Align your investments with your worldview

Fully personalized, tax-smart wealth management

IMPACT ADVISOR Professionals

Jason Escamilla, CFA

CEO / CIO

Jason has decades of experience building and managing customized portfolio solutions, initially for endowments, universities, socially responsible mutual funds, churches, taxable HNW families, etc., as part of the Equity Team at Seneca Capital Management.

In addition to equity trading, research and portfolio management, he designed and led the buildout of Seneca’s fully-integrated portfolio management software which allowed a small team to manage hundreds of indivdual portfolios, many of custom social-impact and/or tax-optimizing overlays. The team's assets grew from $1B to $10+ billion, with only a 50% increase in headcount.

Other expertise: multiple hedge fund styles: long-, short- and quant-strategies with an emphasis on deep-dive equity analysis.

MIT: MBA • UC Berkeley: Economics • CFA Charterholder since 1999

Michele Sine

Portfolio Manager

Michele is the firm's lead Portfolio Manager. She has 24 years experience in the financial services industry, and has extensive knowledge in macro-economic trends and portfolio management. Michele’s career experience includes time spent at Tiger Management, Montgomery Securities, and Seneca Capital Management. Michele received her bachelor’s degree in economics from Stanford University, where she also played on the women’s golf team. In her free time, Michele enjoys spending time with her husband and three children, playing tennis, and watching her son’s baseball games.


Technology, Design & Marketing at Impact Labs Inc.

Catalin Cioloca
Catalin "Stendeck" Cioloca

Full Stack Engineer

David Berkman
David Berkman/

VP Engineering

Jim Blachman
Jim Blachman, CFA

Product Strategist

Jesse Jay Moore
Jesse "Jay" Moore

Chief Strategy Officer

Andy 'Reo' Shevtsov

Back End Engineer

Videh Seksaria
Videh Seksaria

Head of Analytics

Sidona Donose

Front End Engineer

Katie Oates
Katie Oates Junttila

Marketing

Jason R. Scott

Design Strategist

Jill Soley

Marketing

Jessica Elias

Finance Director

Holly Couden

Brand Ambassador

Stephanie Howard O'Brien

Brand Ambassador

Scott M. Guild

Advisor

Tobias Lee

Advisor

Catalin Cioloca
Catalin "Stendeck" Cioloca

Full Stack Engineer

David Berkman
David Berkman/

VP Engineering

Jim Blachman
Jim Blachman, CFA

Product Strategist

Jesse Jay Moore
Jesse "Jay" Moore

Chief Strategy Officer

Andy 'Reo' Shevtsov

Back End Engineer

Sidona Donose

Front End Engineer

Videh Seksaria
Videh Seksaria

Head of Analytics

Jason R. Scott

Design Strategist

Jill Soley

Marketing

Katie Oates
Katie Oates Junttila

Marketing

Jessica Elias

Finance Director

Dan Corde

Front End Engineer

Holly Couden

Brand Ambassador

Stephanie Howard O'Brien

Brand Ambassador

Scott M. Guild

Advisor

Tobias Lee

Advisor

Impact Labs: Institutional DNA

Impact Labs was founded by a team of finance & enterprise software veterans with decades of experience building and managing sophisticated investment products for institutional clients, including customized social-impact portfolios for universities, social & environmentally responsible mutual funds, endowments, pension funds and high net-worth individuals -- sophisticated investors -- who are laser focused on results, after taxes, fees & expenses.

We believe the most profitable, most client-centric and, if desired, most socially-selective way to invest is with fully customizable investment portfolios that are built from the ground-up in order to be:

① Fully transparent
② Return-, risk- & tax-optimized for each client's situation
③ Absent the extra fee & expense layers that are so prevalent today

Investing this way is not new. For decades, institutions and the elite, with 7, 8 or 9-figure investment portfolios, could afford the team of portfolio managers, analysts, accountants and experienced client service personnel necessary to successfully implement sophisticated and individually-tailored investment strategies.

By adding the latest automation, data analytics and simplifying design tools, Impact Labs made it accessable to the mainstream investor.

MODERN INVESTING: Individually-Optimized, Socially-Selective & Tax Smart

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©2018 IMPACTADVISOR LLC. All Rights Reserved.

IMPACT ADVISOR LLC ("ImpactAdvisor") is an investment advisor registered in California. This website should not be construed as a solicitation or offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement.

Past performance does not guarantee future results. Investment products are not FDIC insured, are not bank guaranteed and may lose value.