Our Team
Our team empowers investors to create authentic, long-lasting social and environmental change – one impact investment at a time.
Executive Leadership
Adam Rein
CEO, CIO, and Co-Founder
Day job
Help lead the CapShift team including overseeing our investments.
Life Before Capshift
I spent a decade focused on climate investing as a Managing Director for MissionPoint Partners and climate startups as a co-founder of Altaeros and Greentown Labs.
I believe
Over $1.5 trillion of charitable investment assets in DAFs and foundations – of which less than 1% is estimated to be invested in private impact opportunities today – has massive untapped potential to solve our global challenges.
Secret talent
Planning totally unique birthday activities.
Guilty pleasure
Black licorice.
Liz Sessler
Chief Operating Officer and Co-Founder
Day job
I do a little bit of everything – like a Swiss Army Knife. I primarily focus my time on our technology platform, our donor advised fund provider clients, and making us a stronger organization.
Life Before Capshift
Co-founder and Senior VP at ImpactUs Marketplace LLC, head of innovation at Enterprise Community Partners, and loads of front lines expertise gained at Calvert Impact Capital and working internationally to connect small and growing businesses with capital and technical assistance.
I believe
That people have more opportunities than they realize to change the world they live in – and consciously deciding how to invest your capital is an important one.
Secret talent
Tackling home improvement projects in my spare time.
(My super-secret secret is that this is a talent I am actively cultivating by googling and watching lots of YouTube home improvement videos!)
Guilty pleasure
Solo traveling with my camera.
Team
HALEY AUBUCHON-JONES
Senior Manager, Marketing
Day job
Bringing CapShift’s brand to life through digital campaigns and enhancing our online presence.
Life Before Capshift
Marketing and communications manager at Public Responsibility in Medicine and Research.
I believe
That even a few dedicated people can change the world.
Secret talent
Paper crafting – scrapbooking, collage, art journaling – I’ve tried almost all of it.
Guilty pleasure
Walking the long way or sitting in the car to sneak in a few extra minutes of an audiobook.
Craig Buchanan
Manager, Business Development
Day job
I guide institutions and individuals through the complex process of impact investing, helping them understand where and how to leverage CapShift’s suite of services.
Life Before Capshift
Senior account manager and ESG investment committee member for Newfront Retirement Services plus a role in sales and marketing at USI Consulting Group.
I believe
In bringing hope and restoration to the brokenness in our world.
Secret talent
Making homemade guacamole, lobster diving, overconfident singing and dancing.
Guilty pleasure
Surfing, breakfast burritos, and country music.
Bochu Ding
Manager, Product and Growth
Day job
Our clients’ strongest internal advocate. I lead us in exploring our users’ needs and pain points — and building solutions that are just what they’re looking for.
Life Before Capshift
Ethnographic researcher by training, with a focus on emotion, technology, and media. All things user experience for a communications design practice serving purpose-driven organizations.
I believe
In advancing bold ideas built by and for the people.
Secret talent
Waking up at 2 a.m. to write down an idea in the Notes app (some are better than others).
Guilty pleasure
Double-, triple-, or quadruple+ texting.
Dan Geist
Managing Director, Finance and Operations
Day job
CapShift’s maestro of finance and operations, orchestrator of transactions, mobilizer of money, and all-around conductor of behind-the-scenes processes.
Life Before Capshift
Derivatives, hedge funds, and operations… oh my!
I believe
Collaboration is a beautiful process that empowers us to come up with impactful solutions as we work towards a greater good for all.
Secret talent
Making costumes and props for my kids.
Guilty pleasure
Lake life, coaching sports, and ice cream… lots of ice cream!
Garima Gupta
Manager, Impact Investments
Day job
Advising CapShift’s donor advised clients and financial advisers to unlock their potential to use capital for good and make a global impact.
Life Before Capshift
Analyst for the Responsible Asset Allocation Initiative at New America Foundation and mergers & acquisitions lawyer for global investors focused on emerging markets.
I believe
Values aligned and mission driven people can mobilize capital for purpose.
Secret talent
Traveling super light.
Guilty pleasure
I like to indulge in a tiramisu whenever it’s on the menu and expand my collection of bar coasters.
Vivian Lee
Director, Product and Operations
Day job
I oversee CapShift’s technology products and operations, making sure our systems run smoothly to enable the mobilization of more capital at scale.
Life Before Capshift
Loads of operational expertise gained at social enterprises Wedu and Rags2Riches preceded by a spell as a management consultant.
I believe
That capital directed towards the most impactful opportunities and changemakers can be truly catalytic for the social and environmental change we need to see in the world.
Secret talent
Karaoke, downing unlimited chips & salsa, falling asleep within 3 minutes once I put my head down.
Guilty pleasure
Live music outdoors, potato chips and Top Notch onion rings, and a refreshing dip in the pool/ocean/creek.
Abby Melagrano
Community and Partnerships Associate
Day job
CapShift’s connective tissue – responsible for sales enablement and analytics, community-building initiatives, event support, recruiting and onboarding, and all things team culture.
Life Before Capshift
Nonprofit consulting and social entrepreneurship experience gained through positions at the Social Innovation Forum and Ashoka Indonesia, preceded by interning with the Rian Immigrant Center and Arrowood LLP.
I believe
Directing capital to those most proximate is the best way to tackle social and environmental issues.
Secret talent
Learning new languages, including Spanish, Arabic, Indonesian, and Italian (although everything but English is currently rusty).
Guilty pleasure
Backpacking and camping trips while the weather cooperates in New England – accompanied either by friends, or a dozen teens when working as a summer camp counselor.
Javier Monterroso
Senior Director, Impact Investments
Day job
I lead CapShift’s sourcing strategy and perform due diligence of private investments. The best part of my day is learning about interesting impact opportunities and speaking with founders and managers.
Life Before Capshift
Senior Project Officer at The Trust for the Americas – Organization of American States and Founder of The Migrant Peacebuilding Project
I believe
Cross sector partnerships are necessary to work towards the UN Sustainable Development Goals.
Secret talent
Memory games and techniques – I can memorize up to 42 objects and name them in any order!
Guilty pleasure
Marathons, scuba diving, and reggaeton.
Will Mucci
Managing Director, Impact Investments
Day job
Managing CapShift’s impact investment due diligence process, investment buy lists, and investment monitoring capabilities.
Life Before Capshift
Senior associate at HarbourVest Partners and consulting expertise honed at Cambridge Associates.
I believe
That investment and market forces are our greatest tools for creating systems-level change.
Secret talent
College football trivia, including naming each mascot of every division 1 team.
Guilty pleasure
Pizza, cribbage, and obscure history podcasts (Age of Napoleon is my current favorite!).
Rasika Parkhi
Manager, Impact Investments
Day job
Sourcing and diligencing impact investment and recoverable grant opportunities and also monitoring their impact through the annual impact reporting process.
Life Before Capshift
Financial auditor at KPMG. Non-profit strategy and fundraising at Teach For India.
I believe
Well-intentioned, impact-minded, resource-owning people can kick-start change. However, systemic re-design is the only way for change to scale and sustain.
Secret talent
I’m trained in the Indian classical dance form called ‘Kathak’
Guilty pleasure
Celebrity memoirs, long walks with a podcast on, and a good garlic bread!
Jacques Perold
Board Chair and Co-Founder
Day job
Setting strategic vision for the organization and directing and managing our team at CapShift.
Life Before Capshift
President of Fidelity Management & Research Company, President and Chief Investment Offcier of Geode Capital Management, LLC, and many years in a variety of leadership positions at Fidelity Investments.
I believe
In the power of leveraging private and philanthropic capital to spur innovation and catalyze high impact change.
Secret talent
Syrup producer.
Guilty pleasure
Cadbury chocolate bars and suspense TV.
Jordana Fremed Pleat
Managing Director, Impact-First Investments
Day job
Helping CapShift’s clients authentically support organizations with the greatest impact.
Life Before Capshift
Consultant at the The Bridgespan Group and CFO of Kunduz.
I believe
That philanthropic capital is a powerful tool to test, innovate, and take risks in pursuit of transformative impact.
Secret talent
Cooking for crowds of 2 or 25+, and nothing in between.
Guilty pleasure
Long walks and weekend adventures with my husband and two rescue dogs.
Linda Sanchez
Senior Director, Client Experience
Day job
I’m here to serve as an extension of our clients’ team – understanding and supporting their priorities, strengthening our partnership, and exceeding expectations.
Life Before Capshift
Director of account management and ESG program manager at NationSwell, VP of investment solutions at Camden Asset Management LP, and a rotation working with Teach for America.
I believe
Innovative and collaborative partnerships can help connect capital to the those looking to help address the vast and persistent issues we face as a society.
Secret talent
My ability to take 10-minute power naps anywhere and at any time.
Guilty pleasure
Going on long neighborhood walks with my dog while listening to a podcast or any dessert à la mode.
Sydney Schnitzer
Manager, Client Experience and Impact
Day job
Helping clients to deploy their capital in alignment with their values and passions – including all things portfolio construction, asset allocation, manager selection – and into investments that make a positive impact on people and planet.
Life Before Capshift
Senior investment associate at Cambridge Associates supporting mission and impact driven endowments and foundations in aligning assets with their mission and impact objectives.
I believe
We all have the potential to make a positive impact on the world around us, whether that be by investing your capital in impact opportunities or by being hands on in your own community – we each have the power for good, big or small!
Secret talent
Puzzles, song recognition, finding the best coffee shops and restaurants in new cities.
Guilty pleasure
An early morning spent outside with an iced coffee and a good book (recently fantasy!).
Jesse Simmons
Managing Director, Client Experience and Impact Investments
Day job
As CapShift’s head of investment research, I help our clients build higher impact portfolios and support our advisor partners in becoming impact experts.
Life Before Capshift
Senior investment analyst and impact advisor at Align Impact, consulting know-how gained at Dalberg Global Development Advisors, and a stint at the World Bank.
I believe
Capital markets divorced from values have helped lead us into the inequitable and environmentally degrading world we see today. Integrating people and planet into investment decisions can mobilize the power of investable capital to help remedy these challenges.
Secret talent
Cooking veggie-based meals with whatever might be left in the fridge.
Guilty pleasure
Reading twitter 😐 Roughly split between political economy articles and basketball analytics.
Lanson Tang
Manager, Investment Operations
Day job
Keeping the gears running smoothly behind the scenes, from implementing private impact investments to taking out the trash and recycling.
Life Before Capshift
Served as the primary point of contact for several decades-old client relationships at a venerable private wealth management firm; delivering responsive and flexible white-glove service to advisors, family offices, trusts, and foundations.
I believe
“We don’t notice that the body is nothing more than a box – a parcel for delivering our personality, thoughts, beliefs and intentions to this world,” and that you can actively choose to bring affirmation and joy (even in little ways!) to the people around you every day!
Secret talent
Vacuuming, organizing fun activities, and helping others see/appreciate the beauty in the mundane.
Guilty pleasure
Hosting decadent weekend pancake brunches with Vermont buckwheat honey and loads of berries from Costco!
Jacob Turville
Senior Associate, Product Management
Day job
Helping to build and maintain Capshift’s technology products to empower users to deploy capital for impact.
Life Before Capshift
Do-it-all product person at early-stage tech startup, Finlit, and Donor Advised Fund and community foundation researcher at University Impact at Brigham Young University.
I believe
The biggest thing preventing people from deploying their capital for good isn’t lack of desire, but not having the tools and know-how to do so.
Secret talent
Dancing – I’m a sneaky good dancer.
Guilty pleasure
Eating spoonfuls of Nutella directly from the jar.
Angela Wang
Senior Associate, Impact Investments
Day job
Source, diligence and monitor investments across debt, equity, funds and recoverable grants. Serve CapShift clients with promising and thesis-aligned opportunities in the impact investing market.
Life Before Capshift
Consultant at an international finance corporation and Investment Associate at Tarrson Impact Investment Fund.
I believe
It’s possible to do good and do it well.
Secret talent
Bonding with 2–7-year-olds, after taking care of my two siblings who are ~20 years younger than me.
Guilty pleasure
The hour-long, podcast-like voice notes that my friends and I send to each other to share our life updates.
Join CapShift
Are you passionate about the role that impact capital can play in empowering people and improving our planet?
Come join our team!
