William Bancroft is a financial advisor at Impact Capital, LLC with 24 years of industry experience. He has held positions at Impact Capital since 2018 and previously worked at PagnatoKarp from 2016 to 2018. Bancroft holds a Series 65 designation. Impact Capital provides discretionary portfolio management, pension consulting for employee benefit plans, and financial planning to individual and high-net-worth clients. The firm uses a multi-method investment approach combining fundamental, quantitative, and technical analyses with modern portfolio theory.

Dawn Page is a financial advisor at Impact Capital, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has worked at Impact Capital since 2021 and previously spent five years at PagnatoKarp Partners. Impact Capital provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm uses a multi-method investment approach, including fundamental, quantitative, and technical analysis, and offers tailored Investment Policy Statements with monthly reporting through approved custodians.

Daniel Cohen is a financial advisor at Impact Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previous work experience with Ameriprise Financial Services and Kestra Financial Services. In addition to his advisory role, Cohen works as a Tax Manager at E. Cohen and Company, CPAs, where he has been involved in tax return preparation and planning since 2011. Impact Capital provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm employs a diversified investment approach combining fundamental, quantitative, technical, and modern portfolio theory analyses, and focuses on long-term trading across various asset classes.