CapShift is an investment firm that offers financial advisors, funding, endowments and business solutions for small and mid-sized companies.

Finance

Hedge Funds

Venture Capital

CapShift

CapShift's headquarters in West Newton, MA, United States

Adam Rein

Will Mucci

Jacob Turville

Jesse Simmons

Liz Sessler

Jacques Perold

The Leadership Team at CapShift is responsible for setting the strategic direction and vision of the firm, ensuring alignment across all departments. They oversee key operations, foster innovation in investment solutions, and cultivate partnerships with financial advisors and businesses to drive growth and deliver value to clients. This team plays a critical role in shaping company culture and navigating the competitive landscape of investment management.

Leadership Team

The Impact Investments Team at CapShift specializes in identifying and managing investment opportunities that generate positive social and environmental outcomes while delivering competitive financial returns. This team collaborates with financial advisors, endowments, and business leaders to integrate impact-first strategies into their portfolios, ensuring alignment with broader impact goals and sustainability criteria.

Impact Investments Team

This department focuses on identifying and managing investments that generate measurable social and environmental benefits alongside financial returns.

Impact Investments

This department oversees investment strategies, operations, and consultancy services to optimize asset management.

Investment Management

This department defines the strategic direction and governance of the organization.

Executive Leadership

This department manages relationships with investors and oversees board activities.

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CapShift

Org chart

Board & advisors

Teams

Leadership Team

Impact Investments Team

Impact Investments

Investment Management

Executive Leadership

Investment Oversight

Offices

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CapShift

Org chart

Board & advisors

Teams

Leadership Team

Impact Investments Team

Impact Investments

Investment Management

Executive Leadership

Investment Oversight

Offices

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