From my earliest memories, I have always been inspired by the power of new ideas as a force to drive change.

​Innovation, to me, is not an abstract concept but a living force that shape people’s futures. I believe small businesses and entrepreneurs are the backbone of America — driving our economy, embodying our ideals, and giving individuals a chance at something better. My own journey stands as proof that when curiosity, discipline, and purpose align, innovation is a key that unlocks opportunities that elevate not just an individual or a company, but entire communities. 

​​This conviction has guided me through decades of investing across healthcare, technology, energy, finance, and consumer sectors. Whether evaluating next-generation technologies, biotechs, medical devices, alternative energy platforms, or breakthrough digital and financial technologies, I have sought to identify and nurture the ideas capable of creating real, lasting change. I bring this passion to both public and private markets — at home in the U.S. and across the globe — because transformational innovation knows no borders. 

What sets my research, analysis and investment approach apart is recognizing that markets are powered as much by people as by numbers. Drawing on my challenging upbringing, my formal training at Wharton, and decades of investing experience, I’ve built a discipline around behavioral finance and investor psychology — understanding how investors think, how founders behave under pressure, and how biases, incentives, and narratives shape outcomes. By analyzing not only the fundamentals but also the human factors behind them, I strive to see risks and opportunities others might overlook. This blend of insight into innovation and insight into people is my “secret sauce.”
For me, financial success has never been an end in itself. It carries an obligation to give back. Long before “impact investing” became a buzzword, I made a personal pledge that any gains achieved through my work would help build stronger, healthier communities. At Kadima Sun, minimum 1% of the general partner’s annual net profits — never client funds — are directed each year to charitable causes that benefit wide swaths of society in our nation and globally. 

​This is not a marketing exercise; it is a built-in principle that reflects how I view leadership and stewardship of capital. Those who have partnered with me — entrepreneurs, investors, nonprofit leaders — know that this is more than a philanthropic checkmark. It is a lived principle. I take the same rigor, research, and long-term perspective that I apply to investing and bring it to charitable giving, seeking out efforts with proven impact, strong governance, and the ability to scale their good work. 

Ultimately, everything I do — including mentoring founders, established management and global business leaders, funding disruptive ideas, or directing profits to critical causes — all flows from a single aim: to harness the power of innovation and capital for enduring, positive impact.

At Kadima Sun, this means not just seeking alpha, but seeking alignment between financial success and societal progress. That alignment, in my view, is the true measure of a life’s work.

​This passion makes investing more than just work a job it is part of my life’s passion driving maximum effort.