doctype html Customizable IMPACT LABS | Empowering High Performance Wealth Management: Socially-Selective; Tax-Smart

Customizable Impact

with First-of-a-Kind Impact & Socially-Selective Portfolio-Generation Software

The IMPACT LABS Team

Our Background

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, we made it accessable to the mainstream investor.

We call it MODERN INVESTING: Individually-Optimized, Socially-Selective & Tax Smart

Our Mission is to make Modern Investing available to everyone.

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 has over 20 years of experience building teams and architecting highly distributed web-scale platforms for industries as diverse as mobile gaming, supply chain management & asset management. He 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 "Stendeck" Cioloca

Full Stack Engineer

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Jim Blachman, CFA

Product Strategist

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Jesse "Jay" Moore

Chief Strategy Officer

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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 "Stendeck" Cioloca

Full Stack Engineer

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Jim Blachman, CFA

Product Strategist

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Jesse "Jay" Moore

Chief Strategy Officer

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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

Scott M. Guild

Advisor


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Impact Labs Inc.
Empowering High Performance Wealth Management

Our Mission is to make Modern Investing available to everyone.
Modern Investing: Individually-Optimized, Socially-Selective + Tax Smart

©2017 IMPACT LABS INC. All Rights Reserved.