Modern Wealth Management

Fully personalized, tax-smart

IMPACT ADVISOR
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 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.

Jason Gailes
Jason Gailes

Institutional Sales · Bus. Dev.

Jason has more than 20 years of investment experience, initally with Lehman Brothers in Equity Sales and Trading in 1997.

Tucker Sine

Institutional Sales · Bus. Dev.

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

Investment Strategist

David Berkman
David Berkman/

VP Engineering

Andy "Reo" Shevtsov

Back End Engineer

Sidona Donose

Front End Engineer

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

Anthony Schmitz, CFA

Investment Strategist

Andy "Reo" Shevtsov

Back End Engineer

Sidona Donose

Front End Engineer

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 -- 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 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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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.

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