Responsible Investing, Redefined — by each client

We believe in the power of business: our greatest force for creating a better tomorrow.

The IMPACT Labs Team

About Us -- Institutional DNA


We are a team of finance & enterprise software professionals.

We have decades of experience managing customized social-impact portfolios for universities, social & environmentally responsible mutual funds, endowments, pension funds and high net-worth individuals: institutional clients who are laser focused on results, after taxes, fees & expenses.

We believe the most profitable, most client-centric way to invest is with fully customized, separately managed accounts:

①   Return: maximized, after fees & taxes
  
②   Risk: optimized
 
③   Impact: quantified



Institutions and the elite can afford the portfolio managers, analysts, accountants and tax & estate expertise necessary to implement individually-tailored investment strategies.

We made it accessable to the mainstream investor through the latest automation, data analytics and simplifying design tools.

We call it MODERN INVESTING: Responsible Investing, Redefined — by each client.

Our Mission is to make Modern Investing available to everyone.

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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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Catalin "Stendeck" Cioloca

Cofounder · Full Stack Engineer

Catalin “Stendeck” Cioloca is a cofounder and Full Stack Engineer with expertise in designing application architecture, training new developers, choosing the right technology and implementing new features helps ensure the web product has the maximum performance and user experience for the Impact Labs customer base.

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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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Jim Blachman, CFA

Product Strategist

Anthony Schmitz, CFA

Investment Strategist

Andy 'Reo' Shevtsov

Back End Engineer

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Jesse "Jay" Moore

Strategy

Sidona Donose

Front End Engineer

Jason R. Scott

Design Strategist

Jim Blachman
Jim Blachman, CFA

Product Strategist

Anthony Schmitz, CFA

Investment Strategist

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Jesse "Jay" Moore

Strategy

Andy 'Reo' Shevtsov

Back End Engineer

Sidona Donose

Front End Engineer

Scott M. Guild

Advisor

Katie Oates Junttila

Marketing

Jason R. Scott

Design Strategist

Jill Soley

Marketing

Tobias Lee

Advisor


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Customizable Impact, Quantified: IMPACTx

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We believe in the power of business: our greatest force for creating a better tomorrow.
Responsible Investing, Redefined

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