Jason R. Escamilla, CFA

Jason R. Escamilla, CFA is a seasoned finance professional with more than 25 years of experience in the industry. He is known for his innovative approaches to socially responsible investing and tax-efficient portfolio management. Escamilla holds a CFA charter since 1999 and completed his MBA at the prestigious Massachusetts Institute of Technology - Sloan School of Management. He also studied Economics at the University of California, Berkeley.

As the former CEO of Impact Labs Inc. and current CEO of ImpactAdvisor LLC, Escamilla is dedicated to developing tech-driven wealth management solutions that cater to modern-minded investors seeking to optimize returns, risk, and impact. His expertise in equity trading, research, and portfolio management has been instrumental in scaling the assets under management (AUM) of institutional investment portfolios managed by Seneca Capital to $10B+. He designed and implemented a fully integrated portfolio trading and rebalancing software that helped a small team manage hundreds of portfolios with only a 50% increase in headcount over five years.

Today, Escamilla and his team at Impact Labs and ImpactAdvisor provide investors with next-generation direct-indexing solutions that optimize for ESG, Vegan, and Equality values. They also offer a tax impacts optimizer that provides an unprecedented choice for values-driven investors seeking to align their investments with their personal values.