About

I invest in people and organizations that make the world a better place.

Background:
Driven, creative, multi-faceted investments and philanthropy executive, Kauffman Fellow, Youn Fellow, strategic advisor, entrepreneur. I began my career as an investment banker on Wall Street, where I honed my broad financial expertise in corporate finance across debt and equity products, credit and loan syndication, equity research, capital markets, and mergers and acquisition, working with corporate clients ranging from small early-stage companies to Fortune 500 conglomerates. My investment management and philanthropy roles have allowed me to use those financial skills to drive positive impact through investing. Thrive in ambiguity, driven by results, a lifelong learner with insatiable curiosity and uncompromising ethics, I empower others to succeed as a leader and strategic advisor.

Objective:
Create value by leveraging my strategic, financial, operational, and investing skills to leave a lasting, measurable, positive impact on organizations and people I am connected with.

Specialties: impact investing, venture capital, private equity, corporate finance, mergers and acquisition, management consulting, corporate strategy, negotiations, foundations, endowments, board member, governance, nonprofit, philanthropy, portfolio management, executive leadership, entrepreneurship, impact measurement and metrics, accelerators, advisory boards, NGOs, startups, diversity & inclusion, ESG, conference speaker, innovation, investment management

Experience

	Founder & CEO Kind Capital · Full-time Feb 2020 – Present · 4 yrs 8 mos Your go-to partner for impact investing. Kind Capital is comprised of a team of experienced leaders with deep strategic, operational, investing and domain expertise coming together with one shared mission: profitably driving scalable, sustainable impact to make the world a better place for all.
	Board Member Global Communities Apr 2020 – Present · 4 yrs 6 mos · Bethesda, Maryland, United States Volunteering my skills to support a leading NGO to serve vulnerable communities globally. – Vice Chair of Board – Chair of Ethics Committee – Member of Investment Committee
	Founder Potencity Jan 2019 – Present · 5 yrs 9 mos · Greater New York City Area Potencity is a social venture founded to match diverse talent with opportunities.

Education

	Northwestern University – Kellogg School of Management Executive MBA, General Management 2011 – 2013
	Yale University BA, Economics and East Asian Studies 1993 – 1997

Licenses & Certifications

	Series 65 FINRA Issued Nov 2022
	Series 79 FINRA Issued Feb 2022