Modern Investing

Ultra-tailored; Tax-aware





IMPACTADVISOR Team
Registered Investment Professionals

Jason R. Escamilla, CEO
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 individual portfolios, including social-impact & 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, Senior Wealth Advisor
Michele Sine

Senior Wealth Advisor

Michele is the firm's lead Portfolio Manager & Sr. Wealth Advisor. She has 25+ 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.



Tucker Sine, Tax Advisor
Tucker Sine

Enrolled Agent · Tax Advisor

Tucker began his career more than 35 years ago at Morgan Stanley in Institutional Equity Sales Trading. He works on the Impact Institutional offering available to corporations, NGOs, CPAs & financial advisors as well as with high-net worth clients in need of IA's advanced diversification and tax-alpha-seeking products.

Technology Team at Impact Labs Inc.

Catalin Cioloca
Catalin "Stendeck" Cioloca

Full Stack Engineer

Jim Blachman
Jim Blachman, CFA

Product Strategist

Anthony Schmitz, CFA
Anthony Schmitz, CFA

Investment Strategist

David Berkman
David Berkman/

VP Engineering

Andy Reo Shevtsov
Andy "Reo" Shevtsov

Back End Engineer

Sidona Donose
Sidona Donose

Front End Engineer

Jason R. Scott
Jason R. Scott

Design Strategist
Catalin Cioloca
Catalin "Stendeck" Cioloca

Full Stack Engineer

David Berkman
David Berkman/

VP Engineering

Jim Blachman
Jim Blachman, CFA

Product Strategist

David Karbo
David Karbo

Business Development Analyst

Andy Reo Shevtsov
Andy "Reo" Shevtsov

Back End Engineer

Sidona Donose
Sidona Donose

Front End Engineer

Anthony Schmitz, CFA
Anthony Schmitz, CFA

Investment Strategist

Jason R Scott
Jason R. Scott

Design Strategist

ESG + Direct Indexing 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: investors who are laser focused on results, after taxes, fees & expenses.

We believe the most profitable, most client-centric 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 could afford the 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 mass affluent investor.

MODERN WEALTH MANAGEMENT: Responsible Investing, Redefined℠ & Tax Smart

Want to learn more?
Want to learn more?


IMPACTADVISOR LLC

MODERN INVESTING:
Ultra-tailored, Tax-aware wealth management
for individuals, business owners and retirees.



B Corp: ImpactAdvisor

655 Montgomery St, SF, CA 94111

(415) 860·5300   info@IMPACTADVISOR.com




Our Mission: We help people achieve their financial and personal goals, while maintainng by giving them the power to invest in companies that align with their values and passions.
To drive the adoption of sustainable investing into the mainstream to reduce CO₂ emissions.

IMPACTADVISOR ("ImpactAdvisor") is an investment advisor registered in California.
FINRA CRD# 175155 (Financial Industry Regulatory Authority / Central Registration Depository).

Our Tax Philosophy: Any tax-related advice provided to clients appropriately reflects the actual amount of income generated by the client over time; and the tax advice provided to a client for a jurisdiction appropriately reflects the actual operations of the client in that jurisdiction. Our specialty is in helping our clients shape and preplan events to reduce or eliminate tax liability within the parameters of the law.

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.

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