Align your investments with your worldview

Fully personalized, tax-smart wealth management

IMPACT ADVISOR Professionals

Jason Escamilla, CFA

CEO / CIO

Jason started his career more than 20-years ago on the Equity Team at Seneca Capital, an institutional investment advisor managing foundations, pension funds, etc. plus custom-tailored socially responsible mutual funds and portfolios for individuals. In addition to equity trading, research and portfolio management, he designed & implemented the firm’s portfolio management software system allowing a small team to manage hundreds of portfolios, many of which optimized for social-impact and/or tax-efficiency.
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 one of the firm's Portfolio Managers. 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

Full Stack Engineer

David Berkman/

VP Engineering

Jim Blachman, CFA

Product Strategist

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Videh Seksaria

Head of Analytics

Katie Oates Junttila

Marketing

Jason R. Scott

Design Strategist

Kenneth Bok

ESG Analyst

Jessica Elias

Finance Director

Tobias Lee

Advisor: Marketing

Scott M. Guild

Strategic Advisor

Holly Couden

Brand Ambassador

Stephanie Howard O'Brien

Brand Ambassador


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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.
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