and supported a range of innovative startups and ventures.