Modern Investing

Ultra-tailored; Tax-aware

Registered Investment Professionals

Jason R. Escamilla, CEO
Jason Escamilla, CFA


Jason has decades of experience building and managing customized portfolio solutions, initially for endowments, universities, socially responsible mutual funds, churches, taxable HNW families, 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 individual portfolios, including social-impact & 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

Michele Sine

Senior Wealth Advisor

Michele is the firm's lead Portfolio Manager and senior Wealth Advisor. She has 25+ years experience in the financial services industry, and extensive knowledge in portfolio management. Michele’s career experience includes macroeconomic hedged fund Tiger Management, Montgomery Securities, Seneca Capital Management.

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 where he managed Deloitte’s West Coast real estate portfolio for eight years before moving on to the service provider side of the business, eventually holding national leadership positions with Cushman and 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.

Tucker Sine

Enrolled Agent · Tax Advisor

Tucker began his career as a CPA and then transitioned to Wall Street more than 35 years ago at Morgan Stanley in institutional equities. He is currently an IRS enrolled agent, advising individuals and small businesses with tax advice and preparation. He consults with our clients on tax strategy, and optimising after-tax return.

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We help our clients achieve their financial and personal goals, while giving them the power of choice to invest in alignment with their own mission statement.
Our Mission: To drive the adoption of sustainable investing into the mainstream, while aiming for superior after-tax returns.

IMPACTADVISOR ("ImpactAdvisor") is an investment advisor registered in California.
FINRA CRD# 175155 (Financial Industry Regulatory Authority / Central Registration Depository).

Our Tax Philosophy: Any tax-related advice provided to clients appropriately reflects the actual amount of income generated by the client over time; and the tax advice provided to a client for a jurisdiction appropriately reflects the actual operations of the client in that jurisdiction. Our specialty is in helping our clients shape and preplan events to reduce or eliminate tax liability within the parameters of the law.

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