Align your investments with your worldview

Fully personalized, tax-smart wealth management

IMPACT ADVISOR Professionals

Jason Escamilla, CFA


Michele Sine

Portfolio Manager

Jesse (Jay) Moore/

Chief Strategy Officer

Tucker Sine

Sr. Advisor / Bus. Dev.

Technology, Design & Marketing at Impact Labs Inc.

Catalin Cioloca

Full Stack Engineer

David Berkman/

VP Engineering

Jim Blachman, CFA

Product Strategist

Videh Seksaria

Head of Analytics

Katie Oates Junttila


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

Want to learn more?

©2017 ImpactAdvisor LLC. All Rights Reserved.

ImpactAdvisor 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.