Customizable Impact

with First-of-a-Kind Socially-Responsible Portfolio-Generation Software

IMPACT LABS Team

Jason Escamilla, CFA

CEO

Jason began working on sustainable/social-impact portfolios more than 20-years ago for universities, social & environmentally responsible mutual funds, endowments, churches, 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 indivdual and institutional portfolios, many of custom social-impact and/or 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

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David Berkman

CTO

David built the custom portfolio construction and tax-loss harvesting engine at one of the original robo-advisors to achieved enterprise-scale, Active Index Advisors (AIA), co-founded by Burton Malkiel. AIA was subsequently acquired by Natixis Global Asset Management

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Catalin Cioloca

Full Stack Engineer

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Jim Blachman, CFA

Product Strategist

Jesse "Jay" Moore

Corporate Strategist

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Videh Seksaria

Head of Analytics

Katie Oates Junttila

Marketing

Jason R. Scott

Design Strategist

Jill Soley

Marketing

Andy 'Reo' Shevtsov

Engineer

Dan Corde

Front End Engineer

Tobias Lee

Advisor

Jessica Elias

Finance Director

Holly Couden

Brand Ambassador

Stephanie Howard O'Brien

Brand Ambassador

Kenneth Bok

ESG Analyst

Scott M. Guild

Advisor

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Catalin Cioloca

Full Stack Engineer

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Jim Blachman, CFA

Product Strategist

Jesse "Jay" Moore

Corporate Strategist

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Videh Seksaria

Head of Analytics

Katie Oates Junttila

Marketing

Jason R. Scott

Design Strategist

Jill Soley

Marketing

Andy 'Reo' Shevtsov

Engineer

Dan Corde

Front End Engineer

Tobias Lee

Advisor

Jessica Elias

Finance Director

Holly Couden

Brand Ambassador

Stephanie Howard O'Brien

Brand Ambassador

Kenneth Bok

ESG Analyst

Scott M. Guild

Advisor


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