Sum Advisory, LLC

www.sumadvisory.com

Sum Advisory, LLC is a consulting services firm that offers advice to start-ups, large companies and investors, primarily in the medical industry. We advise on all aspects of business, including finance, operations, fundraising, strategy, technology/clinical program evaluation and business development. We were founded in 2006 and incorporated in 2017. The Greek symbol ∑ is used to denote a sum in mathematics. For us, it is emblematic of our approach to giving what we believe is wise advice by “summing up” a variety of wide-ranging and often confounding inputs and factors to reach a conclusion. We use a combination of highly analytical thinking, combined with significant experience and strong intuition to find the non-obvious answers. We pride ourselves on our ability to “see around corners”. Today, our advisory services are provided primarily by Barry Cheskin. Barry has over 25 years of general management experience in the medical device business and many years of Board experience. Most recently, he was Co-Founder, President & CEO of accommodating intraocular lens start-up, PowerVision, which he sold to his largest competitor, Alcon, in 2019. Prior to PowerVision, he was President & CEO of nanotechnology-based medical battery start-up, NanoGram Devices, which he sold to his largest competitor, Wilson Greatbach, in 2004. Prior to that, he was President & CEO of minimally invasive cancer device start-up RITA Medical Systems, which he took public in 2000. Before being a start-up CEO, he was Division President/Corporate Vice President at public cardiology-focused medical device company, Datascope. Earlier in his career, he served as a Senior Associate at international management consulting firm, Booz, Allen and Hamilton, and as an engineer at various medical device and other companies. He holds a B.S. and M.S. in Mechanical Engineering from MIT and Stanford, respectively, and an MBA from Columbia Business School.

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Sum Advisory, LLC is a consulting services firm that offers advice to start-ups, large companies and investors, primarily in the medical industry. We advise on all aspects of business, including finance, operations, fundraising, strategy, technology/clinical program evaluation and business development. We were founded in 2006 and incorporated in 2017. The Greek symbol ∑ is used to denote a sum in mathematics. For us, it is emblematic of our approach to giving what we believe is wise advice by “summing up” a variety of wide-ranging and often confounding inputs and factors to reach a conclusion. We use a combination of highly analytical thinking, combined with significant experience and strong intuition to find the non-obvious answers. We pride ourselves on our ability to “see around corners”. Today, our advisory services are provided primarily by Barry Cheskin. Barry has over 25 years of general management experience in the medical device business and many years of Board experience. Most recently, he was Co-Founder, President & CEO of accommodating intraocular lens start-up, PowerVision, which he sold to his largest competitor, Alcon, in 2019. Prior to PowerVision, he was President & CEO of nanotechnology-based medical battery start-up, NanoGram Devices, which he sold to his largest competitor, Wilson Greatbach, in 2004. Prior to that, he was President & CEO of minimally invasive cancer device start-up RITA Medical Systems, which he took public in 2000. Before being a start-up CEO, he was Division President/Corporate Vice President at public cardiology-focused medical device company, Datascope. Earlier in his career, he served as a Senior Associate at international management consulting firm, Booz, Allen and Hamilton, and as an engineer at various medical device and other companies. He holds a B.S. and M.S. in Mechanical Engineering from MIT and Stanford, respectively, and an MBA from Columbia Business School.

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Country

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State

California

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City (Headquarters)

Los Gatos

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Employees

1-10

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Founded

2006

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