We help investors make better decisions for the long-term.

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 and senior Wealth Advisor. She has 25+ years experience in the financial services industry, and extensive knowledge in portfolio management. Michele’s career experience includes macroeconomic hedged fund Tiger Management, Montgomery Securities, Seneca Capital Management.

Tony Belli

Business Development

Tony began his career in the United States Air Force where he spent 15 years as a pilot and instructor Pilot. In 2004 he transitioned to corporate real estate where he managed Deloitte’s West Coast real estate portfolio for eight years before moving on to the service provider side of the business, eventually holding national leadership positions with Cushman and Wakefield and Jones Lang Lasalle. In addition to advising clients, Tony is also the Director of Finance and Operations for a boutique law firm in the San Francisco Bay Area.

Tucker Sine

Enrolled Agent · Tax Advisor

Tucker began his career as a CPA and then transitioned to Wall Street more than 35 years ago at Morgan Stanley in institutional equities. He is currently an IRS enrolled agent, advising individuals and small businesses with tax advice and preparation. He consults with our clients on tax strategy, and optimising after-tax return.

Technology Team at Impact Labs Inc.

Catalin "Stendeck" Cioloca

Full Stack Engineer

Jim Blachman, CFA

Product Strategist

Anthony Schmitz, CFA

Investment Strategist

David Berkman/

VP Engineering

Andy "Reo" Shevtsov

Back End Engineer

Sidona Donose

Front End Engineer

Catalin "Stendeck" Cioloca

Full Stack Engineer

David Berkman/

VP Engineering

Jim Blachman, CFA

Product Strategist

David Karbo

Business Development Analyst

Andy "Reo" Shevtsov

Back End Engineer

Sidona Donose

Front End Engineer

Anthony Schmitz, CFA

Investment Strategist

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?

IMPACTADVISOR LLC

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

2030 Union St, Ste 205
San Francisco, CA 94123

655 Montgomery St, SF, CA 94111 (by appointment)

(415) 860·5300 info@IMPACTADVISOR.com

Our Mission is to be the most valuable resource in helping our clients manage their financial objectives. As for impact, we seek to drive the adoption of sustainable investing into the mainstream while aiming for superior after-tax returns.

IMPACTADVISOR ("ImpactAdvisor LLC") 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 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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Technology Team at Impact Labs Inc.

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