Advisors at this firm
William B
Series 65
Rockville, MD
Impact Capital, LLC
William Bancroft is a financial advisor at Impact Capital, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at Impact Capital since 2018. His prior experience includes roles at PAGNATOKARP and Convergent Wealth Advisors. Impact Capital manages approximately $240 million for around 100 clients, primarily individuals and high-net-worth individuals. The firm provides discretionary portfolio management, financial planning, and pension consulting, with an investment approach that emphasizes long-term trading supported by fundamental, quantitative, and technical analysis.
Dawn P
Series 63, Series 65
Rockville, MD
Impact Capital, LLC
Dawn Page is a financial advisor at Impact Capital, LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at PagnatoKarp Partners, Convergent Wealth Advisors, and Cresset Capital. Impact Capital manages approximately $240 million for about 100 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management, financial planning, and pension consulting, using a long-term investment approach supported by fundamental, quantitative, and technical analysis.
Daniel C
Series 63, Series 65
Rockville, MD
Impact Capital, LLC
Daniel Cohen is a financial advisor with Impact Capital, LLC in Rockville, MD, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Impact Capital since 2018 and previously held roles at Ameriprise Financial Services, Kestra Financial Services, and NFP Securities. Outside of his advisory work, Cohen serves as a Tax Manager at E. Cohen and Company, CPAs, where he is involved in tax return preparation and tax planning. Impact Capital manages approximately $240 million for around 100 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management, financial planning, and pension consulting, using a long-term trading approach supported by fundamental, quantitative, and technical analysis tailored to each client’s goals and risk tolerance.
