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 Research & Advisory work.
Life Before Capshift
Managing Director for MissionPoint Partners, co-founder of Altaeros and Greentown Labs, and a turn as a strategy consultant at Bain & Company.
I believe
The over $1 trillion of charitable investment assets in DAFs and foundations – of which less than 1% is estimated to be deployed in private impact funds today – has massive potential to help solve our global challenges.
Secret talent
Planning totally unique birthday activities.
Guilty pleasure
Black licorice.
Liz Sessler
Chief Operating Officer
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
Digital Marketing Manager
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
Sharing CapShift’s story with financial institutions, advisors, funds, and philanthropic families, in order to build partnerships that catalyze charitable capital towards impact investing.
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, growing a moustache, and shamelessly awful singing and dancing.
Guilty pleasure
Surfing, breakfast burritos, and country music.
Bochu Ding
Senior Associate, Product Design & Research
Day job
I seek out and champion the big ideas that put people and planet first, with a special focus on recoverable grants and impact-first opportunities.
Life Before Capshift
A mixed bag: energy and climate consulting at 3Degrees, founding and managing a multi-media storytelling practice, and 8+ years of experience as a student journalist.
I believe
Human-centric solutions — created for and by the people — can bring forth genuine, measurable change for the communities around us and the planet we inhabit.
Secret talent
Sneaking anthropological theory into conversations — much to the chagrin of just about everyone else.
Guilty pleasure
Sending unprompted, unsolicited, and — frankly — underappreciated photos of sunsets to friends and family.
Dan Geist
Managing Director, Finance and Operations
Day job
CapShift’s maestro of 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
Grab a good tiramisu wherever I can & add to my collection of coasters from bars.
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 and database management. The best part of my day is finding great and interesting impact opportunities, 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
Half marathons.
Will Mucci
Senior Director, Public Investments
Day job
CapShift’s lead on all things related to liquid investments, including asset allocation, manager selection, and portfolio construction.
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!).
Jay Nolan
Managing Director, Business Development
Day job
I’m CapShift’s chief prospector, impact adoption advocate, and leader of our dynamic approach to selling change.
Life Before Capshift
Extensive sales and relationship management expertise gained in leadership roles at Just Invest, RiverNorth Capital, Cambridge Associates, Glenmede Trust Company, and Pitcairn.
I believe
That the best moments in life are experienced outside.
Secret talent
Staying connected to people from every stage of my journey.
Guilty pleasure
Running in the rain followed by a pint of Ben & Jerry’s (almost any flavor).
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
Keeping the impact in impact investing across CapShift’s sourcing, due diligence, and reporting for our recoverable grant and investment programs and services.
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 partner 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.
Angie Santo-Walter
Managing Director, Marketing
Day job
CapShift’s master storyteller, brand visionary, and messaging guru responsible for all our strategic marketing and outreach programs.
Life Before Capshift
A long stretch with Russell Investments’ institutional business in a variety of marketing, sales enablement, and sales leadership roles.
I believe
In the power of capital to change the world.
Secret talent
Finding new and exciting ways to injure myself while playing sports / being active / vacationing.
Guilty pleasure
Warm chocolate chip cookies, a sunny back porch, and a beach read…bliss.
Jesse Simmons
Managing Director, Research and Advisory
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
Senior Investment Operations Associate
Day job
Keeping CapShift’s gears running smoothly behind the scenes.
Life Before Capshift
Managed long-term relationships and administrated wealth advisory accounts, trusts, and foundations at Fiduciary Trust Company, a Boston-based private wealth management firm.
I believe
Impact is a mentality, and you can choose to make purposeful decisions every day that have the potential to bring affirmation and joy (even in little ways!) to the people around you.
Secret talent
Vacuuming. Hydration. Appreciating the beauty in the mundane.
Guilty pleasure
Weekend pancake brunch with buckwheat honey and loads of berries from Costco, then sleeping it off in a hammock afterward!
Jacob Turville
Product Management Associate
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.
Join CapShift
Are you passionate about the role that impact capital can play in empowering people and improving our planet?
Come join our team!
