The IMPACTADVISOR Team — Registered Investment Professionals
Private wealth management in San Francisco: ultra-tailored, tax-aware, fiduciary. Meet the team behind ImpactAdvisor LLC.
Jason Escamilla, CFA
CEO · Chief Investment Officer
I believe in the power of private enterprise to create positive change and built ImpactAdvisor to amplify those efforts.
We help high-tax-bracket investors achieve outcomes that matter to them through highly personalized, tax-optimized wealth strategies.
In 2014, I founded ImpactAdvisor to deliver highly personalized, tax-aware investing at scale. Our initial product offering — personalized indexing (direct indexing) — provided an unprecedented level of customization. This innovation was driven by technological advances both at ImpactAdvisor and throughout the industry's value chain.
I started my career on the buy-side at Seneca Capital in 1995, an institutional investment advisor that also managed customized portfolios for high-net-worth clients. I was responsible for equity trading, research, and portfolio management, including the design and implementation of our integrated portfolio trading and rebalancing software. This technology enabled us to scale assets under management 10x to $10B+ with only a 50% increase in headcount over five years, allowing our small team to manage a thousand portfolios with customizations for impact, compliance, and tax-efficiency.
Other expertise: multiple hedge-fund styles — long, short, and quantitative strategies — with an emphasis on deep-dive equity analysis.
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To balance the uncertainties in the markets, I strive for optimal tax strategy: a variable we can influence to boost net returns. I was a certified tax preparer at age 14 and today I regularly tinker with our tax bracket optimizer. I live in San Francisco with partner Vesna and our son, Milan.
30+ yrs in Finance • MIT MBA '02 • CFA Charterholder '99 • UC Berkeley '95 • Series 7 '92 • Certified Tax Preparer '87
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Michele Sine
Senior Wealth Advisor · Lead Portfolio Manager
Michele is the firm's lead Portfolio Manager and senior Wealth Advisor. She has 25+ years of experience in the financial services industry and extensive knowledge in portfolio management. Michele's career experience includes macroeconomic hedge fund Tiger Management, Montgomery Securities, and Seneca Capital Management.
She specializes in customized, tax-efficient wealth management for high-net-worth individuals.
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, and being outdoors — both hiking and playing tennis.
25+ years of experience • Stanford University
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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, managing Deloitte's West Coast real estate portfolio for eight years before moving to the service-provider side of the business, eventually holding national leadership positions with Cushman & 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.
In his free time, Tony enjoys spending time with his seven children and their families.
UC Berkeley: B.S. Mechanical Engineering · Oklahoma State: M.Ed. International Relations · Kaplan University: MBA, Finance
Tucker Sine
Tax Advisor
Tucker began his career as a CPA and transitioned to Wall Street more than 35 years ago at Morgan Stanley in institutional equities. He is currently an IRS Enrolled Agent — as Thomas R. Sine, Enrolled Agent, in San Rafael, CA — where he separately provides tax preparation as an unrelated activity. At ImpactAdvisor he consults with our clients on tax strategy and optimizing after-tax returns.
Lehigh University: B.S. Accounting · Series 7 (prior broker-dealer employment)
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