Team

Our experienced team works to grow companies from first meeting to successful exit.

01. Our Team

Investment Committee Chairman

Mike Leavitt

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Mike Leavitt is the Investment Committee Chairman of Leavitt Equity Partners. Mike is also the founder of Leavitt Partners where he helps clients navigate the future as they transition to new and better models of care. In previous roles, Mike served in the Cabinet of President George W. Bush (as Administrator of the Environmental Protection Agency and Secretary of Health and Human Services) and as a three-time elected governor of Utah.

Mike grew up in Cedar City, Utah, where his upbringing was rooted in the values of the American West, with its emphasis on hard work and common sense. He earned a bachelor’s degree in business while working in the insurance industry. In 1984, he became chief executive of The Leavitt Group, a family business that is now the nation’s second largest, privately held insurance brokerage.

In 1993, Mike was elected governor of Utah. He served three terms (1993-2003). In 2003, he joined the Cabinet of President George W. Bush, serving in two positions: first as administrator of the Environmental Protection Agency (2003-2005) and then as secretary of Health and Human Services (2005-2009). At HHS, he administered a $750 billion budget — nearly 25 percent of the entire federal budget — and 67,000 employees.

He led the implementation of the Medicare Part D Prescription Drug Program. The task required the design, systematization, and implementation of a plan to provide 43 million seniors with a new prescription drug benefit. By the end of the first year, enrollments exceeded projections, prices were lower than projected, and seniors expressed high levels of satisfaction.

Mike’s strategic ability can be seen in his redesign of the nation’s system of quality and safety standards for imported goods. In the spring of 2006, President Bush assigned him to lead a government-wide response. Within months, he commended a major strategic shift in U.S. policy on import regulation and trade.

A pattern of innovation runs throughout Mike’s career. When he was elected governor, Utah’s major freeway system was dangerously inadequate. Taking what some thought was a significant political and financial risk, Mike instigated a design-build system, creating cost and quality incentives between the state and its contractors. The project was finished in half the originally projected time and well under budget.

Mike is, at heart, an entrepreneur. As governor, he organized a group of his colleagues to form Western Governors University. At WGU, degrees are earned based on competency rather than credit hours. WGU now has more than 60,000 students who reside in each of the 50 states and several foreign countries. Enrollment is growing at 35 percent a year. In November 2008, TIME magazine named WGU “the best relatively cheap university you’ve never heard of.”

Collaborator is a word that comes up repeatedly when one examines Mike’s background. His skill led his colleague governors to elect him as chairman of the National Governors Association, the Republican Governors Association and Western Governors’ Association. His book—Finding Allies, Building Alliances—was released in September 2013 by Jossey-Bass Publishers and chronicles his expertise and passion for collaboration.

Mike is a seasoned diplomat, leading U.S. delegations to more than 50 countries. He has conducted negotiations on matters related to health, the environment, and trade. At the conclusion of his service, the Chinese government awarded him the China Public Health Award – the first time this award has ever been given to a foreign government official.

Investment Committee Chairman

Mike Leavitt

Contact

Mike Leavitt is the Investment Committee Chairman of Leavitt Equity Partners. Mike is also the founder of Leavitt Partners where he helps clients navigate the future as they transition to new and better models of care. In previous roles, Mike served in the Cabinet of President George W. Bush (as Administrator of the Environmental Protection Agency and Secretary of Health and Human Services) and as a three-time elected governor of Utah.

Mike grew up in Cedar City, Utah, where his upbringing was rooted in the values of the American West, with its emphasis on hard work and common sense. He earned a bachelor’s degree in business while working in the insurance industry. In 1984, he became chief executive of The Leavitt Group, a family business that is now the nation’s second largest, privately held insurance brokerage.

In 1993, Mike was elected governor of Utah. He served three terms (1993-2003). In 2003, he joined the Cabinet of President George W. Bush, serving in two positions: first as administrator of the Environmental Protection Agency (2003-2005) and then as secretary of Health and Human Services (2005-2009). At HHS, he administered a $750 billion budget — nearly 25 percent of the entire federal budget — and 67,000 employees.

He led the implementation of the Medicare Part D Prescription Drug Program. The task required the design, systematization, and implementation of a plan to provide 43 million seniors with a new prescription drug benefit. By the end of the first year, enrollments exceeded projections, prices were lower than projected, and seniors expressed high levels of satisfaction.

Mike’s strategic ability can be seen in his redesign of the nation’s system of quality and safety standards for imported goods. In the spring of 2006, President Bush assigned him to lead a government-wide response. Within months, he commended a major strategic shift in U.S. policy on import regulation and trade.

A pattern of innovation runs throughout Mike’s career. When he was elected governor, Utah’s major freeway system was dangerously inadequate. Taking what some thought was a significant political and financial risk, Mike instigated a design-build system, creating cost and quality incentives between the state and its contractors. The project was finished in half the originally projected time and well under budget.

Mike is, at heart, an entrepreneur. As governor, he organized a group of his colleagues to form Western Governors University. At WGU, degrees are earned based on competency rather than credit hours. WGU now has more than 60,000 students who reside in each of the 50 states and several foreign countries. Enrollment is growing at 35 percent a year. In November 2008, TIME magazine named WGU “the best relatively cheap university you’ve never heard of.”

Collaborator is a word that comes up repeatedly when one examines Mike’s background. His skill led his colleague governors to elect him as chairman of the National Governors Association, the Republican Governors Association and Western Governors’ Association. His book—Finding Allies, Building Alliances—was released in September 2013 by Jossey-Bass Publishers and chronicles his expertise and passion for collaboration.

Mike is a seasoned diplomat, leading U.S. delegations to more than 50 countries. He has conducted negotiations on matters related to health, the environment, and trade. At the conclusion of his service, the Chinese government awarded him the China Public Health Award – the first time this award has ever been given to a foreign government official.

Mike Leavitt

Investment Committee Chairman

Mike Leavitt

Contact

Mike Leavitt is the Investment Committee Chairman of Leavitt Equity Partners. Mike is also the founder of Leavitt Partners where he helps clients navigate the future as they transition to new and better models of care. In previous roles, Mike served in the Cabinet of President George W. Bush (as Administrator of the Environmental Protection Agency and Secretary of Health and Human Services) and as a three-time elected governor of Utah.

Mike grew up in Cedar City, Utah, where his upbringing was rooted in the values of the American West, with its emphasis on hard work and common sense. He earned a bachelor’s degree in business while working in the insurance industry. In 1984, he became chief executive of The Leavitt Group, a family business that is now the nation’s second largest, privately held insurance brokerage.

In 1993, Mike was elected governor of Utah. He served three terms (1993-2003). In 2003, he joined the Cabinet of President George W. Bush, serving in two positions: first as administrator of the Environmental Protection Agency (2003-2005) and then as secretary of Health and Human Services (2005-2009). At HHS, he administered a $750 billion budget — nearly 25 percent of the entire federal budget — and 67,000 employees.

He led the implementation of the Medicare Part D Prescription Drug Program. The task required the design, systematization, and implementation of a plan to provide 43 million seniors with a new prescription drug benefit. By the end of the first year, enrollments exceeded projections, prices were lower than projected, and seniors expressed high levels of satisfaction.

Mike’s strategic ability can be seen in his redesign of the nation’s system of quality and safety standards for imported goods. In the spring of 2006, President Bush assigned him to lead a government-wide response. Within months, he commended a major strategic shift in U.S. policy on import regulation and trade.

A pattern of innovation runs throughout Mike’s career. When he was elected governor, Utah’s major freeway system was dangerously inadequate. Taking what some thought was a significant political and financial risk, Mike instigated a design-build system, creating cost and quality incentives between the state and its contractors. The project was finished in half the originally projected time and well under budget.

Mike is, at heart, an entrepreneur. As governor, he organized a group of his colleagues to form Western Governors University. At WGU, degrees are earned based on competency rather than credit hours. WGU now has more than 60,000 students who reside in each of the 50 states and several foreign countries. Enrollment is growing at 35 percent a year. In November 2008, TIME magazine named WGU “the best relatively cheap university you’ve never heard of.”

Collaborator is a word that comes up repeatedly when one examines Mike’s background. His skill led his colleague governors to elect him as chairman of the National Governors Association, the Republican Governors Association and Western Governors’ Association. His book—Finding Allies, Building Alliances—was released in September 2013 by Jossey-Bass Publishers and chronicles his expertise and passion for collaboration.

Mike is a seasoned diplomat, leading U.S. delegations to more than 50 countries. He has conducted negotiations on matters related to health, the environment, and trade. At the conclusion of his service, the Chinese government awarded him the China Public Health Award – the first time this award has ever been given to a foreign government official.

Investment Committee Chairman

Mike Leavitt

Contact

Mike Leavitt is the Investment Committee Chairman of Leavitt Equity Partners. Mike is also the founder of Leavitt Partners where he helps clients navigate the future as they transition to new and better models of care. In previous roles, Mike served in the Cabinet of President George W. Bush (as Administrator of the Environmental Protection Agency and Secretary of Health and Human Services) and as a three-time elected governor of Utah.

Mike grew up in Cedar City, Utah, where his upbringing was rooted in the values of the American West, with its emphasis on hard work and common sense. He earned a bachelor’s degree in business while working in the insurance industry. In 1984, he became chief executive of The Leavitt Group, a family business that is now the nation’s second largest, privately held insurance brokerage.

In 1993, Mike was elected governor of Utah. He served three terms (1993-2003). In 2003, he joined the Cabinet of President George W. Bush, serving in two positions: first as administrator of the Environmental Protection Agency (2003-2005) and then as secretary of Health and Human Services (2005-2009). At HHS, he administered a $750 billion budget — nearly 25 percent of the entire federal budget — and 67,000 employees.

He led the implementation of the Medicare Part D Prescription Drug Program. The task required the design, systematization, and implementation of a plan to provide 43 million seniors with a new prescription drug benefit. By the end of the first year, enrollments exceeded projections, prices were lower than projected, and seniors expressed high levels of satisfaction.

Mike’s strategic ability can be seen in his redesign of the nation’s system of quality and safety standards for imported goods. In the spring of 2006, President Bush assigned him to lead a government-wide response. Within months, he commended a major strategic shift in U.S. policy on import regulation and trade.

A pattern of innovation runs throughout Mike’s career. When he was elected governor, Utah’s major freeway system was dangerously inadequate. Taking what some thought was a significant political and financial risk, Mike instigated a design-build system, creating cost and quality incentives between the state and its contractors. The project was finished in half the originally projected time and well under budget.

Mike is, at heart, an entrepreneur. As governor, he organized a group of his colleagues to form Western Governors University. At WGU, degrees are earned based on competency rather than credit hours. WGU now has more than 60,000 students who reside in each of the 50 states and several foreign countries. Enrollment is growing at 35 percent a year. In November 2008, TIME magazine named WGU “the best relatively cheap university you’ve never heard of.”

Collaborator is a word that comes up repeatedly when one examines Mike’s background. His skill led his colleague governors to elect him as chairman of the National Governors Association, the Republican Governors Association and Western Governors’ Association. His book—Finding Allies, Building Alliances—was released in September 2013 by Jossey-Bass Publishers and chronicles his expertise and passion for collaboration.

Mike is a seasoned diplomat, leading U.S. delegations to more than 50 countries. He has conducted negotiations on matters related to health, the environment, and trade. At the conclusion of his service, the Chinese government awarded him the China Public Health Award – the first time this award has ever been given to a foreign government official.

Investment Committee Chairman

Managing Partner & CEO, Investment Committee Member

Taylor Leavitt

Contact

Taylor Leavitt is Managing Partner and CEO of Leavitt Equity Partners. Mr. Leavitt brings nearly 20 years of healthcare and finance experience and has been responsible, as LEP’s chief executive, to manage and execute the overall mission of LEP, its investment activities, and subsequent performance—including directing the management of the firm’s investment decisions, portfolio holdings, due diligence processes, and relationships with its investors and Partner Funds. Taylor sat or currently sits on the Board of Directors of several LEP portfolio companies. He has managed LEP since inception, overseeing the fundraising of its two prior funds and their deployment into 30+ portfolio companies.

Before Leavitt Equity Partners, Taylor launched and led Leavitt Partners’ (the consulting firm) Equity Practice which advised both private equity and hedge funds on healthcare investment opportunities and industry dynamics. Additionally, Taylor managed Leavitt Partners’ internal equity portfolio holdings which included Health Equity (NASD:HQY), RSA Medical, Independent Living Systems, Cogent Healthcare, and others.

Prior to joining Leavitt Partners, Taylor worked for ZARS Pharma, a venture capital funded pharmaceutical company, engaged in corporate acquisitions, licensing and business development operations. While at ZARS, he identified and executed strategic corporate transactions on a global basis, including merger and acquisitions, national and international product licenses, IP and technology licenses, and R&D alliances.

In other capacities, Taylor has worked with Epic Venture Capital, The Park City Center for Public Policy, SAIC, and Keystone Global Investment LLC. He received an MBA from the UCLA Anderson School of Business and graduated magna cum laude from Utah State University with degrees in finance, economics and international business.

Managing Partner & CEO, Investment Committee Member

Taylor Leavitt

Contact

Taylor Leavitt is Managing Partner and CEO of Leavitt Equity Partners. Mr. Leavitt brings nearly 20 years of healthcare and finance experience and has been responsible, as LEP’s chief executive, to manage and execute the overall mission of LEP, its investment activities, and subsequent performance—including directing the management of the firm’s investment decisions, portfolio holdings, due diligence processes, and relationships with its investors and Partner Funds. Taylor sat or currently sits on the Board of Directors of several LEP portfolio companies. He has managed LEP since inception, overseeing the fundraising of its two prior funds and their deployment into 30+ portfolio companies.

Before Leavitt Equity Partners, Taylor launched and led Leavitt Partners’ (the consulting firm) Equity Practice which advised both private equity and hedge funds on healthcare investment opportunities and industry dynamics. Additionally, Taylor managed Leavitt Partners’ internal equity portfolio holdings which included Health Equity (NASD:HQY), RSA Medical, Independent Living Systems, Cogent Healthcare, and others.

Prior to joining Leavitt Partners, Taylor worked for ZARS Pharma, a venture capital funded pharmaceutical company, engaged in corporate acquisitions, licensing and business development operations. While at ZARS, he identified and executed strategic corporate transactions on a global basis, including merger and acquisitions, national and international product licenses, IP and technology licenses, and R&D alliances.

In other capacities, Taylor has worked with Epic Venture Capital, The Park City Center for Public Policy, SAIC, and Keystone Global Investment LLC. He received an MBA from the UCLA Anderson School of Business and graduated magna cum laude from Utah State University with degrees in finance, economics and international business.

Taylor Leavitt

Managing Partner & CEO, Investment Committee Member

Taylor Leavitt

Contact

Taylor Leavitt is Managing Partner and CEO of Leavitt Equity Partners. Mr. Leavitt brings nearly 20 years of healthcare and finance experience and has been responsible, as LEP’s chief executive, to manage and execute the overall mission of LEP, its investment activities, and subsequent performance—including directing the management of the firm’s investment decisions, portfolio holdings, due diligence processes, and relationships with its investors and Partner Funds. Taylor sat or currently sits on the Board of Directors of several LEP portfolio companies. He has managed LEP since inception, overseeing the fundraising of its two prior funds and their deployment into 30+ portfolio companies.

Before Leavitt Equity Partners, Taylor launched and led Leavitt Partners’ (the consulting firm) Equity Practice which advised both private equity and hedge funds on healthcare investment opportunities and industry dynamics. Additionally, Taylor managed Leavitt Partners’ internal equity portfolio holdings which included Health Equity (NASD:HQY), RSA Medical, Independent Living Systems, Cogent Healthcare, and others.

Prior to joining Leavitt Partners, Taylor worked for ZARS Pharma, a venture capital funded pharmaceutical company, engaged in corporate acquisitions, licensing and business development operations. While at ZARS, he identified and executed strategic corporate transactions on a global basis, including merger and acquisitions, national and international product licenses, IP and technology licenses, and R&D alliances.

In other capacities, Taylor has worked with Epic Venture Capital, The Park City Center for Public Policy, SAIC, and Keystone Global Investment LLC. He received an MBA from the UCLA Anderson School of Business and graduated magna cum laude from Utah State University with degrees in finance, economics and international business.

Managing Partner & CEO, Investment Committee Member

Taylor Leavitt

Contact

Taylor Leavitt is Managing Partner and CEO of Leavitt Equity Partners. Mr. Leavitt brings nearly 20 years of healthcare and finance experience and has been responsible, as LEP’s chief executive, to manage and execute the overall mission of LEP, its investment activities, and subsequent performance—including directing the management of the firm’s investment decisions, portfolio holdings, due diligence processes, and relationships with its investors and Partner Funds. Taylor sat or currently sits on the Board of Directors of several LEP portfolio companies. He has managed LEP since inception, overseeing the fundraising of its two prior funds and their deployment into 30+ portfolio companies.

Before Leavitt Equity Partners, Taylor launched and led Leavitt Partners’ (the consulting firm) Equity Practice which advised both private equity and hedge funds on healthcare investment opportunities and industry dynamics. Additionally, Taylor managed Leavitt Partners’ internal equity portfolio holdings which included Health Equity (NASD:HQY), RSA Medical, Independent Living Systems, Cogent Healthcare, and others.

Prior to joining Leavitt Partners, Taylor worked for ZARS Pharma, a venture capital funded pharmaceutical company, engaged in corporate acquisitions, licensing and business development operations. While at ZARS, he identified and executed strategic corporate transactions on a global basis, including merger and acquisitions, national and international product licenses, IP and technology licenses, and R&D alliances.

In other capacities, Taylor has worked with Epic Venture Capital, The Park City Center for Public Policy, SAIC, and Keystone Global Investment LLC. He received an MBA from the UCLA Anderson School of Business and graduated magna cum laude from Utah State University with degrees in finance, economics and international business.

Managing Partner & CEO, Investment Committee Member

Investment Committee Member

Andrew Croshaw

Contact

Andrew Croshaw is a member of the LEP Investment Committee. He is also the chief executive officer of Leavitt Partners where he is responsible for overseeing the operational and strategic activities of all Leavitt Partners enterprises.

Andrew joined Leavitt Partners at its inception in 2009 and was appointed to his current role in April 2017. He has played an instrumental role in positioning Leavitt Partners as one of the nation’s leading health care intelligence firms.

Previously, Andrew served as the President of Leavitt Partners Consulting where he oversaw the delivery of consulting services to clients across the country. Prior to joining Leavitt Partners, Andrew was a senior executive advisor to Secretary Mike Leavitt at the U.S. Department of Health and Human Services where he managed the overall implementation of a signature department initiative to improve the connectivity, transparency, and value of America’s health care system. Prior to serving in the federal government, Andrew worked at Novartis Pharmaceuticals Corporation and Eli Lilly and Company where he provided leadership for the corporate Medicare and Medicaid business segments.

Andrew earned a master’s degree in business administration from Harvard University, where he pursued interests in health care innovation and leadership.

Investment Committee Member

Andrew Croshaw

Contact

Andrew Croshaw is a member of the LEP Investment Committee. He is also the chief executive officer of Leavitt Partners where he is responsible for overseeing the operational and strategic activities of all Leavitt Partners enterprises.

Andrew joined Leavitt Partners at its inception in 2009 and was appointed to his current role in April 2017. He has played an instrumental role in positioning Leavitt Partners as one of the nation’s leading health care intelligence firms.

Previously, Andrew served as the President of Leavitt Partners Consulting where he oversaw the delivery of consulting services to clients across the country. Prior to joining Leavitt Partners, Andrew was a senior executive advisor to Secretary Mike Leavitt at the U.S. Department of Health and Human Services where he managed the overall implementation of a signature department initiative to improve the connectivity, transparency, and value of America’s health care system. Prior to serving in the federal government, Andrew worked at Novartis Pharmaceuticals Corporation and Eli Lilly and Company where he provided leadership for the corporate Medicare and Medicaid business segments.

Andrew earned a master’s degree in business administration from Harvard University, where he pursued interests in health care innovation and leadership.

Andrew Croshaw

Investment Committee Member

Andrew Croshaw

Contact

Andrew Croshaw is a member of the LEP Investment Committee. He is also the chief executive officer of Leavitt Partners where he is responsible for overseeing the operational and strategic activities of all Leavitt Partners enterprises.

Andrew joined Leavitt Partners at its inception in 2009 and was appointed to his current role in April 2017. He has played an instrumental role in positioning Leavitt Partners as one of the nation’s leading health care intelligence firms.

Previously, Andrew served as the President of Leavitt Partners Consulting where he oversaw the delivery of consulting services to clients across the country. Prior to joining Leavitt Partners, Andrew was a senior executive advisor to Secretary Mike Leavitt at the U.S. Department of Health and Human Services where he managed the overall implementation of a signature department initiative to improve the connectivity, transparency, and value of America’s health care system. Prior to serving in the federal government, Andrew worked at Novartis Pharmaceuticals Corporation and Eli Lilly and Company where he provided leadership for the corporate Medicare and Medicaid business segments.

Andrew earned a master’s degree in business administration from Harvard University, where he pursued interests in health care innovation and leadership.

Investment Committee Member

Andrew Croshaw

Contact

Andrew Croshaw is a member of the LEP Investment Committee. He is also the chief executive officer of Leavitt Partners where he is responsible for overseeing the operational and strategic activities of all Leavitt Partners enterprises.

Andrew joined Leavitt Partners at its inception in 2009 and was appointed to his current role in April 2017. He has played an instrumental role in positioning Leavitt Partners as one of the nation’s leading health care intelligence firms.

Previously, Andrew served as the President of Leavitt Partners Consulting where he oversaw the delivery of consulting services to clients across the country. Prior to joining Leavitt Partners, Andrew was a senior executive advisor to Secretary Mike Leavitt at the U.S. Department of Health and Human Services where he managed the overall implementation of a signature department initiative to improve the connectivity, transparency, and value of America’s health care system. Prior to serving in the federal government, Andrew worked at Novartis Pharmaceuticals Corporation and Eli Lilly and Company where he provided leadership for the corporate Medicare and Medicaid business segments.

Andrew earned a master’s degree in business administration from Harvard University, where he pursued interests in health care innovation and leadership.

Investment Committee Member

Chief Financial Officer, Chief Compliance Officer, Investment Committee Member

Craig Omer

Contact

Craig Omer is the Chief Financial Officer and Chief Compliance Officer at Leavitt Equity Partners. Craig is also a member of the LEP Investment Committee. He brings decades of financial experience to the firm and its clients.

Craig worked for 36 years as an auditing and accounting services professional, primarily at KPMG where he served as Managing Partner of the firm’s Salt Lake City office from 1997 to 2009. He has provided services to a variety of publicly traded and privately held companies, performing auditing, financial reporting, and Securities and Exchange Commission compliance services. Currently, he serves on the board of directors for Savage Companies and CRS Engineering.

His professional and civic activities include having served as Board Chairman of Junior Achievement of Utah, Board Treasurer of Habitat for Humanity, Board Treasurer of the Hispanic Chamber of Commerce, President of the Utah Association of Certified Public Accountants, member of the Brigham Young University and Weber State University National School of Accountancy Advisory Boards, member of the Utah Association of Certified Public Accountants, member of the Salt Lake Chamber of Commerce Board of Trustees and Executive Committee, and member of the American Institute of Certified Public Accountants Governing Council.

Craig graduated from University of Utah with a bachelor’s degree in accounting.

Chief Financial Officer, Chief Compliance Officer, Investment Committee Member

Craig Omer

Contact

Craig Omer is the Chief Financial Officer and Chief Compliance Officer at Leavitt Equity Partners. Craig is also a member of the LEP Investment Committee. He brings decades of financial experience to the firm and its clients.

Craig worked for 36 years as an auditing and accounting services professional, primarily at KPMG where he served as Managing Partner of the firm’s Salt Lake City office from 1997 to 2009. He has provided services to a variety of publicly traded and privately held companies, performing auditing, financial reporting, and Securities and Exchange Commission compliance services. Currently, he serves on the board of directors for Savage Companies and CRS Engineering.

His professional and civic activities include having served as Board Chairman of Junior Achievement of Utah, Board Treasurer of Habitat for Humanity, Board Treasurer of the Hispanic Chamber of Commerce, President of the Utah Association of Certified Public Accountants, member of the Brigham Young University and Weber State University National School of Accountancy Advisory Boards, member of the Utah Association of Certified Public Accountants, member of the Salt Lake Chamber of Commerce Board of Trustees and Executive Committee, and member of the American Institute of Certified Public Accountants Governing Council.

Craig graduated from University of Utah with a bachelor’s degree in accounting.

Craig Omer

Chief Financial Officer, Chief Compliance Officer, Investment Committee Member

Craig Omer

Contact

Craig Omer is the Chief Financial Officer and Chief Compliance Officer at Leavitt Equity Partners. Craig is also a member of the LEP Investment Committee. He brings decades of financial experience to the firm and its clients.

Craig worked for 36 years as an auditing and accounting services professional, primarily at KPMG where he served as Managing Partner of the firm’s Salt Lake City office from 1997 to 2009. He has provided services to a variety of publicly traded and privately held companies, performing auditing, financial reporting, and Securities and Exchange Commission compliance services. Currently, he serves on the board of directors for Savage Companies and CRS Engineering.

His professional and civic activities include having served as Board Chairman of Junior Achievement of Utah, Board Treasurer of Habitat for Humanity, Board Treasurer of the Hispanic Chamber of Commerce, President of the Utah Association of Certified Public Accountants, member of the Brigham Young University and Weber State University National School of Accountancy Advisory Boards, member of the Utah Association of Certified Public Accountants, member of the Salt Lake Chamber of Commerce Board of Trustees and Executive Committee, and member of the American Institute of Certified Public Accountants Governing Council.

Craig graduated from University of Utah with a bachelor’s degree in accounting.

Chief Financial Officer, Chief Compliance Officer, Investment Committee Member

Craig Omer

Contact

Craig Omer is the Chief Financial Officer and Chief Compliance Officer at Leavitt Equity Partners. Craig is also a member of the LEP Investment Committee. He brings decades of financial experience to the firm and its clients.

Craig worked for 36 years as an auditing and accounting services professional, primarily at KPMG where he served as Managing Partner of the firm’s Salt Lake City office from 1997 to 2009. He has provided services to a variety of publicly traded and privately held companies, performing auditing, financial reporting, and Securities and Exchange Commission compliance services. Currently, he serves on the board of directors for Savage Companies and CRS Engineering.

His professional and civic activities include having served as Board Chairman of Junior Achievement of Utah, Board Treasurer of Habitat for Humanity, Board Treasurer of the Hispanic Chamber of Commerce, President of the Utah Association of Certified Public Accountants, member of the Brigham Young University and Weber State University National School of Accountancy Advisory Boards, member of the Utah Association of Certified Public Accountants, member of the Salt Lake Chamber of Commerce Board of Trustees and Executive Committee, and member of the American Institute of Certified Public Accountants Governing Council.

Craig graduated from University of Utah with a bachelor’s degree in accounting.

Chief Financial Officer, Chief Compliance Officer, Investment Committee Member

Investment Committee Member, Executive Chairman of the Value Based Healthcare Investors Alliance

Kerry Weems

Contact

Kerry Weems is a member of the LEP Investment Committee. He is also Executive Chairman of the Value Based Healthcare Investors Alliance, LEP strategic partners devoted to “moving the needle” on value-based care. Kerry joined the Investment Committee in 2021. He brings deep expertise in health services and government finance to the firm and its clients.

Kerry served in the Federal Government for nearly 30 years holding a number of key positions in the Department of Health and Human Services, including Deputy Assistant Secretary for Budget and Chief Financial Officer. He also led the Centers for Medicare and Medicaid Services under then Secretary Mike Leavitt. Along with Secretary Leavitt, he was instrumental in establishing and sustaining the foundations of the HHS health information technology initiative. Since his government career, Kerry has led several large health organizations, both public and sponsor-backed.

He holds a BA in Philosophy and a BBA in Management from New Mexico State University and a Master of Business Administration from the University of New Mexico.

Investment Committee Member, Executive Chairman of the Value Based Healthcare Investors Alliance

Kerry Weems

Contact

Kerry Weems is a member of the LEP Investment Committee. He is also Executive Chairman of the Value Based Healthcare Investors Alliance, LEP strategic partners devoted to “moving the needle” on value-based care. Kerry joined the Investment Committee in 2021. He brings deep expertise in health services and government finance to the firm and its clients.

Kerry served in the Federal Government for nearly 30 years holding a number of key positions in the Department of Health and Human Services, including Deputy Assistant Secretary for Budget and Chief Financial Officer. He also led the Centers for Medicare and Medicaid Services under then Secretary Mike Leavitt. Along with Secretary Leavitt, he was instrumental in establishing and sustaining the foundations of the HHS health information technology initiative. Since his government career, Kerry has led several large health organizations, both public and sponsor-backed.

He holds a BA in Philosophy and a BBA in Management from New Mexico State University and a Master of Business Administration from the University of New Mexico.

Kerry Weems

Investment Committee Member, Executive Chairman of the Value Based Healthcare Investors Alliance

Kerry Weems

Contact

Kerry Weems is a member of the LEP Investment Committee. He is also Executive Chairman of the Value Based Healthcare Investors Alliance, LEP strategic partners devoted to “moving the needle” on value-based care. Kerry joined the Investment Committee in 2021. He brings deep expertise in health services and government finance to the firm and its clients.

Kerry served in the Federal Government for nearly 30 years holding a number of key positions in the Department of Health and Human Services, including Deputy Assistant Secretary for Budget and Chief Financial Officer. He also led the Centers for Medicare and Medicaid Services under then Secretary Mike Leavitt. Along with Secretary Leavitt, he was instrumental in establishing and sustaining the foundations of the HHS health information technology initiative. Since his government career, Kerry has led several large health organizations, both public and sponsor-backed.

He holds a BA in Philosophy and a BBA in Management from New Mexico State University and a Master of Business Administration from the University of New Mexico.

Investment Committee Member, Executive Chairman of the Value Based Healthcare Investors Alliance

Kerry Weems

Contact

Kerry Weems is a member of the LEP Investment Committee. He is also Executive Chairman of the Value Based Healthcare Investors Alliance, LEP strategic partners devoted to “moving the needle” on value-based care. Kerry joined the Investment Committee in 2021. He brings deep expertise in health services and government finance to the firm and its clients.

Kerry served in the Federal Government for nearly 30 years holding a number of key positions in the Department of Health and Human Services, including Deputy Assistant Secretary for Budget and Chief Financial Officer. He also led the Centers for Medicare and Medicaid Services under then Secretary Mike Leavitt. Along with Secretary Leavitt, he was instrumental in establishing and sustaining the foundations of the HHS health information technology initiative. Since his government career, Kerry has led several large health organizations, both public and sponsor-backed.

He holds a BA in Philosophy and a BBA in Management from New Mexico State University and a Master of Business Administration from the University of New Mexico.

Investment Committee Member, Executive Chairman of the Value Based Healthcare Investors Alliance

Managing Partner, Investment Committee Member

Andrew Clark

Contact

Andrew Clark is a Managing Partner of Leavitt Equity Partners and has been with the fund since its inception in 2014. From its beginning, Andrew has led the diligence teams for all deal activity and transaction closings, totaling 30+ successful closings and over 200+ due diligence processes. Additionally, he has managed most of the internal back-office operations for LEP, serves on the compliance committee, manages Limited Partner relationships (fundraising and reporting), works closely with key Partner Funds and portfolio investments, and serves as a Board Member or Board Observer on several Fund I and Fund II companies.

Andrew originally joined Leavitt Partners in 2010 and worked directly with Leavitt Partners’ private equity clients to evaluate investment opportunities, identify new market segments, and make investment decisions in healthcare markets. Including leading Leavitt Partners’ participation in ReposiTrak, TAV Health, OFSG, and ProLung / IONIQ Sciences. Prior to joining Leavitt Partners, Andrew spent 3+ years as a case manager consultant for Investor Group Services, LLC in Boston, Massachusetts (a former Ernst & Young business). There he provided M&A and Transaction Advisory Solutions to private equity funds and their portfolio companies, including financial and economic modeling, as well as market sizing and segmentation, and company performance. Andrew advised PE and Corporate M&A clients on over 50 transactions during this period, including several healthcare deals. Before his time at Investor Group Services, Andrew was a financial analyst at Zions Bancorporation, working directly under CEO Harris Simmons where he provided analytical support to several areas of the bank. Andrew also spent time in Santiago Chile working with a boutique investment bank, ASSET Chile.

Andrew earned a bachelor’s degree in economics from Harvard College, where he was a member of the winning 2001 Ivy League Championship football team. He also earned his MBA from the Harvard Business School.

Managing Partner, Investment Committee Member

Andrew Clark

Contact

Andrew Clark is a Managing Partner of Leavitt Equity Partners and has been with the fund since its inception in 2014. From its beginning, Andrew has led the diligence teams for all deal activity and transaction closings, totaling 30+ successful closings and over 200+ due diligence processes. Additionally, he has managed most of the internal back-office operations for LEP, serves on the compliance committee, manages Limited Partner relationships (fundraising and reporting), works closely with key Partner Funds and portfolio investments, and serves as a Board Member or Board Observer on several Fund I and Fund II companies.

Andrew originally joined Leavitt Partners in 2010 and worked directly with Leavitt Partners’ private equity clients to evaluate investment opportunities, identify new market segments, and make investment decisions in healthcare markets. Including leading Leavitt Partners’ participation in ReposiTrak, TAV Health, OFSG, and ProLung / IONIQ Sciences. Prior to joining Leavitt Partners, Andrew spent 3+ years as a case manager consultant for Investor Group Services, LLC in Boston, Massachusetts (a former Ernst & Young business). There he provided M&A and Transaction Advisory Solutions to private equity funds and their portfolio companies, including financial and economic modeling, as well as market sizing and segmentation, and company performance. Andrew advised PE and Corporate M&A clients on over 50 transactions during this period, including several healthcare deals. Before his time at Investor Group Services, Andrew was a financial analyst at Zions Bancorporation, working directly under CEO Harris Simmons where he provided analytical support to several areas of the bank. Andrew also spent time in Santiago Chile working with a boutique investment bank, ASSET Chile.

Andrew earned a bachelor’s degree in economics from Harvard College, where he was a member of the winning 2001 Ivy League Championship football team. He also earned his MBA from the Harvard Business School.

Andrew Clark

Managing Partner, Investment Committee Member

Andrew Clark

Contact

Andrew Clark is a Managing Partner of Leavitt Equity Partners and has been with the fund since its inception in 2014. From its beginning, Andrew has led the diligence teams for all deal activity and transaction closings, totaling 30+ successful closings and over 200+ due diligence processes. Additionally, he has managed most of the internal back-office operations for LEP, serves on the compliance committee, manages Limited Partner relationships (fundraising and reporting), works closely with key Partner Funds and portfolio investments, and serves as a Board Member or Board Observer on several Fund I and Fund II companies.

Andrew originally joined Leavitt Partners in 2010 and worked directly with Leavitt Partners’ private equity clients to evaluate investment opportunities, identify new market segments, and make investment decisions in healthcare markets. Including leading Leavitt Partners’ participation in ReposiTrak, TAV Health, OFSG, and ProLung / IONIQ Sciences. Prior to joining Leavitt Partners, Andrew spent 3+ years as a case manager consultant for Investor Group Services, LLC in Boston, Massachusetts (a former Ernst & Young business). There he provided M&A and Transaction Advisory Solutions to private equity funds and their portfolio companies, including financial and economic modeling, as well as market sizing and segmentation, and company performance. Andrew advised PE and Corporate M&A clients on over 50 transactions during this period, including several healthcare deals. Before his time at Investor Group Services, Andrew was a financial analyst at Zions Bancorporation, working directly under CEO Harris Simmons where he provided analytical support to several areas of the bank. Andrew also spent time in Santiago Chile working with a boutique investment bank, ASSET Chile.

Andrew earned a bachelor’s degree in economics from Harvard College, where he was a member of the winning 2001 Ivy League Championship football team. He also earned his MBA from the Harvard Business School.

Managing Partner, Investment Committee Member

Andrew Clark

Contact

Andrew Clark is a Managing Partner of Leavitt Equity Partners and has been with the fund since its inception in 2014. From its beginning, Andrew has led the diligence teams for all deal activity and transaction closings, totaling 30+ successful closings and over 200+ due diligence processes. Additionally, he has managed most of the internal back-office operations for LEP, serves on the compliance committee, manages Limited Partner relationships (fundraising and reporting), works closely with key Partner Funds and portfolio investments, and serves as a Board Member or Board Observer on several Fund I and Fund II companies.

Andrew originally joined Leavitt Partners in 2010 and worked directly with Leavitt Partners’ private equity clients to evaluate investment opportunities, identify new market segments, and make investment decisions in healthcare markets. Including leading Leavitt Partners’ participation in ReposiTrak, TAV Health, OFSG, and ProLung / IONIQ Sciences. Prior to joining Leavitt Partners, Andrew spent 3+ years as a case manager consultant for Investor Group Services, LLC in Boston, Massachusetts (a former Ernst & Young business). There he provided M&A and Transaction Advisory Solutions to private equity funds and their portfolio companies, including financial and economic modeling, as well as market sizing and segmentation, and company performance. Andrew advised PE and Corporate M&A clients on over 50 transactions during this period, including several healthcare deals. Before his time at Investor Group Services, Andrew was a financial analyst at Zions Bancorporation, working directly under CEO Harris Simmons where he provided analytical support to several areas of the bank. Andrew also spent time in Santiago Chile working with a boutique investment bank, ASSET Chile.

Andrew earned a bachelor’s degree in economics from Harvard College, where he was a member of the winning 2001 Ivy League Championship football team. He also earned his MBA from the Harvard Business School.

Managing Partner, Investment Committee Member

Senior Vice President, Operations

Sierra Smith

Contact

Sierra Smith is the Senior Vice President of Operations for Leavitt Equity Partners. Sierra leads all non-investment activities, including internal operations and finance. Additionally, she oversees portfolio company support activities and supports fundraising and limited partner relationship management.

Sierra started her career as a management fellow with the Cancer Treatment Centers of America (CTCA). After the two-year program, she was hired as a manager and worked extensively with the CEO to monitor impact of U.S. health policy changes and network with key politicians. She most recently served as Chief of Staff to the President and CEO before returning to business school. As Chief of Staff she directed key enterprise-wide strategic initiatives and ensured business performance. During business school, Sierra launched a company called Zorpads, that designs and manufactures a proprietary odor-eliminating shoe insert. This company was featured on Shark Tank with bids from four of the five Sharks to invest.

Sierra earned her MBA from the Harvard Business School and a bachelor’s degree in science from the University of Notre Dame.

Senior Vice President, Operations

Sierra Smith

Contact

Sierra Smith is the Senior Vice President of Operations for Leavitt Equity Partners. Sierra leads all non-investment activities, including internal operations and finance. Additionally, she oversees portfolio company support activities and supports fundraising and limited partner relationship management.

Sierra started her career as a management fellow with the Cancer Treatment Centers of America (CTCA). After the two-year program, she was hired as a manager and worked extensively with the CEO to monitor impact of U.S. health policy changes and network with key politicians. She most recently served as Chief of Staff to the President and CEO before returning to business school. As Chief of Staff she directed key enterprise-wide strategic initiatives and ensured business performance. During business school, Sierra launched a company called Zorpads, that designs and manufactures a proprietary odor-eliminating shoe insert. This company was featured on Shark Tank with bids from four of the five Sharks to invest.

Sierra earned her MBA from the Harvard Business School and a bachelor’s degree in science from the University of Notre Dame.

Sierra Smith

Senior Vice President, Operations

Sierra Smith

Contact

Sierra Smith is the Senior Vice President of Operations for Leavitt Equity Partners. Sierra leads all non-investment activities, including internal operations and finance. Additionally, she oversees portfolio company support activities and supports fundraising and limited partner relationship management.

Sierra started her career as a management fellow with the Cancer Treatment Centers of America (CTCA). After the two-year program, she was hired as a manager and worked extensively with the CEO to monitor impact of U.S. health policy changes and network with key politicians. She most recently served as Chief of Staff to the President and CEO before returning to business school. As Chief of Staff she directed key enterprise-wide strategic initiatives and ensured business performance. During business school, Sierra launched a company called Zorpads, that designs and manufactures a proprietary odor-eliminating shoe insert. This company was featured on Shark Tank with bids from four of the five Sharks to invest.

Sierra earned her MBA from the Harvard Business School and a bachelor’s degree in science from the University of Notre Dame.

Senior Vice President, Operations

Sierra Smith

Contact

Sierra Smith is the Senior Vice President of Operations for Leavitt Equity Partners. Sierra leads all non-investment activities, including internal operations and finance. Additionally, she oversees portfolio company support activities and supports fundraising and limited partner relationship management.

Sierra started her career as a management fellow with the Cancer Treatment Centers of America (CTCA). After the two-year program, she was hired as a manager and worked extensively with the CEO to monitor impact of U.S. health policy changes and network with key politicians. She most recently served as Chief of Staff to the President and CEO before returning to business school. As Chief of Staff she directed key enterprise-wide strategic initiatives and ensured business performance. During business school, Sierra launched a company called Zorpads, that designs and manufactures a proprietary odor-eliminating shoe insert. This company was featured on Shark Tank with bids from four of the five Sharks to invest.

Sierra earned her MBA from the Harvard Business School and a bachelor’s degree in science from the University of Notre Dame.

Senior Vice President, Operations

Principal

John Smith

Contact

John Smith is a Principal with Leavitt Equity Partners and is based in Salt Lake City. John is responsible for leading diligence for LEP’s deal activities and transaction closings, as well as deal sourcing, overall portfolio management, fund reporting, and limited partner relationships.

Prior to joining Leavitt Equity Partners, John was a Vice President at Comvest Partners where he led diligence for new investments and served on the boards of several portfolio companies, including a provider of behavioral health services. Prior to Comvest, John spent four years at Monitor Clipper Partners, a former affiliate of Monitor Deloitte, where he evaluated potential investments and provided operational and strategic support to portfolio companies. During his time at business school, John also enjoyed interning with Davita Healthcare Partners.

John earned his MBA from the Harvard Business School and a bachelor’s degree in finance from Brigham Young University.

Principal

John Smith

Contact

John Smith is a Principal with Leavitt Equity Partners and is based in Salt Lake City. John is responsible for leading diligence for LEP’s deal activities and transaction closings, as well as deal sourcing, overall portfolio management, fund reporting, and limited partner relationships.

Prior to joining Leavitt Equity Partners, John was a Vice President at Comvest Partners where he led diligence for new investments and served on the boards of several portfolio companies, including a provider of behavioral health services. Prior to Comvest, John spent four years at Monitor Clipper Partners, a former affiliate of Monitor Deloitte, where he evaluated potential investments and provided operational and strategic support to portfolio companies. During his time at business school, John also enjoyed interning with Davita Healthcare Partners.

John earned his MBA from the Harvard Business School and a bachelor’s degree in finance from Brigham Young University.

John Smith

Principal

John Smith

Contact

John Smith is a Principal with Leavitt Equity Partners and is based in Salt Lake City. John is responsible for leading diligence for LEP’s deal activities and transaction closings, as well as deal sourcing, overall portfolio management, fund reporting, and limited partner relationships.

Prior to joining Leavitt Equity Partners, John was a Vice President at Comvest Partners where he led diligence for new investments and served on the boards of several portfolio companies, including a provider of behavioral health services. Prior to Comvest, John spent four years at Monitor Clipper Partners, a former affiliate of Monitor Deloitte, where he evaluated potential investments and provided operational and strategic support to portfolio companies. During his time at business school, John also enjoyed interning with Davita Healthcare Partners.

John earned his MBA from the Harvard Business School and a bachelor’s degree in finance from Brigham Young University.

Principal

John Smith

Contact

John Smith is a Principal with Leavitt Equity Partners and is based in Salt Lake City. John is responsible for leading diligence for LEP’s deal activities and transaction closings, as well as deal sourcing, overall portfolio management, fund reporting, and limited partner relationships.

Prior to joining Leavitt Equity Partners, John was a Vice President at Comvest Partners where he led diligence for new investments and served on the boards of several portfolio companies, including a provider of behavioral health services. Prior to Comvest, John spent four years at Monitor Clipper Partners, a former affiliate of Monitor Deloitte, where he evaluated potential investments and provided operational and strategic support to portfolio companies. During his time at business school, John also enjoyed interning with Davita Healthcare Partners.

John earned his MBA from the Harvard Business School and a bachelor’s degree in finance from Brigham Young University.

Principal

Vice President

Hilary Hall

Contact

Hilary is a Vice President at Leavitt Equity Partners and has been with the firm since 2019. Hilary is responsible for sourcing deals, leading diligence on prospective deals, closing transaction processes, working closely with select portfolio companies, and fund reporting. 

At LEP, Hilary has led the diligence processes for 8+ successful investments across healthcare providers, payors, and technology and attends board meetings for portfolio companies in women’s care, hospice, primary care, and urgent care. 

Prior to LEP, Hilary was an Associate at Sorenson Capital Partners where she dedicated her time to deals across both healthcare and technology. She closed three platform and four add-on deals across the dermatology and B2B SaaS markets. Prior to Sorenson Capital, she was based in Los Angeles, CA as an Associate Consultant on 30+ engagements at L.E.K. Consulting, where most of her work consisted of diligence and value creation projects for private equity clients across healthcare and technology. 

Hilary earned a bachelor’s degree in business strategy and economics from Brigham Young University. Hilary also serves on the board of national nonprofit Young People in Recovery.

Vice President

Hilary Hall

Contact

Hilary is a Vice President at Leavitt Equity Partners and has been with the firm since 2019. Hilary is responsible for sourcing deals, leading diligence on prospective deals, closing transaction processes, working closely with select portfolio companies, and fund reporting. 

At LEP, Hilary has led the diligence processes for 8+ successful investments across healthcare providers, payors, and technology and attends board meetings for portfolio companies in women’s care, hospice, primary care, and urgent care. 

Prior to LEP, Hilary was an Associate at Sorenson Capital Partners where she dedicated her time to deals across both healthcare and technology. She closed three platform and four add-on deals across the dermatology and B2B SaaS markets. Prior to Sorenson Capital, she was based in Los Angeles, CA as an Associate Consultant on 30+ engagements at L.E.K. Consulting, where most of her work consisted of diligence and value creation projects for private equity clients across healthcare and technology. 

Hilary earned a bachelor’s degree in business strategy and economics from Brigham Young University. Hilary also serves on the board of national nonprofit Young People in Recovery.

Hilary Hall

Vice President

Hilary Hall

Contact

Hilary is a Vice President at Leavitt Equity Partners and has been with the firm since 2019. Hilary is responsible for sourcing deals, leading diligence on prospective deals, closing transaction processes, working closely with select portfolio companies, and fund reporting. 

At LEP, Hilary has led the diligence processes for 8+ successful investments across healthcare providers, payors, and technology and attends board meetings for portfolio companies in women’s care, hospice, primary care, and urgent care. 

Prior to LEP, Hilary was an Associate at Sorenson Capital Partners where she dedicated her time to deals across both healthcare and technology. She closed three platform and four add-on deals across the dermatology and B2B SaaS markets. Prior to Sorenson Capital, she was based in Los Angeles, CA as an Associate Consultant on 30+ engagements at L.E.K. Consulting, where most of her work consisted of diligence and value creation projects for private equity clients across healthcare and technology. 

Hilary earned a bachelor’s degree in business strategy and economics from Brigham Young University. Hilary also serves on the board of national nonprofit Young People in Recovery.

Vice President

Hilary Hall

Contact

Hilary is a Vice President at Leavitt Equity Partners and has been with the firm since 2019. Hilary is responsible for sourcing deals, leading diligence on prospective deals, closing transaction processes, working closely with select portfolio companies, and fund reporting. 

At LEP, Hilary has led the diligence processes for 8+ successful investments across healthcare providers, payors, and technology and attends board meetings for portfolio companies in women’s care, hospice, primary care, and urgent care. 

Prior to LEP, Hilary was an Associate at Sorenson Capital Partners where she dedicated her time to deals across both healthcare and technology. She closed three platform and four add-on deals across the dermatology and B2B SaaS markets. Prior to Sorenson Capital, she was based in Los Angeles, CA as an Associate Consultant on 30+ engagements at L.E.K. Consulting, where most of her work consisted of diligence and value creation projects for private equity clients across healthcare and technology. 

Hilary earned a bachelor’s degree in business strategy and economics from Brigham Young University. Hilary also serves on the board of national nonprofit Young People in Recovery.

Vice President

Senior Associate

Daxton Allsop

Contact

Daxton is a senior associate for Leavitt Equity Partners. In this role, Daxton performs diligence on prospective transactions and provides value-add services and monitoring to several portfolio companies.

Prior to joining Leavitt Equity Partners, Daxton was a summer analyst at GPS Capital Markets where he worked on corporate hedging strategies for multinational companies. He also completed an internship with ProSky where he worked on the product management team.

Daxton earned a bachelor’s degree in Finance from Brigham Young University.

Senior Associate

Daxton Allsop

Contact

Daxton is a senior associate for Leavitt Equity Partners. In this role, Daxton performs diligence on prospective transactions and provides value-add services and monitoring to several portfolio companies.

Prior to joining Leavitt Equity Partners, Daxton was a summer analyst at GPS Capital Markets where he worked on corporate hedging strategies for multinational companies. He also completed an internship with ProSky where he worked on the product management team.

Daxton earned a bachelor’s degree in Finance from Brigham Young University.

Daxton Allsop

Senior Associate

Daxton Allsop

Contact

Daxton is a senior associate for Leavitt Equity Partners. In this role, Daxton performs diligence on prospective transactions and provides value-add services and monitoring to several portfolio companies.

Prior to joining Leavitt Equity Partners, Daxton was a summer analyst at GPS Capital Markets where he worked on corporate hedging strategies for multinational companies. He also completed an internship with ProSky where he worked on the product management team.

Daxton earned a bachelor’s degree in Finance from Brigham Young University.

Senior Associate

Daxton Allsop

Contact

Daxton is a senior associate for Leavitt Equity Partners. In this role, Daxton performs diligence on prospective transactions and provides value-add services and monitoring to several portfolio companies.

Prior to joining Leavitt Equity Partners, Daxton was a summer analyst at GPS Capital Markets where he worked on corporate hedging strategies for multinational companies. He also completed an internship with ProSky where he worked on the product management team.

Daxton earned a bachelor’s degree in Finance from Brigham Young University.

Senior Associate

Associate

Jaxson Myers

Contact

Jaxson is an Associate for Leavitt Equity Partners. In this role, Jaxson performs diligence on prospective transactions and provides analysis for portfolio companies.

Prior to joining Leavitt Equity Partners, Jaxson was an analyst at Fifth Partners where he worked on analyzing prospective transactions and as an operator within Fifth portfolio companies. While at Fifth, he participated in one closed transaction and 10+ due diligence processes as an analyst and built/led the field marketing team for Pop Zero Popcorn, a portfolio company of Fifth Partners, leading a 600% increase in sales for the Company in stores across the U.S. Jaxson also completed an internship with Piper Jaffray where he worked with the company’s investment banking team in New York City.

Jaxson received his Bachelor’s and Master’s degrees in Accounting from Brigham Young University while also being a Healthcare Industry Scholar and a founding member/leader of the Healthcare Industry Association, an organization connecting business grad students pursuing careers in healthcare.

Associate

Jaxson Myers

Contact

Jaxson is an Associate for Leavitt Equity Partners. In this role, Jaxson performs diligence on prospective transactions and provides analysis for portfolio companies.

Prior to joining Leavitt Equity Partners, Jaxson was an analyst at Fifth Partners where he worked on analyzing prospective transactions and as an operator within Fifth portfolio companies. While at Fifth, he participated in one closed transaction and 10+ due diligence processes as an analyst and built/led the field marketing team for Pop Zero Popcorn, a portfolio company of Fifth Partners, leading a 600% increase in sales for the Company in stores across the U.S. Jaxson also completed an internship with Piper Jaffray where he worked with the company’s investment banking team in New York City.

Jaxson received his Bachelor’s and Master’s degrees in Accounting from Brigham Young University while also being a Healthcare Industry Scholar and a founding member/leader of the Healthcare Industry Association, an organization connecting business grad students pursuing careers in healthcare.

Jaxson Myers

Associate

Jaxson Myers

Contact

Jaxson is an Associate for Leavitt Equity Partners. In this role, Jaxson performs diligence on prospective transactions and provides analysis for portfolio companies.

Prior to joining Leavitt Equity Partners, Jaxson was an analyst at Fifth Partners where he worked on analyzing prospective transactions and as an operator within Fifth portfolio companies. While at Fifth, he participated in one closed transaction and 10+ due diligence processes as an analyst and built/led the field marketing team for Pop Zero Popcorn, a portfolio company of Fifth Partners, leading a 600% increase in sales for the Company in stores across the U.S. Jaxson also completed an internship with Piper Jaffray where he worked with the company’s investment banking team in New York City.

Jaxson received his Bachelor’s and Master’s degrees in Accounting from Brigham Young University while also being a Healthcare Industry Scholar and a founding member/leader of the Healthcare Industry Association, an organization connecting business grad students pursuing careers in healthcare.

Associate

Jaxson Myers

Contact

Jaxson is an Associate for Leavitt Equity Partners. In this role, Jaxson performs diligence on prospective transactions and provides analysis for portfolio companies.

Prior to joining Leavitt Equity Partners, Jaxson was an analyst at Fifth Partners where he worked on analyzing prospective transactions and as an operator within Fifth portfolio companies. While at Fifth, he participated in one closed transaction and 10+ due diligence processes as an analyst and built/led the field marketing team for Pop Zero Popcorn, a portfolio company of Fifth Partners, leading a 600% increase in sales for the Company in stores across the U.S. Jaxson also completed an internship with Piper Jaffray where he worked with the company’s investment banking team in New York City.

Jaxson received his Bachelor’s and Master’s degrees in Accounting from Brigham Young University while also being a Healthcare Industry Scholar and a founding member/leader of the Healthcare Industry Association, an organization connecting business grad students pursuing careers in healthcare.

Associate

Executive Assistant

Stormy Goeckeritz

Contact

Stormy Goeckeritz is an Executive Assistant based in Salt Lake City.

As Executive Assistant, Stormy Goeckeritz provides critical administrative support and office management. Her extensive experience and professional demeanor allow her to collaborate well with internal staff and management, as well as interface with high-profile external stakeholders.

Executive Assistant

Stormy Goeckeritz

Contact

Stormy Goeckeritz is an Executive Assistant based in Salt Lake City.

As Executive Assistant, Stormy Goeckeritz provides critical administrative support and office management. Her extensive experience and professional demeanor allow her to collaborate well with internal staff and management, as well as interface with high-profile external stakeholders.

Stormy Goeckeritz

Executive Assistant

Stormy Goeckeritz

Contact

Stormy Goeckeritz is an Executive Assistant based in Salt Lake City.

As Executive Assistant, Stormy Goeckeritz provides critical administrative support and office management. Her extensive experience and professional demeanor allow her to collaborate well with internal staff and management, as well as interface with high-profile external stakeholders.

Executive Assistant

Stormy Goeckeritz

Contact

Stormy Goeckeritz is an Executive Assistant based in Salt Lake City.

As Executive Assistant, Stormy Goeckeritz provides critical administrative support and office management. Her extensive experience and professional demeanor allow her to collaborate well with internal staff and management, as well as interface with high-profile external stakeholders.

Executive Assistant

Associate

Michael Pesantez

Contact

Michael is an Associate for Leavitt Equity Partners. In this role, Michael assists with identifying and evaluating investment opportunities, executing investments, and supporting portfolio company management teams.

Prior to Leavitt Equity Partners, Michael worked as an Analyst at EYCA, Ernst & Young’s global investment bank, in New York, where he focused on mergers and acquisitions, divestitures, and debt and equity raises within the healthcare coverage group.

Michael earned a bachelor's degree in accounting from Brigham Young University.

Associate

Michael Pesantez

Contact

Michael is an Associate for Leavitt Equity Partners. In this role, Michael assists with identifying and evaluating investment opportunities, executing investments, and supporting portfolio company management teams.

Prior to Leavitt Equity Partners, Michael worked as an Analyst at EYCA, Ernst & Young’s global investment bank, in New York, where he focused on mergers and acquisitions, divestitures, and debt and equity raises within the healthcare coverage group.

Michael earned a bachelor's degree in accounting from Brigham Young University.

Michael Pesantez

Associate

Michael Pesantez

Contact

Michael is an Associate for Leavitt Equity Partners. In this role, Michael assists with identifying and evaluating investment opportunities, executing investments, and supporting portfolio company management teams.

Prior to Leavitt Equity Partners, Michael worked as an Analyst at EYCA, Ernst & Young’s global investment bank, in New York, where he focused on mergers and acquisitions, divestitures, and debt and equity raises within the healthcare coverage group.

Michael earned a bachelor's degree in accounting from Brigham Young University.

Associate

Michael Pesantez

Contact

Michael is an Associate for Leavitt Equity Partners. In this role, Michael assists with identifying and evaluating investment opportunities, executing investments, and supporting portfolio company management teams.

Prior to Leavitt Equity Partners, Michael worked as an Analyst at EYCA, Ernst & Young’s global investment bank, in New York, where he focused on mergers and acquisitions, divestitures, and debt and equity raises within the healthcare coverage group.

Michael earned a bachelor's degree in accounting from Brigham Young University.

Associate

Associate

Rick Walker

Contact

Rick is an Associate for Leavitt Equity Partners. In this role, Rick performs and assists with diligence, evaluations, and executions of investment opportunities. Additionally, he supports several portfolio companies and management teams.

Prior to Leavitt Equity Partners, Rick was a Director at Cougar Capital, an MBA-led venture capital and private equity fund, during business school where he led diligence on several investments including in aerospace defense and medical technology. Additionally, Rick worked as a Private Equity Intern with NorthRock Companies, a real estate investment fund focusing on multifamily properties. Prior to business school, Rick was a Chemical Engineer for Marathon Petroleum Corporation in their downstream fuels upgrading division in Long Beach, CA and Salt Lake City, UT.

Rick earned his MBA from the Brigham Young University Marriott School of Business and a bachelor’s degree in chemical engineering from the University of Utah.

Associate

Rick Walker

Contact

Rick is an Associate for Leavitt Equity Partners. In this role, Rick performs and assists with diligence, evaluations, and executions of investment opportunities. Additionally, he supports several portfolio companies and management teams.

Prior to Leavitt Equity Partners, Rick was a Director at Cougar Capital, an MBA-led venture capital and private equity fund, during business school where he led diligence on several investments including in aerospace defense and medical technology. Additionally, Rick worked as a Private Equity Intern with NorthRock Companies, a real estate investment fund focusing on multifamily properties. Prior to business school, Rick was a Chemical Engineer for Marathon Petroleum Corporation in their downstream fuels upgrading division in Long Beach, CA and Salt Lake City, UT.

Rick earned his MBA from the Brigham Young University Marriott School of Business and a bachelor’s degree in chemical engineering from the University of Utah.

Rick Walker

Associate

Rick Walker

Contact

Rick is an Associate for Leavitt Equity Partners. In this role, Rick performs and assists with diligence, evaluations, and executions of investment opportunities. Additionally, he supports several portfolio companies and management teams.

Prior to Leavitt Equity Partners, Rick was a Director at Cougar Capital, an MBA-led venture capital and private equity fund, during business school where he led diligence on several investments including in aerospace defense and medical technology. Additionally, Rick worked as a Private Equity Intern with NorthRock Companies, a real estate investment fund focusing on multifamily properties. Prior to business school, Rick was a Chemical Engineer for Marathon Petroleum Corporation in their downstream fuels upgrading division in Long Beach, CA and Salt Lake City, UT.

Rick earned his MBA from the Brigham Young University Marriott School of Business and a bachelor’s degree in chemical engineering from the University of Utah.

Associate

Rick Walker

Contact

Rick is an Associate for Leavitt Equity Partners. In this role, Rick performs and assists with diligence, evaluations, and executions of investment opportunities. Additionally, he supports several portfolio companies and management teams.

Prior to Leavitt Equity Partners, Rick was a Director at Cougar Capital, an MBA-led venture capital and private equity fund, during business school where he led diligence on several investments including in aerospace defense and medical technology. Additionally, Rick worked as a Private Equity Intern with NorthRock Companies, a real estate investment fund focusing on multifamily properties. Prior to business school, Rick was a Chemical Engineer for Marathon Petroleum Corporation in their downstream fuels upgrading division in Long Beach, CA and Salt Lake City, UT.

Rick earned his MBA from the Brigham Young University Marriott School of Business and a bachelor’s degree in chemical engineering from the University of Utah.

Associate

02. Executive Partners and strategic advisors

Former Acting Administrator for the Centers for Medicare and Medicaid Services (CMS)

Charlene Frizzera

Charlene Frizzera is the President and CEO of CF Health Advisors, a health policy and business strategy advisory firm, she co-founded with her partner, Jeremy Brown. CF Health Advisors combines her extensive knowledge after serving 30 years of federal service at the Center for Medicare and Medicaid Services with the financing industry expertise of her partner to offer unique and practical perspectives on health care.

Prior to CF Health Advisors, Ms. Frizzera was the Acting Administrator of CMS, where she was responsible for leading the Agency. Over Ms. Frizzera’s thirty-year career at CMS she gained extensive, in-depth policy and operational knowledge having previously held the positions of Chief Operating Officer of CMS, Deputy Director of the Center for Medicaid and State Operations, Regional Administrator of the Philadelphia Regional Office, as well as various other positions in the Medicaid and Medicare programs.

She also is currently a member of the Board of Directors for several companies, and an investor and advisor to early-stage healthcare technology companies.  In addition, she is an adjunct professor at George Washington University Milken Institute School of Public Health.

Former Acting Administrator for the Centers for Medicare and Medicaid Services (CMS)

Charlene Frizzera

Charlene Frizzera is the President and CEO of CF Health Advisors, a health policy and business strategy advisory firm, she co-founded with her partner, Jeremy Brown. CF Health Advisors combines her extensive knowledge after serving 30 years of federal service at the Center for Medicare and Medicaid Services with the financing industry expertise of her partner to offer unique and practical perspectives on health care.

Prior to CF Health Advisors, Ms. Frizzera was the Acting Administrator of CMS, where she was responsible for leading the Agency. Over Ms. Frizzera’s thirty-year career at CMS she gained extensive, in-depth policy and operational knowledge having previously held the positions of Chief Operating Officer of CMS, Deputy Director of the Center for Medicaid and State Operations, Regional Administrator of the Philadelphia Regional Office, as well as various other positions in the Medicaid and Medicare programs.

She also is currently a member of the Board of Directors for several companies, and an investor and advisor to early-stage healthcare technology companies.  In addition, she is an adjunct professor at George Washington University Milken Institute School of Public Health.

Charlene Frizzera

Former Acting Administrator for the Centers for Medicare and Medicaid Services (CMS)

Charlene Frizzera

Charlene Frizzera is the President and CEO of CF Health Advisors, a health policy and business strategy advisory firm, she co-founded with her partner, Jeremy Brown. CF Health Advisors combines her extensive knowledge after serving 30 years of federal service at the Center for Medicare and Medicaid Services with the financing industry expertise of her partner to offer unique and practical perspectives on health care.

Prior to CF Health Advisors, Ms. Frizzera was the Acting Administrator of CMS, where she was responsible for leading the Agency. Over Ms. Frizzera’s thirty-year career at CMS she gained extensive, in-depth policy and operational knowledge having previously held the positions of Chief Operating Officer of CMS, Deputy Director of the Center for Medicaid and State Operations, Regional Administrator of the Philadelphia Regional Office, as well as various other positions in the Medicaid and Medicare programs.

She also is currently a member of the Board of Directors for several companies, and an investor and advisor to early-stage healthcare technology companies.  In addition, she is an adjunct professor at George Washington University Milken Institute School of Public Health.

Former Acting Administrator for the Centers for Medicare and Medicaid Services (CMS)

Charlene Frizzera

Charlene Frizzera is the President and CEO of CF Health Advisors, a health policy and business strategy advisory firm, she co-founded with her partner, Jeremy Brown. CF Health Advisors combines her extensive knowledge after serving 30 years of federal service at the Center for Medicare and Medicaid Services with the financing industry expertise of her partner to offer unique and practical perspectives on health care.

Prior to CF Health Advisors, Ms. Frizzera was the Acting Administrator of CMS, where she was responsible for leading the Agency. Over Ms. Frizzera’s thirty-year career at CMS she gained extensive, in-depth policy and operational knowledge having previously held the positions of Chief Operating Officer of CMS, Deputy Director of the Center for Medicaid and State Operations, Regional Administrator of the Philadelphia Regional Office, as well as various other positions in the Medicaid and Medicare programs.

She also is currently a member of the Board of Directors for several companies, and an investor and advisor to early-stage healthcare technology companies.  In addition, she is an adjunct professor at George Washington University Milken Institute School of Public Health.

Former Acting Administrator for the Centers for Medicare and Medicaid Services (CMS)

Principal, Leavitt Partners; CARIN Alliance; Interoperability and HIT Expert

Ryan Howells

Ryan Howells is a Principal at Leavitt Partners based out of the Washington, D.C. office. Ryan works with the White House, Congress, HHS, and VHA on health care policy and interoperability issues. He currently helps lead the CARIN Alliance, a multi-sector, public-private alliance focused on giving consumers digital access to their health information. Ryan is a member of the CMS Medicaid Information Technology Architecture (MITA) governance board, Carequality steering committee, ONC’s FAST identity tiger team, Technology Association of Georgia's digital health board, VCI.org SMART Health Cards steering committee, and the COVID-19 health care coalition.

He also serves as on the board of multiple health care companies. Before joining Leavitt Partners, Ryan was the general manager for the government business unit of a private-exchange software vendor where he oversaw the implementation of software in three different state-based marketplaces, managed a multi-million-dollar P&L, and was involved in the company’s IPO in late 2014. Earlier in his career, Ryan led the government operations division for iHealth Technologies (now Verscend Technologies) and served as an account executive for numerous regional and national health plans.

Ryan received his master of health administration from the University of Southern California, where he was a dean’s merit scholar. He also holds a bachelor’s degree in English from Brigham Young University and is a Project Management Professional (PMP). He and his wife Alison live with their five children in Atlanta, GA.

Principal, Leavitt Partners; CARIN Alliance; Interoperability and HIT Expert

Ryan Howells

Ryan Howells is a Principal at Leavitt Partners based out of the Washington, D.C. office. Ryan works with the White House, Congress, HHS, and VHA on health care policy and interoperability issues. He currently helps lead the CARIN Alliance, a multi-sector, public-private alliance focused on giving consumers digital access to their health information. Ryan is a member of the CMS Medicaid Information Technology Architecture (MITA) governance board, Carequality steering committee, ONC’s FAST identity tiger team, Technology Association of Georgia's digital health board, VCI.org SMART Health Cards steering committee, and the COVID-19 health care coalition.

He also serves as on the board of multiple health care companies. Before joining Leavitt Partners, Ryan was the general manager for the government business unit of a private-exchange software vendor where he oversaw the implementation of software in three different state-based marketplaces, managed a multi-million-dollar P&L, and was involved in the company’s IPO in late 2014. Earlier in his career, Ryan led the government operations division for iHealth Technologies (now Verscend Technologies) and served as an account executive for numerous regional and national health plans.

Ryan received his master of health administration from the University of Southern California, where he was a dean’s merit scholar. He also holds a bachelor’s degree in English from Brigham Young University and is a Project Management Professional (PMP). He and his wife Alison live with their five children in Atlanta, GA.

Ryan Howells

Principal, Leavitt Partners; CARIN Alliance; Interoperability and HIT Expert

Ryan Howells

Ryan Howells is a Principal at Leavitt Partners based out of the Washington, D.C. office. Ryan works with the White House, Congress, HHS, and VHA on health care policy and interoperability issues. He currently helps lead the CARIN Alliance, a multi-sector, public-private alliance focused on giving consumers digital access to their health information. Ryan is a member of the CMS Medicaid Information Technology Architecture (MITA) governance board, Carequality steering committee, ONC’s FAST identity tiger team, Technology Association of Georgia's digital health board, VCI.org SMART Health Cards steering committee, and the COVID-19 health care coalition.

He also serves as on the board of multiple health care companies. Before joining Leavitt Partners, Ryan was the general manager for the government business unit of a private-exchange software vendor where he oversaw the implementation of software in three different state-based marketplaces, managed a multi-million-dollar P&L, and was involved in the company’s IPO in late 2014. Earlier in his career, Ryan led the government operations division for iHealth Technologies (now Verscend Technologies) and served as an account executive for numerous regional and national health plans.

Ryan received his master of health administration from the University of Southern California, where he was a dean’s merit scholar. He also holds a bachelor’s degree in English from Brigham Young University and is a Project Management Professional (PMP). He and his wife Alison live with their five children in Atlanta, GA.

Principal, Leavitt Partners; CARIN Alliance; Interoperability and HIT Expert

Ryan Howells

Ryan Howells is a Principal at Leavitt Partners based out of the Washington, D.C. office. Ryan works with the White House, Congress, HHS, and VHA on health care policy and interoperability issues. He currently helps lead the CARIN Alliance, a multi-sector, public-private alliance focused on giving consumers digital access to their health information. Ryan is a member of the CMS Medicaid Information Technology Architecture (MITA) governance board, Carequality steering committee, ONC’s FAST identity tiger team, Technology Association of Georgia's digital health board, VCI.org SMART Health Cards steering committee, and the COVID-19 health care coalition.

He also serves as on the board of multiple health care companies. Before joining Leavitt Partners, Ryan was the general manager for the government business unit of a private-exchange software vendor where he oversaw the implementation of software in three different state-based marketplaces, managed a multi-million-dollar P&L, and was involved in the company’s IPO in late 2014. Earlier in his career, Ryan led the government operations division for iHealth Technologies (now Verscend Technologies) and served as an account executive for numerous regional and national health plans.

Ryan received his master of health administration from the University of Southern California, where he was a dean’s merit scholar. He also holds a bachelor’s degree in English from Brigham Young University and is a Project Management Professional (PMP). He and his wife Alison live with their five children in Atlanta, GA.

Principal, Leavitt Partners; CARIN Alliance; Interoperability and HIT Expert

Chairman and CEO, Eventus WholeHealth; Former North Carolina Secretary of Health and Human Services

Rick Brajer

The son of Yugoslavian immigrants, Rick brings over twenty years of president and CEO level leadership experience operating within venture, private equity, public (IPO), and public service (cabinet level government) environments.
Rick’s leadership efforts are now solely focused on healthcare services to vulnerable populations (elderly; I/DD; mental health; at-risk youth).

Recently, Rick led system-wide reform efforts through public service, as North Carolina’s Secretary of Health and Human Services. This was a cabinet-level position for a $20 billion agency with approximately 15,000 employees. The system-level change included Medicaid reform, mental health and substance use system redesign, construction of state-operated psychiatric hospitals, integrating data analytics into program operations, and new program initiatives targeted at improving the population health and work readiness of North Carolina’s 10 million citizens.
Previously, he led health care service, diagnostic, diabetes, medical device, and technology enabled service businesses ranging from $24 million to $1.2 billion in revenue through a broad variety of complex challenges including turnaround to growth, merger, change in service delivery models, and shift from private company to public company status (IPO).

Rick earned a Bachelor of Science in Chemical Engineering from Purdue University and a Master of Business Administration from the Stanford Graduate School of Business.

Chairman and CEO, Eventus WholeHealth; Former North Carolina Secretary of Health and Human Services

Rick Brajer

The son of Yugoslavian immigrants, Rick brings over twenty years of president and CEO level leadership experience operating within venture, private equity, public (IPO), and public service (cabinet level government) environments.
Rick’s leadership efforts are now solely focused on healthcare services to vulnerable populations (elderly; I/DD; mental health; at-risk youth).

Recently, Rick led system-wide reform efforts through public service, as North Carolina’s Secretary of Health and Human Services. This was a cabinet-level position for a $20 billion agency with approximately 15,000 employees. The system-level change included Medicaid reform, mental health and substance use system redesign, construction of state-operated psychiatric hospitals, integrating data analytics into program operations, and new program initiatives targeted at improving the population health and work readiness of North Carolina’s 10 million citizens.
Previously, he led health care service, diagnostic, diabetes, medical device, and technology enabled service businesses ranging from $24 million to $1.2 billion in revenue through a broad variety of complex challenges including turnaround to growth, merger, change in service delivery models, and shift from private company to public company status (IPO).

Rick earned a Bachelor of Science in Chemical Engineering from Purdue University and a Master of Business Administration from the Stanford Graduate School of Business.

Rick Brajer

Chairman and CEO, Eventus WholeHealth; Former North Carolina Secretary of Health and Human Services

Rick Brajer

The son of Yugoslavian immigrants, Rick brings over twenty years of president and CEO level leadership experience operating within venture, private equity, public (IPO), and public service (cabinet level government) environments.
Rick’s leadership efforts are now solely focused on healthcare services to vulnerable populations (elderly; I/DD; mental health; at-risk youth).

Recently, Rick led system-wide reform efforts through public service, as North Carolina’s Secretary of Health and Human Services. This was a cabinet-level position for a $20 billion agency with approximately 15,000 employees. The system-level change included Medicaid reform, mental health and substance use system redesign, construction of state-operated psychiatric hospitals, integrating data analytics into program operations, and new program initiatives targeted at improving the population health and work readiness of North Carolina’s 10 million citizens.
Previously, he led health care service, diagnostic, diabetes, medical device, and technology enabled service businesses ranging from $24 million to $1.2 billion in revenue through a broad variety of complex challenges including turnaround to growth, merger, change in service delivery models, and shift from private company to public company status (IPO).

Rick earned a Bachelor of Science in Chemical Engineering from Purdue University and a Master of Business Administration from the Stanford Graduate School of Business.

Chairman and CEO, Eventus WholeHealth; Former North Carolina Secretary of Health and Human Services

Rick Brajer

The son of Yugoslavian immigrants, Rick brings over twenty years of president and CEO level leadership experience operating within venture, private equity, public (IPO), and public service (cabinet level government) environments.
Rick’s leadership efforts are now solely focused on healthcare services to vulnerable populations (elderly; I/DD; mental health; at-risk youth).

Recently, Rick led system-wide reform efforts through public service, as North Carolina’s Secretary of Health and Human Services. This was a cabinet-level position for a $20 billion agency with approximately 15,000 employees. The system-level change included Medicaid reform, mental health and substance use system redesign, construction of state-operated psychiatric hospitals, integrating data analytics into program operations, and new program initiatives targeted at improving the population health and work readiness of North Carolina’s 10 million citizens.
Previously, he led health care service, diagnostic, diabetes, medical device, and technology enabled service businesses ranging from $24 million to $1.2 billion in revenue through a broad variety of complex challenges including turnaround to growth, merger, change in service delivery models, and shift from private company to public company status (IPO).

Rick earned a Bachelor of Science in Chemical Engineering from Purdue University and a Master of Business Administration from the Stanford Graduate School of Business.

Chairman and CEO, Eventus WholeHealth; Former North Carolina Secretary of Health and Human Services

Chief Research and Innovation Officer for Health Management Associates

David Muhlestein

David Muhlestein, PhD, JD, is Chief Research and Innovation Officer for Health Management Associates. He is responsible for the firm’s self-directed research and supports strategic planning and innovation.

David’s research and expertise centers on healthcare payment and delivery transformation, understanding healthcare markets, and evaluating how the broader healthcare system is changing. He is a self-identified data nerd and regularly speaks and writes about healthcare system evolution.

David joined HMA via its acquisition of Leavitt Partners in 2021 where he was the Chief Strategy and Chief Research Officer.
Additionally, David is a Visiting Policy Fellow at the Margolis Center for Health Policy at Duke University and Adjunct Assistant Professor at The Ohio State University College of Public Health. He previously served as Adjunct Assistant Professor of The Dartmouth Institute (TDI) at the Geisel School of Medicine at Dartmouth College.

David earned his PhD in health services management and policy, JD, MHA, and MS from The Ohio State University, and a BA from Brigham Young University.

Chief Research and Innovation Officer for Health Management Associates

David Muhlestein

David Muhlestein, PhD, JD, is Chief Research and Innovation Officer for Health Management Associates. He is responsible for the firm’s self-directed research and supports strategic planning and innovation.

David’s research and expertise centers on healthcare payment and delivery transformation, understanding healthcare markets, and evaluating how the broader healthcare system is changing. He is a self-identified data nerd and regularly speaks and writes about healthcare system evolution.

David joined HMA via its acquisition of Leavitt Partners in 2021 where he was the Chief Strategy and Chief Research Officer.
Additionally, David is a Visiting Policy Fellow at the Margolis Center for Health Policy at Duke University and Adjunct Assistant Professor at The Ohio State University College of Public Health. He previously served as Adjunct Assistant Professor of The Dartmouth Institute (TDI) at the Geisel School of Medicine at Dartmouth College.

David earned his PhD in health services management and policy, JD, MHA, and MS from The Ohio State University, and a BA from Brigham Young University.

David Muhlestein

Chief Research and Innovation Officer for Health Management Associates

David Muhlestein

David Muhlestein, PhD, JD, is Chief Research and Innovation Officer for Health Management Associates. He is responsible for the firm’s self-directed research and supports strategic planning and innovation.

David’s research and expertise centers on healthcare payment and delivery transformation, understanding healthcare markets, and evaluating how the broader healthcare system is changing. He is a self-identified data nerd and regularly speaks and writes about healthcare system evolution.

David joined HMA via its acquisition of Leavitt Partners in 2021 where he was the Chief Strategy and Chief Research Officer.
Additionally, David is a Visiting Policy Fellow at the Margolis Center for Health Policy at Duke University and Adjunct Assistant Professor at The Ohio State University College of Public Health. He previously served as Adjunct Assistant Professor of The Dartmouth Institute (TDI) at the Geisel School of Medicine at Dartmouth College.

David earned his PhD in health services management and policy, JD, MHA, and MS from The Ohio State University, and a BA from Brigham Young University.

Chief Research and Innovation Officer for Health Management Associates

David Muhlestein

David Muhlestein, PhD, JD, is Chief Research and Innovation Officer for Health Management Associates. He is responsible for the firm’s self-directed research and supports strategic planning and innovation.

David’s research and expertise centers on healthcare payment and delivery transformation, understanding healthcare markets, and evaluating how the broader healthcare system is changing. He is a self-identified data nerd and regularly speaks and writes about healthcare system evolution.

David joined HMA via its acquisition of Leavitt Partners in 2021 where he was the Chief Strategy and Chief Research Officer.
Additionally, David is a Visiting Policy Fellow at the Margolis Center for Health Policy at Duke University and Adjunct Assistant Professor at The Ohio State University College of Public Health. He previously served as Adjunct Assistant Professor of The Dartmouth Institute (TDI) at the Geisel School of Medicine at Dartmouth College.

David earned his PhD in health services management and policy, JD, MHA, and MS from The Ohio State University, and a BA from Brigham Young University.

Chief Research and Innovation Officer for Health Management Associates

President & Chief Executive Officer, Alucent Biomedical, Inc.

Myles D. Greenberg, MD

Dr. Myles Greenberg brings to Alucent Biomedical more than 20 years of experience in growing healthcare, medical technology and life sciences firms as an entrepreneur, operating executive, board member, clinician and investor.  Prior to joining Alucent as CEO, he served as chief development officer at IntegraMed America (now part of US Fertility), a private equity backed healthcare services firm.

Before becoming a full-time operating executive, Dr. Greenberg had a 15-year career in healthcare and life sciences venture capital.  He was a partner or principal at early-stage VC firms CHL Medical Partners, HealthInvest Equity Partners and Pappas Ventures.  As a start-up venture investor and board member, he often served as lead director or in an interim executive management role at many dynamic companies in the biotechnology, medical device, and healthcare services and information technology sectors, such as Ambra Health (acquired by Intelerad Medical Systems), Angiomics (acquired by PDL BioPharma), Flowcardia (acquired by CR Bard), Liposcience (acquired by LabCorp), Millennium Pharmacy Systems (acquired by PharMerica), Oriel Therapeutics (acquired by Novartis / Sandoz), NuVasive (Nasdaq: NUVA), Syntonix Pharmaceuticals (acquired by Biogen Idec), Urgent Care Centers of New England / CareWell Urgent Care (acquired by a private equity firm), and Vascular Pathways (acquired by CR Bard).

In addition to leading the Alucent team, Dr. Greenberg currently serves as vice chair of the board of directors of BioUtah, Utah’s life sciences trade association, and as an adjunct faculty member / entrepreneur-in-residence for the Center for Medical Innovation at the University of Utah School of Medicine.  He is also a co-founder and serves on the board of Focused Therapeutics, Inc.

Dr. Greenberg began his career as a faculty physician and clinical director at Beth Israel Deaconess Medical Center / Harvard Medical School in Boston.  He holds an MBA from Harvard Business School, MD from the Yale University School of Medicine and a BAS from the University of Pennsylvania School of Engineering and Applied Science.  Dr. Greenberg is a Diplomate of the American Board of Emergency Medicine.

President & Chief Executive Officer, Alucent Biomedical, Inc.

Myles D. Greenberg, MD

Dr. Myles Greenberg brings to Alucent Biomedical more than 20 years of experience in growing healthcare, medical technology and life sciences firms as an entrepreneur, operating executive, board member, clinician and investor.  Prior to joining Alucent as CEO, he served as chief development officer at IntegraMed America (now part of US Fertility), a private equity backed healthcare services firm.

Before becoming a full-time operating executive, Dr. Greenberg had a 15-year career in healthcare and life sciences venture capital.  He was a partner or principal at early-stage VC firms CHL Medical Partners, HealthInvest Equity Partners and Pappas Ventures.  As a start-up venture investor and board member, he often served as lead director or in an interim executive management role at many dynamic companies in the biotechnology, medical device, and healthcare services and information technology sectors, such as Ambra Health (acquired by Intelerad Medical Systems), Angiomics (acquired by PDL BioPharma), Flowcardia (acquired by CR Bard), Liposcience (acquired by LabCorp), Millennium Pharmacy Systems (acquired by PharMerica), Oriel Therapeutics (acquired by Novartis / Sandoz), NuVasive (Nasdaq: NUVA), Syntonix Pharmaceuticals (acquired by Biogen Idec), Urgent Care Centers of New England / CareWell Urgent Care (acquired by a private equity firm), and Vascular Pathways (acquired by CR Bard).

In addition to leading the Alucent team, Dr. Greenberg currently serves as vice chair of the board of directors of BioUtah, Utah’s life sciences trade association, and as an adjunct faculty member / entrepreneur-in-residence for the Center for Medical Innovation at the University of Utah School of Medicine.  He is also a co-founder and serves on the board of Focused Therapeutics, Inc.

Dr. Greenberg began his career as a faculty physician and clinical director at Beth Israel Deaconess Medical Center / Harvard Medical School in Boston.  He holds an MBA from Harvard Business School, MD from the Yale University School of Medicine and a BAS from the University of Pennsylvania School of Engineering and Applied Science.  Dr. Greenberg is a Diplomate of the American Board of Emergency Medicine.

Myles D. Greenberg, MD

President & Chief Executive Officer, Alucent Biomedical, Inc.

Myles D. Greenberg, MD

Dr. Myles Greenberg brings to Alucent Biomedical more than 20 years of experience in growing healthcare, medical technology and life sciences firms as an entrepreneur, operating executive, board member, clinician and investor.  Prior to joining Alucent as CEO, he served as chief development officer at IntegraMed America (now part of US Fertility), a private equity backed healthcare services firm.

Before becoming a full-time operating executive, Dr. Greenberg had a 15-year career in healthcare and life sciences venture capital.  He was a partner or principal at early-stage VC firms CHL Medical Partners, HealthInvest Equity Partners and Pappas Ventures.  As a start-up venture investor and board member, he often served as lead director or in an interim executive management role at many dynamic companies in the biotechnology, medical device, and healthcare services and information technology sectors, such as Ambra Health (acquired by Intelerad Medical Systems), Angiomics (acquired by PDL BioPharma), Flowcardia (acquired by CR Bard), Liposcience (acquired by LabCorp), Millennium Pharmacy Systems (acquired by PharMerica), Oriel Therapeutics (acquired by Novartis / Sandoz), NuVasive (Nasdaq: NUVA), Syntonix Pharmaceuticals (acquired by Biogen Idec), Urgent Care Centers of New England / CareWell Urgent Care (acquired by a private equity firm), and Vascular Pathways (acquired by CR Bard).

In addition to leading the Alucent team, Dr. Greenberg currently serves as vice chair of the board of directors of BioUtah, Utah’s life sciences trade association, and as an adjunct faculty member / entrepreneur-in-residence for the Center for Medical Innovation at the University of Utah School of Medicine.  He is also a co-founder and serves on the board of Focused Therapeutics, Inc.

Dr. Greenberg began his career as a faculty physician and clinical director at Beth Israel Deaconess Medical Center / Harvard Medical School in Boston.  He holds an MBA from Harvard Business School, MD from the Yale University School of Medicine and a BAS from the University of Pennsylvania School of Engineering and Applied Science.  Dr. Greenberg is a Diplomate of the American Board of Emergency Medicine.

President & Chief Executive Officer, Alucent Biomedical, Inc.

Myles D. Greenberg, MD

Dr. Myles Greenberg brings to Alucent Biomedical more than 20 years of experience in growing healthcare, medical technology and life sciences firms as an entrepreneur, operating executive, board member, clinician and investor.  Prior to joining Alucent as CEO, he served as chief development officer at IntegraMed America (now part of US Fertility), a private equity backed healthcare services firm.

Before becoming a full-time operating executive, Dr. Greenberg had a 15-year career in healthcare and life sciences venture capital.  He was a partner or principal at early-stage VC firms CHL Medical Partners, HealthInvest Equity Partners and Pappas Ventures.  As a start-up venture investor and board member, he often served as lead director or in an interim executive management role at many dynamic companies in the biotechnology, medical device, and healthcare services and information technology sectors, such as Ambra Health (acquired by Intelerad Medical Systems), Angiomics (acquired by PDL BioPharma), Flowcardia (acquired by CR Bard), Liposcience (acquired by LabCorp), Millennium Pharmacy Systems (acquired by PharMerica), Oriel Therapeutics (acquired by Novartis / Sandoz), NuVasive (Nasdaq: NUVA), Syntonix Pharmaceuticals (acquired by Biogen Idec), Urgent Care Centers of New England / CareWell Urgent Care (acquired by a private equity firm), and Vascular Pathways (acquired by CR Bard).

In addition to leading the Alucent team, Dr. Greenberg currently serves as vice chair of the board of directors of BioUtah, Utah’s life sciences trade association, and as an adjunct faculty member / entrepreneur-in-residence for the Center for Medical Innovation at the University of Utah School of Medicine.  He is also a co-founder and serves on the board of Focused Therapeutics, Inc.

Dr. Greenberg began his career as a faculty physician and clinical director at Beth Israel Deaconess Medical Center / Harvard Medical School in Boston.  He holds an MBA from Harvard Business School, MD from the Yale University School of Medicine and a BAS from the University of Pennsylvania School of Engineering and Applied Science.  Dr. Greenberg is a Diplomate of the American Board of Emergency Medicine.

President & Chief Executive Officer, Alucent Biomedical, Inc.

Chief Medical Officer, Pharmacy and New Health Initiatives, Amazon

Vin Gupta, MD

Vin Gupta, MD, MSt, MPA is a practicing pulmonologist who currently serves as Chief Medical Officer of Pharmacy and New Health Initiatives at Amazon. Prior to his role at Amazon, he supported the clinical team at Apple Health and has recently served as a senior medical advisor to Thermo Fisher Scientific, Mesa Biotech, the National Football League, and the Seattle Mariners. He is also affiliate faculty at the University of Washington’s Institute for Health Metrics and Evaluation and Evans School and Commissioned Officer (O-4, Major) in the United States Air Force Medical Reserve Corps. Outside of these responsibilities, Dr. Gupta serves as medical analyst for NBC News.

Dr. Gupta received his Bachelor of Arts degree from Princeton University, Medical Doctorate from Columbia University’s Vagelos College of Physicians and Surgeons, Masters in Public Administration from Harvard’s Kennedy School of Government and Master of Studies in International Relations from the University of Cambridge. He has active board certification in Internal Medicine, Pulmonology and Critical Care Medicine and completed his clinical training at Brigham & Women’s Hospital.

Chief Medical Officer, Pharmacy and New Health Initiatives, Amazon

Vin Gupta, MD

Vin Gupta, MD, MSt, MPA is a practicing pulmonologist who currently serves as Chief Medical Officer of Pharmacy and New Health Initiatives at Amazon. Prior to his role at Amazon, he supported the clinical team at Apple Health and has recently served as a senior medical advisor to Thermo Fisher Scientific, Mesa Biotech, the National Football League, and the Seattle Mariners. He is also affiliate faculty at the University of Washington’s Institute for Health Metrics and Evaluation and Evans School and Commissioned Officer (O-4, Major) in the United States Air Force Medical Reserve Corps. Outside of these responsibilities, Dr. Gupta serves as medical analyst for NBC News.

Dr. Gupta received his Bachelor of Arts degree from Princeton University, Medical Doctorate from Columbia University’s Vagelos College of Physicians and Surgeons, Masters in Public Administration from Harvard’s Kennedy School of Government and Master of Studies in International Relations from the University of Cambridge. He has active board certification in Internal Medicine, Pulmonology and Critical Care Medicine and completed his clinical training at Brigham & Women’s Hospital.

Vin Gupta, MD

Chief Medical Officer, Pharmacy and New Health Initiatives, Amazon

Vin Gupta, MD

Vin Gupta, MD, MSt, MPA is a practicing pulmonologist who currently serves as Chief Medical Officer of Pharmacy and New Health Initiatives at Amazon. Prior to his role at Amazon, he supported the clinical team at Apple Health and has recently served as a senior medical advisor to Thermo Fisher Scientific, Mesa Biotech, the National Football League, and the Seattle Mariners. He is also affiliate faculty at the University of Washington’s Institute for Health Metrics and Evaluation and Evans School and Commissioned Officer (O-4, Major) in the United States Air Force Medical Reserve Corps. Outside of these responsibilities, Dr. Gupta serves as medical analyst for NBC News.

Dr. Gupta received his Bachelor of Arts degree from Princeton University, Medical Doctorate from Columbia University’s Vagelos College of Physicians and Surgeons, Masters in Public Administration from Harvard’s Kennedy School of Government and Master of Studies in International Relations from the University of Cambridge. He has active board certification in Internal Medicine, Pulmonology and Critical Care Medicine and completed his clinical training at Brigham & Women’s Hospital.

Chief Medical Officer, Pharmacy and New Health Initiatives, Amazon

Vin Gupta, MD

Vin Gupta, MD, MSt, MPA is a practicing pulmonologist who currently serves as Chief Medical Officer of Pharmacy and New Health Initiatives at Amazon. Prior to his role at Amazon, he supported the clinical team at Apple Health and has recently served as a senior medical advisor to Thermo Fisher Scientific, Mesa Biotech, the National Football League, and the Seattle Mariners. He is also affiliate faculty at the University of Washington’s Institute for Health Metrics and Evaluation and Evans School and Commissioned Officer (O-4, Major) in the United States Air Force Medical Reserve Corps. Outside of these responsibilities, Dr. Gupta serves as medical analyst for NBC News.

Dr. Gupta received his Bachelor of Arts degree from Princeton University, Medical Doctorate from Columbia University’s Vagelos College of Physicians and Surgeons, Masters in Public Administration from Harvard’s Kennedy School of Government and Master of Studies in International Relations from the University of Cambridge. He has active board certification in Internal Medicine, Pulmonology and Critical Care Medicine and completed his clinical training at Brigham & Women’s Hospital.

Chief Medical Officer, Pharmacy and New Health Initiatives, Amazon

Data & Analytics Leader in Healthcare

Swati B. Abbott

Swati Abbott is recognized for her extensive domain knowledge in data & analytics along with industry leadership within payer, provider, and pharmaceutical markets.  She has also been very effective in turning around underperforming companies into highly efficient and high growth companies.  As a respected industry leader, Ms. Abbott is often called upon by leading industry publications for her opinions and experiences regarding the use and future of healthcare analytics and the state of healthcare data and quality improvement initiatives. She was nominated by Frost & Sullivan as one of Healthcare’s Movers & Shakers.  In 2019, she was awarded FierceHealthcare "Women of Influence” (Webpage: Fierce Healthcare Women of Influence). Ms. Abbott was selected by Directors & Boards publication as one of the Racial and Ethnic Directors to Watch for 2022 (https://www.directorsandboards.com/articles/singledirectors-watch-2022-racial-ethnic-diversity).

 

Ms. Abbott serves on the board of The Ensign Group, Inc. (ENSG) where she chairs the Compensation Committee as well as serve on the Audit Committee and the Quality & Compliance Committee. Additionally, Ms. Abbott serves on the board of Prognos, a privately held lab data analytics company where she chairs the Audit Committee.  Ms. Abbott also served on the board of Magellan Health, Inc. (MGLN) until Magellan’s acquisition by Centene in January 2022. At Magellan, Ms. Abbott chaired the Nominating and Governance Committee and served on the Quality & Compliance Committee.  She also serves on the Industry Advisory Group for University of Chicago.

 

Experience

BHI: April 2011 to March 2022

President & CEO – 2011 to March 2022

Blue Health Intelligence (BHI) is a for-profit independent company owned by 18 Blue Cross Blue Shield plans as well as Blue Cross Blue Shield Association (BCBSA).  BHI has the largest medical and pharmacy claims database in the United States.  BHI’s mission is to leverage the data and advanced analytics to improve outcomes and reduce healthcare costs.

BHI was spun out of the Blue Cross Blue Shield Association in 2011 as a standalone for-profit company.  At that time, the company had expenses of $25M per year and no revenue.  Upon joining BHI, Ms. Abbott laid out a strategic business plan for the company and raised 38M in capital from 18 Blue Cross Blue Shield plans.

Through effective strategy and strong operational skills, she drove the company to be profitable within 3 years.  Under Ms. Abbott’s leadership, BHI has emerged as a leading provider of data, analytical consulting, as well as software solutions for payers, providers and life sciences companies with revenues over 60M in 2021. The company saw over 400% revenue and profit growth under her leadership.

As CEO of BHI, Ms. Abbott was a trusted advisor and partner for the Blue Cross Blue Shield CEOs and senior leadership.  She worked very closely with the Blues as well as BCBSA to leverage data and advanced analytics to inform provider transparency, establishing high performance networks and measuring success of value-based care.

Reed Elsevier: February 2003 to March 2011

VP Payer/Provider Solutions, Elsevier Health Sciences

President, MEDai and Informed Decisions

MEDai was a leading predictive analytics company that helped payers and providers prioritize and stratify their integrated care management efforts. Ms. Abbott aggressively grew revenues by 300% within 4 years.  She was integral in selling MEDai to Reed Elsevier in 2008.  Post-acquisition, Ms. Abbott became CEO of multiple companies acquired by Reed Elsevier.  She was also instrumental in establishing and expanding the healthcare analytics business for Reed Elsevier.

ViPS, Inc.: December 2000 to January 2003

Managing Director, Medical Management Strategic Business Unit: 2000 to 2003

ViPS was a leading provider of data warehousing and quality improvement solutions for payers. Ms. Abbott managed overall P&L for ViPS’ Medical Management line of business. Her primary focus was to provide a strategic customer and market driven focus to each product group as well as to ensure that the development, implementation and customer service teams were aligned to support the strategic direction for the product.

HealthObjects Corporation: August 1998 to December 2000

Director, Product Management, Services and IT

HealthObjects was a wholly owned subsidiary of Genesis Health Ventures which provided long-term care pharmacy solutions to Genesis’ their skilled nursing facilities. Ms. Abbott lead Product Management, Customer Service, and IT for the company to enable automation of the long-term care pharmacy operations and workflow.

SoftMed Systems, Inc: June 1995 to July 1998

Product Line Director

SoftMed Systems was a leading provider of medical records management solutions for providers. Ms. Abbott lead the product team for coding/abstracting and clinical software used by the Medical Records, Quality Assurance, Utilization Management, Risk Management, and Infection Control departments for multiple hospitals across the United States.

 Research Management Consultants, Inc: 1989 to 1995

Branch Manager, Consulting

Led several consulting projects for Department of Agriculture, FAA, and National Park Service.

EDUCATION

B.S. Physics, Delhi University

 

Data & Analytics Leader in Healthcare

Swati B. Abbott

Swati Abbott is recognized for her extensive domain knowledge in data & analytics along with industry leadership within payer, provider, and pharmaceutical markets.  She has also been very effective in turning around underperforming companies into highly efficient and high growth companies.  As a respected industry leader, Ms. Abbott is often called upon by leading industry publications for her opinions and experiences regarding the use and future of healthcare analytics and the state of healthcare data and quality improvement initiatives. She was nominated by Frost & Sullivan as one of Healthcare’s Movers & Shakers.  In 2019, she was awarded FierceHealthcare "Women of Influence” (Webpage: Fierce Healthcare Women of Influence). Ms. Abbott was selected by Directors & Boards publication as one of the Racial and Ethnic Directors to Watch for 2022 (https://www.directorsandboards.com/articles/singledirectors-watch-2022-racial-ethnic-diversity).

 

Ms. Abbott serves on the board of The Ensign Group, Inc. (ENSG) where she chairs the Compensation Committee as well as serve on the Audit Committee and the Quality & Compliance Committee. Additionally, Ms. Abbott serves on the board of Prognos, a privately held lab data analytics company where she chairs the Audit Committee.  Ms. Abbott also served on the board of Magellan Health, Inc. (MGLN) until Magellan’s acquisition by Centene in January 2022. At Magellan, Ms. Abbott chaired the Nominating and Governance Committee and served on the Quality & Compliance Committee.  She also serves on the Industry Advisory Group for University of Chicago.

 

Experience

BHI: April 2011 to March 2022

President & CEO – 2011 to March 2022

Blue Health Intelligence (BHI) is a for-profit independent company owned by 18 Blue Cross Blue Shield plans as well as Blue Cross Blue Shield Association (BCBSA).  BHI has the largest medical and pharmacy claims database in the United States.  BHI’s mission is to leverage the data and advanced analytics to improve outcomes and reduce healthcare costs.

BHI was spun out of the Blue Cross Blue Shield Association in 2011 as a standalone for-profit company.  At that time, the company had expenses of $25M per year and no revenue.  Upon joining BHI, Ms. Abbott laid out a strategic business plan for the company and raised 38M in capital from 18 Blue Cross Blue Shield plans.

Through effective strategy and strong operational skills, she drove the company to be profitable within 3 years.  Under Ms. Abbott’s leadership, BHI has emerged as a leading provider of data, analytical consulting, as well as software solutions for payers, providers and life sciences companies with revenues over 60M in 2021. The company saw over 400% revenue and profit growth under her leadership.

As CEO of BHI, Ms. Abbott was a trusted advisor and partner for the Blue Cross Blue Shield CEOs and senior leadership.  She worked very closely with the Blues as well as BCBSA to leverage data and advanced analytics to inform provider transparency, establishing high performance networks and measuring success of value-based care.

Reed Elsevier: February 2003 to March 2011

VP Payer/Provider Solutions, Elsevier Health Sciences

President, MEDai and Informed Decisions

MEDai was a leading predictive analytics company that helped payers and providers prioritize and stratify their integrated care management efforts. Ms. Abbott aggressively grew revenues by 300% within 4 years.  She was integral in selling MEDai to Reed Elsevier in 2008.  Post-acquisition, Ms. Abbott became CEO of multiple companies acquired by Reed Elsevier.  She was also instrumental in establishing and expanding the healthcare analytics business for Reed Elsevier.

ViPS, Inc.: December 2000 to January 2003

Managing Director, Medical Management Strategic Business Unit: 2000 to 2003

ViPS was a leading provider of data warehousing and quality improvement solutions for payers. Ms. Abbott managed overall P&L for ViPS’ Medical Management line of business. Her primary focus was to provide a strategic customer and market driven focus to each product group as well as to ensure that the development, implementation and customer service teams were aligned to support the strategic direction for the product.

HealthObjects Corporation: August 1998 to December 2000

Director, Product Management, Services and IT

HealthObjects was a wholly owned subsidiary of Genesis Health Ventures which provided long-term care pharmacy solutions to Genesis’ their skilled nursing facilities. Ms. Abbott lead Product Management, Customer Service, and IT for the company to enable automation of the long-term care pharmacy operations and workflow.

SoftMed Systems, Inc: June 1995 to July 1998

Product Line Director

SoftMed Systems was a leading provider of medical records management solutions for providers. Ms. Abbott lead the product team for coding/abstracting and clinical software used by the Medical Records, Quality Assurance, Utilization Management, Risk Management, and Infection Control departments for multiple hospitals across the United States.

 Research Management Consultants, Inc: 1989 to 1995

Branch Manager, Consulting

Led several consulting projects for Department of Agriculture, FAA, and National Park Service.

EDUCATION

B.S. Physics, Delhi University

 

Swati B. Abbott

Data & Analytics Leader in Healthcare

Swati B. Abbott

Swati Abbott is recognized for her extensive domain knowledge in data & analytics along with industry leadership within payer, provider, and pharmaceutical markets.  She has also been very effective in turning around underperforming companies into highly efficient and high growth companies.  As a respected industry leader, Ms. Abbott is often called upon by leading industry publications for her opinions and experiences regarding the use and future of healthcare analytics and the state of healthcare data and quality improvement initiatives. She was nominated by Frost & Sullivan as one of Healthcare’s Movers & Shakers.  In 2019, she was awarded FierceHealthcare "Women of Influence” (Webpage: Fierce Healthcare Women of Influence). Ms. Abbott was selected by Directors & Boards publication as one of the Racial and Ethnic Directors to Watch for 2022 (https://www.directorsandboards.com/articles/singledirectors-watch-2022-racial-ethnic-diversity).

 

Ms. Abbott serves on the board of The Ensign Group, Inc. (ENSG) where she chairs the Compensation Committee as well as serve on the Audit Committee and the Quality & Compliance Committee. Additionally, Ms. Abbott serves on the board of Prognos, a privately held lab data analytics company where she chairs the Audit Committee.  Ms. Abbott also served on the board of Magellan Health, Inc. (MGLN) until Magellan’s acquisition by Centene in January 2022. At Magellan, Ms. Abbott chaired the Nominating and Governance Committee and served on the Quality & Compliance Committee.  She also serves on the Industry Advisory Group for University of Chicago.

 

Experience

BHI: April 2011 to March 2022

President & CEO – 2011 to March 2022

Blue Health Intelligence (BHI) is a for-profit independent company owned by 18 Blue Cross Blue Shield plans as well as Blue Cross Blue Shield Association (BCBSA).  BHI has the largest medical and pharmacy claims database in the United States.  BHI’s mission is to leverage the data and advanced analytics to improve outcomes and reduce healthcare costs.

BHI was spun out of the Blue Cross Blue Shield Association in 2011 as a standalone for-profit company.  At that time, the company had expenses of $25M per year and no revenue.  Upon joining BHI, Ms. Abbott laid out a strategic business plan for the company and raised 38M in capital from 18 Blue Cross Blue Shield plans.

Through effective strategy and strong operational skills, she drove the company to be profitable within 3 years.  Under Ms. Abbott’s leadership, BHI has emerged as a leading provider of data, analytical consulting, as well as software solutions for payers, providers and life sciences companies with revenues over 60M in 2021. The company saw over 400% revenue and profit growth under her leadership.

As CEO of BHI, Ms. Abbott was a trusted advisor and partner for the Blue Cross Blue Shield CEOs and senior leadership.  She worked very closely with the Blues as well as BCBSA to leverage data and advanced analytics to inform provider transparency, establishing high performance networks and measuring success of value-based care.

Reed Elsevier: February 2003 to March 2011

VP Payer/Provider Solutions, Elsevier Health Sciences

President, MEDai and Informed Decisions

MEDai was a leading predictive analytics company that helped payers and providers prioritize and stratify their integrated care management efforts. Ms. Abbott aggressively grew revenues by 300% within 4 years.  She was integral in selling MEDai to Reed Elsevier in 2008.  Post-acquisition, Ms. Abbott became CEO of multiple companies acquired by Reed Elsevier.  She was also instrumental in establishing and expanding the healthcare analytics business for Reed Elsevier.

ViPS, Inc.: December 2000 to January 2003

Managing Director, Medical Management Strategic Business Unit: 2000 to 2003

ViPS was a leading provider of data warehousing and quality improvement solutions for payers. Ms. Abbott managed overall P&L for ViPS’ Medical Management line of business. Her primary focus was to provide a strategic customer and market driven focus to each product group as well as to ensure that the development, implementation and customer service teams were aligned to support the strategic direction for the product.

HealthObjects Corporation: August 1998 to December 2000

Director, Product Management, Services and IT

HealthObjects was a wholly owned subsidiary of Genesis Health Ventures which provided long-term care pharmacy solutions to Genesis’ their skilled nursing facilities. Ms. Abbott lead Product Management, Customer Service, and IT for the company to enable automation of the long-term care pharmacy operations and workflow.

SoftMed Systems, Inc: June 1995 to July 1998

Product Line Director

SoftMed Systems was a leading provider of medical records management solutions for providers. Ms. Abbott lead the product team for coding/abstracting and clinical software used by the Medical Records, Quality Assurance, Utilization Management, Risk Management, and Infection Control departments for multiple hospitals across the United States.

 Research Management Consultants, Inc: 1989 to 1995

Branch Manager, Consulting

Led several consulting projects for Department of Agriculture, FAA, and National Park Service.

EDUCATION

B.S. Physics, Delhi University

 

Data & Analytics Leader in Healthcare

Swati B. Abbott

Swati Abbott is recognized for her extensive domain knowledge in data & analytics along with industry leadership within payer, provider, and pharmaceutical markets.  She has also been very effective in turning around underperforming companies into highly efficient and high growth companies.  As a respected industry leader, Ms. Abbott is often called upon by leading industry publications for her opinions and experiences regarding the use and future of healthcare analytics and the state of healthcare data and quality improvement initiatives. She was nominated by Frost & Sullivan as one of Healthcare’s Movers & Shakers.  In 2019, she was awarded FierceHealthcare "Women of Influence” (Webpage: Fierce Healthcare Women of Influence). Ms. Abbott was selected by Directors & Boards publication as one of the Racial and Ethnic Directors to Watch for 2022 (https://www.directorsandboards.com/articles/singledirectors-watch-2022-racial-ethnic-diversity).

 

Ms. Abbott serves on the board of The Ensign Group, Inc. (ENSG) where she chairs the Compensation Committee as well as serve on the Audit Committee and the Quality & Compliance Committee. Additionally, Ms. Abbott serves on the board of Prognos, a privately held lab data analytics company where she chairs the Audit Committee.  Ms. Abbott also served on the board of Magellan Health, Inc. (MGLN) until Magellan’s acquisition by Centene in January 2022. At Magellan, Ms. Abbott chaired the Nominating and Governance Committee and served on the Quality & Compliance Committee.  She also serves on the Industry Advisory Group for University of Chicago.

 

Experience

BHI: April 2011 to March 2022

President & CEO – 2011 to March 2022

Blue Health Intelligence (BHI) is a for-profit independent company owned by 18 Blue Cross Blue Shield plans as well as Blue Cross Blue Shield Association (BCBSA).  BHI has the largest medical and pharmacy claims database in the United States.  BHI’s mission is to leverage the data and advanced analytics to improve outcomes and reduce healthcare costs.

BHI was spun out of the Blue Cross Blue Shield Association in 2011 as a standalone for-profit company.  At that time, the company had expenses of $25M per year and no revenue.  Upon joining BHI, Ms. Abbott laid out a strategic business plan for the company and raised 38M in capital from 18 Blue Cross Blue Shield plans.

Through effective strategy and strong operational skills, she drove the company to be profitable within 3 years.  Under Ms. Abbott’s leadership, BHI has emerged as a leading provider of data, analytical consulting, as well as software solutions for payers, providers and life sciences companies with revenues over 60M in 2021. The company saw over 400% revenue and profit growth under her leadership.

As CEO of BHI, Ms. Abbott was a trusted advisor and partner for the Blue Cross Blue Shield CEOs and senior leadership.  She worked very closely with the Blues as well as BCBSA to leverage data and advanced analytics to inform provider transparency, establishing high performance networks and measuring success of value-based care.

Reed Elsevier: February 2003 to March 2011

VP Payer/Provider Solutions, Elsevier Health Sciences

President, MEDai and Informed Decisions

MEDai was a leading predictive analytics company that helped payers and providers prioritize and stratify their integrated care management efforts. Ms. Abbott aggressively grew revenues by 300% within 4 years.  She was integral in selling MEDai to Reed Elsevier in 2008.  Post-acquisition, Ms. Abbott became CEO of multiple companies acquired by Reed Elsevier.  She was also instrumental in establishing and expanding the healthcare analytics business for Reed Elsevier.

ViPS, Inc.: December 2000 to January 2003

Managing Director, Medical Management Strategic Business Unit: 2000 to 2003

ViPS was a leading provider of data warehousing and quality improvement solutions for payers. Ms. Abbott managed overall P&L for ViPS’ Medical Management line of business. Her primary focus was to provide a strategic customer and market driven focus to each product group as well as to ensure that the development, implementation and customer service teams were aligned to support the strategic direction for the product.

HealthObjects Corporation: August 1998 to December 2000

Director, Product Management, Services and IT

HealthObjects was a wholly owned subsidiary of Genesis Health Ventures which provided long-term care pharmacy solutions to Genesis’ their skilled nursing facilities. Ms. Abbott lead Product Management, Customer Service, and IT for the company to enable automation of the long-term care pharmacy operations and workflow.

SoftMed Systems, Inc: June 1995 to July 1998

Product Line Director

SoftMed Systems was a leading provider of medical records management solutions for providers. Ms. Abbott lead the product team for coding/abstracting and clinical software used by the Medical Records, Quality Assurance, Utilization Management, Risk Management, and Infection Control departments for multiple hospitals across the United States.

 Research Management Consultants, Inc: 1989 to 1995

Branch Manager, Consulting

Led several consulting projects for Department of Agriculture, FAA, and National Park Service.

EDUCATION

B.S. Physics, Delhi University

 

Data & Analytics Leader in Healthcare

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