Team

The core of our success as investors and operators is our deep knowledge of the healthcare industry, informed by our extensive network of relationships and connections built over 20+ years. Our experienced team includes a deep bench of C-level executives from large healthcare organizations who support our companies to make a meaningful impact and create long term value.

TeamAdvisors
Charles Boorady
Managing Partner
Mr. Boorady is the Founder and Managing Partner of HCC, and leads the Investment Committee. He has over 25 years of professional experience with healthcare investment and information technology.

Charles’ career includes over 20 years as a leading healthcare equity analyst with major investment banks including Credit Suisse, Goldman Sachs, and Citi. He was involved underwriting a wide range of deals, most notably as the sole lead analyst on the demutualization and IPO of Anthem in October 2001. As an equity analyst, he was: ranked #1 by Institutional Investor Magazine for his coverage of Managed Care, and ranked in the top 3 in the U.S. for over a decade; named among the “Dazzling Dozen” by Forbes Magazine; and often quoted in national and trade press for his insights on healthcare industry trends. In an earlier stage of his career, Mr. Boorady was a technology consultant for Accenture, a global consulting firm. He is a Founding Advisory Board member of The Oliver Wyman Health Innovation Center, convening leaders to identify business solutions to improve healthcare outcomes. Mr. Boorady has an MBA in Analytic Finance and Statistics from The University of Chicago and a BS in Engineering from Cornell University.
Katie Carr
Manager, Strategic Partnerships
Katie Carr is the Manager of Strategic Partnerships at HCC. She has extensive experience in healthcare research, investments, consulting, and operations. Katie was a sell-side equity analyst on Wall Street covering the hospital and health insurance sectors at Wells Fargo, Leerink Swann, and ABN AMRO. Among the companies she covered were HCA Healthcare, Tenet Healthcare, Universal Health Services, Humana, UnitedHealthcare, Anthem, and CVS. Prior to that, Katie was a Consultant at Arthur Andersen focusing on technology, financial, and operational improvements at hospital and health insurance clients such as Brigham and Women’s Hospital and Concentra Healthcare. She began her career at Massachusetts General Hospital as an analyst in the Finance/Radiology Department. Katie has an M.B.A. in Healthcare Management from Boston University’s Questrom School of Business and a B.A. from Boston College.
Destin Cassier
Associate
Destin Cassier joined HCC as an Associate in 2023. Previously, Destin worked at MTS Health Partners, a boutique investment bank focused exclusively on the healthcare industry, where he was involved in M&A and equity financings across healthcare services and life sciences. Prior to MTS, he worked at BMO Capital Markets in the Debt Capital Markets group, supporting the execution of debt transactions for investment-grade issuers. Destin has a B.A. in Economics from the University of North Carolina at Chapel Hill, as well as minors in Statistics and Entrepreneurship.
Peter Costa
Operating Partner
Mr. Peter Costa is an Operating Partner at HCC. He has 30 years of experience in health care research & investment. Prior to joining HCC, Peter spent over 10 years at Wells Fargo Securities as a Managing Director where he worked in primary equity research covering health insurance, pharmacy, pharmacy benefit management, hospitals, and other health care IT and services companies.

Prior to Wells Fargo, Peter was the director of all equity research, while also covering health care services equities, at FTN Midwest Securities and Leerink Swann, and was the Global Head of Healthcare / Pharmaceutical Research at ABN AMRO. In addition, Peter also worked in finance and budgeting at Morgan Stanley, was a systems consultant for what is now Accenture, and provided operations effectiveness analytics for Hewlett-Packard’s Medical Products Group.

Peter graduated with a B.S. in Industrial and Management Engineering from Rensselaer Polytechnic Institute and received his M.B.A. from Dartmouth College’s Amos Tuck School of Business.
John Holzwarth
Chief Compliance Officer
John is the Chief Compliance Officer at HCC . John has over a decade of in-house and outsourced advisory experience to investment managers and broker-dealers and is a Director of Pillar Compliance Group. John served as Director within First Republic Bank’s Alternative Investments group overseeing fund adviser compliance and manager diligence for the private funds banking platform. Prior to that, John was a Senior Principal Consultant within ACA’s private markets practice and served as Vice President in Kroll’s Financial Services and Compliance Regulation group. John also served as Chief Compliance Officer at an introducing broker-dealer, where he oversaw the firm’s private placement and marketing business for emerging private fund managers. John is a Chartered Alternative Investment Analyst (CAIA) and has a master’s degree in law at Fordham University School of Law.
Evan Imegwu
Associate
Evan Imegwu is an Associate at HCC who brings healthcare and life sciences investment experience to HCC.

Evan joined HCC from Silicon Valley Bank’s Healthcare Leverage Finance group where he was a Senior Associate, responsible for the underwriting of senior-secured credit facilities to support sponsor-backed transactions. Before that, he supported SVB commercial banking services to the technology, life science and healthcare, private equity, and venture capital industries.

Evan has a BA in Business Entrepreneurship and Organizations with a focus on Business Economics from Brown University.
Joe Maturo
Operating Partner
Joe has served in various roles in healthcare over the past 25 years including executive, investor, and advisor in both health services as well as health tech-enabled companies.  Prior to his time in healthcare, Joe was an investment banker at Merrill Lynch where he invested in private equity companies as principal.  He began his career in public accounting as a CPA with a predecessor firm to Ernst & Young.  Joe earned a BS in accounting from Boston College and an MBA in Finance from New York University Stern School of Business.
Elizabeth Neely
Head of Investor Relations
Beth Neely is the Head of Investor Relations at HCC. Beth has extensive experience working with institutional investors across both public and private markets. Prior to HCC, Beth spent 5 years as a Managing Director with Magnetar Capital working closely with investors across a range of alternative asset classes and investment strategies. Prior to this, Beth was the Head of Citigroup’s Capital Introduction Program for the Americas where she interfaced with US institutional investors, serving as a senior advisor to GPs. Beth began her career at Goldman Sachs working in equity sales when Charles Boorady was the Managed Care Equity Analyst. She graduated summa cum laude with a B.A. from James Madison University.
Boris Pevzner
Vice President
Boris Pevzner is a Vice President at HCC. He has 10+ years of experience as an investor, advisor, and operator in the healthcare services sector.

Boris joined HCC from CareATC, an LLR Partners portfolio company providing employer-sponsored direct primary care through its nationwide network of health centers, where he served as the Chief of Staff and VP of Strategic Operations. Prior to CareATC, he was the Chief of Staff and Director of Strategic Initiatives at IMC Health, a Comvest Partners portfolio company providing primary care services to Medicare Advantage beneficiaries. Boris also served as an investment professional with Comvest Partners and began his career in investment banking at RBC Capital Markets in New York.

He has an MBA in Health Care Management from The Wharton School at the University of Pennsylvania and a BBA in Finance and Accounting from the University of Michigan.
Daniel R. Ross
Partner
Mr. Ross is a Partner and member of the Investment Committee. Prior to joining HCC, Dan was a business executive, entrepreneur and investor active in tech-enabled enterprises in the healthcare services sector for approximately 20 years.

Dan joined HCC after the successful exit of ArcWell Medical, a New York-based provider of post-acute and long-term care physician services he founded and ran. It was sold to IPC Healthcare (NASDAQ:IPCM) in 2015. Before founding ArcWell, Dan in 1996 co-founded Allegiance Health, a physician network providing medical claims-handling services to the insurance industry. After leading Allegiance Health for eight years, in 2004 Dan and his partners sold that organization to a New Jersey based public company, where he served for two years as Executive Vice-President, managing a division providing similar services nationally. Before co-founding Allegiance Health, Dan spent 13 years in the investment banking industry, largely at Salomon Brothers (now part of Citigroup). Prior to his investment banking career, Dan practiced law with Cravath, Swaine & Moore in New York City.

Dan is currently Chairman of the Board of Directors of Open Door Medical Center, a provider of primary health care and human services to underserved individuals in Westchester County, NY, and is a volunteer advisor of recent college graduates through the Harvard Alumni Association. He has recently retired as a member of the Board of Directors of Summit Preparatory School in Kalispell, Montana, and is a former member of the North London Board of the Prince’s Youth Business Trust, an organization providing mentorship for young entrepreneurs in the United Kingdom.

Dan graduated from The University of Virginia School of Law, where he was an editor of the Virginia Law Review, and Harvard University.
Jeffrey D. Alter
Advisor
Jeff Alter is Executive Vice President, IngenioRx and Anthem Health Solutions, at Anthem, Inc. (NYSE: ANTM), and serves as a member of the company’s Senior Leadership Team, reporting directly to Gail K. Boudreaux, President and Chief Executive Officer. He also serves on numerous Boards, for both for profit and not for profits, including the Long Island Association, the Board of Governors of St. John’s University, CityMD, Professional Physical Therapy, NuMotion and Progenity.

He was formerly the Chief Executive Officer of UnitedHealthcare’s Commercial Group, serving nearly 30 million consumers and generating over $50 billion in revenue annually. The Commercial Group manages health benefits for individuals, public sector employers, labor funds and businesses of all sizes, including more than half of the Fortune 100 companies. The organization also served nearly three million active duty and retired U.S. military personnel and their families in the TRICARE West Region. Mr. Alter held that role from 2011 until June 2018.

From 2008 to 2011, Mr. Alter served as the Northeast Regional CEO for UnitedHealthcare. During his tenure, Mr. Alter strengthened the business by effectively serving employers’ and consumers’ health care needs, building relationships with brokers, regulators, government leaders and other constituents across the Northeast. He also developed new and innovative programs and tools and expanded geographically into a number of new markets. Mr. Alter previously served as Chief Operating Officer of the Northeast Region.

Prior to joining UnitedHealthcare, Mr. Alter was Vice President of Strategic Financial Planning for Oxford Health Plans, where he led the company’s budgeting, financial planning, merger and acquisition strategy and strategic initiatives. Mr. Alter’s previous roles include seven years as Vice President of Finance and Operations at Vytra Health Plans and in various finance and operations roles for 10 years for Northrop Grumman Aerospace and Harris Corporations.

Mr. Alter received a Bachelor of Science in Marketing and a Master of Business Administration in Finance from St. John’s University.
Jim Bonnette, M.D.
Advisor
Jim has worked in virtually every area of U.S. healthcare, from private practice, to health maintenance organizations, to hospital chains, to pharma. An industry leader in the provider marketplace driving innovation in care delivery and transformative payment models, Jim focuses on the strategic transformation of healthcare delivery systems, fee for value, and health reform. He was also a practicing Internist for 20 years in California, known for his innovation and tenacity in creating new models of care delivery. Prior to his tenure at Ascension and The Advisory Board Company, Jim filled the CMO position at Oliver Wyman where he was head of the Global Provider Strategic Consulting Practice. He also served as Senior Vice President and CMO for Vanguard Health Systems in Nashville, Tennessee, where he was responsible for a $3.2 billion integrated delivery system.

Jim has a BS in biochemistry from Portland State, an MD from the University of Oregon, and has further training in Pharmacoeconomics.
Nanette (Nan) DeTurk, CPA
Advisor
Nan DeTurk held various senior executive roles at Highmark Health, including Chief Administrative and Strategy Officer, as well as Chief Financial Officer and Treasurer. Highmark Health is the parent company for Highmark Inc. and the Allegheny Health Network (AHN). Highmark Inc. and its affiliates operate health insurance plans in Pennsylvania, Delaware, New York and West Virginia, as a licensee of the Blue Cross and Blue Shield Association. AHN provides health care delivery, research, medical education, and wellness services through an integrated delivery network, primarily based in western Pennsylvania.

DeTurk currently serves on the Advisory boards of Echo Health Ventures (a strategic investing collaboration of three Blue Cross Blue Shield plans) and Stellar Health, a point-of-care solution company. Also, she serves on the board of directors of Autism Learning Partners, New Look Vision Group, headquartered in Montreal, Canada, and BayMark Health Services, Inc.

Nan is actively involved in the diabetes area of healthcare. She is a director emeritus of the International Board of Directors of JDRF, a non-profit organization focused on leading research to cure type 1 diabetes (T1D), having served as a director from 2013 to 2019 and a member of its executive committee of the board.

Ms. DeTurk holds an MBA from Pennsylvania State University and a bachelor’s degree in accounting from The Ohio State University. She is also a Certified Public Accountant.
Chris Doerr
Advisor
Chris Doerr recently retired as Blue Cross and Blue Shield of Florida’s (Florida Blue) executive vice president and chief financial officer. He was also a member of the Company’s executive management team. Doerr had overall responsibility for finance, accounting, actuarial, underwriting, corporate tax, corporate planning, procurement, mergers and acquisitions, treasury and investments.

Doerr was also CEO of Health Options, Inc. and chairman of the board for Diversified Health Services, Inc., both subsidiaries of Florida Blue. He also served as a director on a number of outside boards and continues to serve on the boards of CareCentrix and Main Street America Group.

Prior to joining Florida Blue in 1995, Doerr worked at Cigna, where he began his career as an actuarial assistant and rose through a variety of positions to become the senior vice president and chief financial officer of Cigna’s Healthcare operations.

Throughout his career Doerr has been active in the community. He is a current member and past chairman of the Board of the Jacksonville Symphony Orchestra, past chair of the United Way of Northeast Florida Finance Committee and Treasurer of the United Way of Northeast Florida. He is also a member of the National Advisory Council at the Institute for Public Health at Washington University in St. Louis, MO.

Doerr holds a Bachelor of Arts degree from Washington University in St. Louis and a Master of Actuarial Science degree through the business school at the University of Michigan. He is a fellow of the Society of Actuaries and member of the American Academy of Actuaries.
Lindsay Farrell
Advisor
Lindsay Farrell is President and CEO of Open Door Family Medical Centers, a multi-site Federally Qualified Health Center in Westchester County, New York that serves over 55,000 underserved patients per year. She initially joined Open Door in 1986, and became CEO over 20 years ago. Under her leadership, Open Door has significantly expanded adding new locations, programs and digital technologies to more than triple the number of low-income people served. Today, Open Door is accredited by the Joint Commission, recognized by the National Committee on Quality Assurance as a Patient Centered Medical Home, is designated as a Quality Leader by the Department of Health and Human Services and has twice won the prestigious national Davies Award from HIMSS, the Healthcare Information Management Systems Society.

Ms. Farrell is a graduate of St. Lawrence University and received her Masters in Business Administration from the Lubin School of Business at Pace University.
Gene Huang
Advisor
Gene Huang has 25 years of experience in establishing and managing provider networks for and within health plans, starting with leading the team that launched Oxford Health Plan’s Medicare Advantage plan, which rapidly grew into an $850 million business. He led Operations and Development for Aveta, developing Chronic Special Needs offerings within their Medicare Advantage health plan including responsibility for network development and contracting with groups, physicians, and hospitals. He served as VP of Health Facilitation for CIGNA HealthCare and Chief Operating Officer of Opticare Eye Health, before becoming President and Chief Development Officer for a large multi-state physician practice business focused on home visits by physicians and nurse practitioners to Medicare and Medicaid insureds. From 2012 to 2018, Mr. Huang was with Remedy Partners where he ran their bundled payment business with a focus on skilled nursing facilities.Mr. Huang holds a bachelor’s degree in chemistry from Cornell University and Masters in the Management of Technology from M.I.T. He serves as an HCC designee on the Board of Directors of ReferWell.
David H. Klein
Advisor
David H. Klein is a special advisor to the CEO of the University of Rochester (UR) Medical Center, a professor of public health sciences in the UR School of Medicine and Dentistry and an executive professor of health care management in the UR Simon Business School.

Mr. Klein was the chief executive officer of The Lifetime Healthcare Companies (Lifetime) headquartered in Rochester, NY which was comprised of Excellus Blue Cross Blue Shield (BCBS), Univera Healthcare, Lifetime Health Medical Group, Lifetime Care, EBS-RMSCO Benefit Solutions and MedAmerica through his retirement in 2012.

Mr. Klein serves as director of CTG, Francisco Partners startups, Landmark Health and Avalon Healthcare Solutions. He is a director of the University of Rochester spinouts, Cerebral Assessment Systems, PharmAdva, and WavoDyne. He is a board observer for Cogito and is a member of the Cressey & Company private equity fund Distinguished Executives Council.

Mr. Klein serves as chair of the New York eHealth Collaborative which oversees New York State’s electronic medical records interoperability program. Mr. Klein is a member of the Johns Hopkins University Carey School of Business Healthcare Advisory Board.

Mr. Klein received his Bachelor of Science from Rensselaer Polytechnic Institute and his Master of Business Administration from the University of Chicago. He was raised in Albany, NY and now resides in Pittsford, NY and Bonita Springs, FL. He is married to the former Dawn Palazzo and has two sons, Randy and Alexander, a step-daughter, Courtney Palazzo and three grandchildren.
Jeremy Lim, M.D. MPH
Advisor
Dr. Jeremy Lim, a physician, is a partner in global consulting firm Oliver Wyman’s Singapore office. He advises senior officials at public sector agencies and has extensive experience consulting and advising multinational private and NGO clients on national and regional strategies for go-to-market plans and implementation, government engagement and public-private partnerships.

Jeremy is also active in academia, holding appointments at several universities. He previously trained in surgery and public health. He has worked in senior executive roles in both the public and private sectors, including time spent as a senior official in the Ministry of Health Singapore.

Jeremy chairs the steering committee of NIHA (National University of Singapore Initiative to Improve Health in Asia), an initiative to strengthen health policy research and education in Asia and sits on the Behavioral Sciences Institute, Singapore Management University, Centre for Health Informatics (NUS) and Next Age Institute (NUS) advisory boards. He also contributes as immediate past President of the Fulbright Association (Singapore) and convener for the Johns Hopkins Bloomberg School of Public Health Singapore alumni. Jeremy is a Member of the ‘Save the Children’ Asia Corporate Advisory Council. He is a volunteer physician with HealthServe, a Singapore NGO catering to the health needs of migrant workers. He is also involved in various capacities with several early stage healthcare companies.
Dan Messina
Advisor
Dan Messina was most recently the Co-President of Health Advocate. He was one of the Partners of Health Advocate helping to take it from a start up to a nationally recognized health services company with nearly 50 million users.

Prior to Health Advocate, Dan was the CEO and President of Magellan Health Services, a Fortune 500 Company, one of the largest Behavioral Health and Employee Assistance companies in the world.

Before joining Magellan, he was the CFO of Aetna Healthcare and the Head of Business Strategy for Aetna. During his time with Aetna, he helped engineer the transition of Aetna from a multi-line insurer to a health insurer. This included selling off the Property and Casualty and Financial lines of business while acquiring Health assets such as US HealthCare, Prudential Health and NYCare.

Prior to Aetna, he held various financial positions with Cigna including the Director of Insurance Reporting.

Messina began his career with Deloitte Touche and he was a CPA both in Florida and Connecticut.

Messina has a Bachelors Degree in Accountancy from the University of Notre Dame. He has been very involved with Notre Dame serving as a member of their Arts and Letters Advisory Group.

Currently, he is involved in several health-related start-up ventures as both an investor and advisor/Board Member.

He resides in West Palm Beach and Connecticut. He is married to the former Marie Stefano and has two children and four grandchildren.
Kennneth C. Morris
Advisor
Mr. Kenneth C. Morris retired as the Senior Vice President/Chief Financial Officer and Treasurer for Duke University Health System (DUHS) in 2020. For over 20 years, he provided executive leadership over all areas of finance and System-wide financial strategy. His responsibilities included oversight of accounting, budgeting, financial planning, supply chain, revenue cycle, insurance, payer strategy and contracting, and real estate.

Under Ken’s leadership, Duke University Health System has achieved unprecedented financial success as a $3.8 billion academic-based health system, achieving and maintaining AA2/AA/AAA ratings by Moody’s, Fitch, and S&P respectively. During his tenure, he consolidated the professional and hospital revenue cycle; developed a top-rated, nationally recognized supply chain operation; steadily grew and maintained operating results (top 20 nationally); increased the balance sheet cash and investments from $800 million in 1999 to $4 billion in 2020; issued over $1.5 billion in taxable and tax-exempt debt; and generated academic support to the Duke University School of Medicine in excess of $2 billion.

Prior to beginning his finance career at Tulane University in New Orleans, Ken served in the US Army for seven years as a commissioned officer. He later served as a Vice President for Finance at Loyola University Health System in Chicago for many years before joining Mission Health System in Asheville, NC as their Senior Vice President, CFO, and Treasurer. He came to Duke University Health System as the CFO in August 1999.

Ken received his BA in Political Science from the University of Rhode Island and holds a Masters of Public Administration from the University of Colorado.
Peggy Scott
Advisor
Peggy Scott served as Executive Vice President and Chief Operating Officer/CFO of Blue Cross and Blue Shield of Louisiana and as Chief Strategy Officer.

Prior to Blue Cross and Blue Shield of Louisiana, Ms. Scott had a distinguished early career in public accounting. In a record 10 years, she advanced simultaneously to full partner and the first female office managing partner with Deloitte.

Ms. Scott draws on unique experience in both insurers and fully integrated healthcare companies spanning hospitals to hospice. She is skilled in reinventing large complex U.S./International companies in dramatically changing environments. She served in Executive V.P., COO and CFO roles at Novant Health, Pan-American Life and General Health System where she led transformations, grew companies organically and with M&A, and led operations and finance in eight countries.

Mrs. Scott is an advisor to healthcare, technology and private equity. She is board chairman for CLECO, a consultant/advisor for Francisco Partners and serves on the Blue Cross Foundation board. Having served as president, she is on the LSU College of Business Dean’s Advisory Council. Prior service included International Plan Solutions, LLC, Partners National Health Plans, LA Superdome and corporations in Latin American. She is a former Adjunct Professor at Tulane’s Medical School.

Ms. Scott was named one of ten Outstanding Young Women of American, featured in the Wall Street Journal as National Financial Executive of the year, and inducted into the American Institute of CPAs Hall of Fame. She is in the LSU Alumni Hall of Distinction, named a Tulane’s Outstanding Accounting Alumnus and holds a Ronald Reagan presidential citation.

Peggy is a CPA and certified in Valuations/Forensics. She holds an MBA from Tulane and a B.S. in accounting from LSU.
Mark S. Stern
Advisor
Mark Stern has been involved in healthcare innovation and transformation for his entire career, initially with CIGNA working with the company’s largest clients on creative funding approaches and benefit design. While at CIGNA, Mark served on the Sales & Marketing Advisory Council for 20 consecutive years, and worked closely with the executive leadership team on a broad range of strategic initiatives. After CIGNA, Mark served as a member of the original executive team at ActiveHealth Management, a leading clinical decision support technology company, which was ultimately acquired by Aetna. Mr. Stern has spent the last several years consulting for healthcare service, clinical and technology companies. His expertise includes developing and implementing creative go-to-market strategies as well as sales and relationship management. Additionally, Mr. Stern works with a select group of large employers/welfare funds on innovative employee benefit programs. Mr. Stern has a BS in Economics from Trinity College in Hartford, CT.
Win Whitcomb, M.D.
Advisor
Dr. Whitcomb was an executive at Remedy Partners from 2013 to 2019, joining as chief medical officer. At Remedy, he was part of the team that grew that firm into the nation’s largest ‘episodes of care’ company. He led the growth of Remedy’s hospitalist vertical, responsible for the management of over $5 billon of Medicare spending. He also oversaw the build of Remedy’s episodic care model and developed the largest bundled payment physician gainsharing program in history, establishing agreements with over 400 physicians. His team developed the Care At the Right Location ™ hospital discharge destination decision support tool and subsequently headed its validation in a 16,000 patient study published in The American Journal of Managed Care. During Dr Whitcomb’s nearly six-year tenure, Remedy enabled high value care for approximately half a million Medicare beneficiaries and launched major episodic care contracts with commercial payors.

Dr Whitcomb has been a practicing hospitalist throughout his career. He was medical director of one of America’s first hospitalist program at Mercy Medical Center in Springfield, MA. In 1996, he cofounded the Society of Hospital Medicine, which launched the US hospitalist movement, which today includes 65,000 active practitioners in nearly all US hospitals. Dr. Whitcomb worked with the American Board of Internal Medicine to establish a certification in hospital medicine.

In 2012, Dr Whitcomb launched Zato Health, a software firm using federated discovery and natural technology to measure quality and costs for payors, pharma, and hospitals. He is a physician volunteer at the Amherst (MA) Survival Center’s Free Clinic.
Brad Wilson
Advisor
Brad Wilson is a senior business executive and policy expert with broad experience in law, health care, university leadership and governance, government and community service.

He served eight years as President and CEO of Blue Cross and Blue Shield of North Carolina, the state’s largest health insurer and one of the 25 largest health insurers in the country. Brad positioned the company as a national leader in health care innovation and began North Carolina’s transition to value-based care. He led the company’s financial turnaround and developed a new corporate strategy. He also transformed the company’s culture and reinforced its commitment to North Carolina communities. During his tenure, Blue Cross NC’s revenues increased from $5.2 billion to more than $9 billion.

As leader of Blue Cross NC, he was sought out nationally as a speaker and policy expert and was valued by leaders of both political parties for his insights on health care and business issues. Under his leadership, Blue Cross NC was the only health insurer to offer Affordable Care Act policies in all 100 counties of North Carolina, providing access to care to hundreds of thousands of people left stranded by other insurers’ departure from the ACA market. He is a tireless advocate for cost transparency, broader access and for affordable, high quality health care.

Along with dozens of new community initiatives established under his tenure, Brad was chair of the Blue Cross and Blue Shield of North Carolina Foundation, an independent, charitable foundation that has invested more than $113 million in North Carolina communities.

Brad’s 22 years with Blue Cross NC also included a number of other senior leadership positions, including oversight of the company’s law, government affairs, communications and operational areas. In honor of his accomplishments, the company’s Board of Trustees named him CEO Emeritus upon his retirement in 2017.

Brad continues to be active in leadership of community and public policy matters. In 2015 he was appointed by the Chief Justice of the state Supreme Court to co-chair the North Carolina Commission on the Administration of Law and Justice. In 2017 he was named chair of the Governor’s Commission on Access to a Sound Basic Education, which will make recommendations on how North Carolina can meet public education requirements in the state constitution. Brad is also a past chair of the University of North Carolina Board Of Governors.

Previously Brad practiced law and also served as general counsel to Gov. Jim Hunt, leading the governor’s legislative strategy, legal department and heading the Department of Public Safety. A lifelong North Carolinian, Brad holds a bachelor’s degree from Appalachian State University, a master’s degree from Duke University and a law degree from Wake Forest University.
TeamAdvisors
Charles Boorady
Managing Partner
Mr. Boorady is the Founder and Managing Partner of HCC, and leads the Investment Committee. He has over 25 years of professional experience with healthcare investment and information technology.

Charles’ career includes over 20 years as a leading healthcare equity analyst with major investment banks including Credit Suisse, Goldman Sachs, and Citi. He was involved underwriting a wide range of deals, most notably as the sole lead analyst on the demutualization and IPO of Anthem in October 2001. As an equity analyst, he was: ranked #1 by Institutional Investor Magazine for his coverage of Managed Care, and ranked in the top 3 in the U.S. for over a decade; named among the “Dazzling Dozen” by Forbes Magazine; and often quoted in national and trade press for his insights on healthcare industry trends. In an earlier stage of his career, Mr. Boorady was a technology consultant for Accenture, a global consulting firm. He is a Founding Advisory Board member of The Oliver Wyman Health Innovation Center, convening leaders to identify business solutions to improve healthcare outcomes. Mr. Boorady has an MBA in Analytic Finance and Statistics from The University of Chicago and a BS in Engineering from Cornell University.
Katie Carr
Manager, Strategic Partnerships
Katie Carr is the Manager of Strategic Partnerships at HCC. She has extensive experience in healthcare research, investments, consulting, and operations. Katie was a sell-side equity analyst on Wall Street covering the hospital and health insurance sectors at Wells Fargo, Leerink Swann, and ABN AMRO. Among the companies she covered were HCA Healthcare, Tenet Healthcare, Universal Health Services, Humana, UnitedHealthcare, Anthem, and CVS. Prior to that, Katie was a Consultant at Arthur Andersen focusing on technology, financial, and operational improvements at hospital and health insurance clients such as Brigham and Women’s Hospital and Concentra Healthcare. She began her career at Massachusetts General Hospital as an analyst in the Finance/Radiology Department. Katie has an M.B.A. in Healthcare Management from Boston University’s Questrom School of Business and a B.A. from Boston College.
Destin Cassier
Associate
Destin Cassier joined HCC as an Associate in 2023. Previously, Destin worked at MTS Health Partners, a boutique investment bank focused exclusively on the healthcare industry, where he was involved in M&A and equity financings across healthcare services and life sciences. Prior to MTS, he worked at BMO Capital Markets in the Debt Capital Markets group, supporting the execution of debt transactions for investment-grade issuers. Destin has a B.A. in Economics from the University of North Carolina at Chapel Hill, as well as minors in Statistics and Entrepreneurship.
Peter Costa
Operating Partner
Mr. Peter Costa is an Operating Partner at HCC. He has 30 years of experience in health care research & investment. Prior to joining HCC, Peter spent over 10 years at Wells Fargo Securities as a Managing Director where he worked in primary equity research covering health insurance, pharmacy, pharmacy benefit management, hospitals, and other health care IT and services companies.

Prior to Wells Fargo, Peter was the director of all equity research, while also covering health care services equities, at FTN Midwest Securities and Leerink Swann, and was the Global Head of Healthcare / Pharmaceutical Research at ABN AMRO. In addition, Peter also worked in finance and budgeting at Morgan Stanley, was a systems consultant for what is now Accenture, and provided operations effectiveness analytics for Hewlett-Packard’s Medical Products Group.

Peter graduated with a B.S. in Industrial and Management Engineering from Rensselaer Polytechnic Institute and received his M.B.A. from Dartmouth College’s Amos Tuck School of Business.
John Holzwarth
Chief Compliance Officer
John is the Chief Compliance Officer at HCC . John has over a decade of in-house and outsourced advisory experience to investment managers and broker-dealers and is a Director of Pillar Compliance Group. John served as Director within First Republic Bank’s Alternative Investments group overseeing fund adviser compliance and manager diligence for the private funds banking platform. Prior to that, John was a Senior Principal Consultant within ACA’s private markets practice and served as Vice President in Kroll’s Financial Services and Compliance Regulation group. John also served as Chief Compliance Officer at an introducing broker-dealer, where he oversaw the firm’s private placement and marketing business for emerging private fund managers. John is a Chartered Alternative Investment Analyst (CAIA) and has a master’s degree in law at Fordham University School of Law.
Evan Imegwu
Associate
Evan Imegwu is an Associate at HCC who brings healthcare and life sciences investment experience to HCC.

Evan joined HCC from Silicon Valley Bank’s Healthcare Leverage Finance group where he was a Senior Associate, responsible for the underwriting of senior-secured credit facilities to support sponsor-backed transactions. Before that, he supported SVB commercial banking services to the technology, life science and healthcare, private equity, and venture capital industries.

Evan has a BA in Business Entrepreneurship and Organizations with a focus on Business Economics from Brown University.
Joe Maturo
Operating Partner
Joe has served in various roles in healthcare over the past 25 years including executive, investor, and advisor in both health services as well as health tech-enabled companies.  Prior to his time in healthcare, Joe was an investment banker at Merrill Lynch where he invested in private equity companies as principal.  He began his career in public accounting as a CPA with a predecessor firm to Ernst & Young.  Joe earned a BS in accounting from Boston College and an MBA in Finance from New York University Stern School of Business.
Elizabeth Neely
Head of Investor Relations
Beth Neely is the Head of Investor Relations at HCC. Beth has extensive experience working with institutional investors across both public and private markets. Prior to HCC, Beth spent 5 years as a Managing Director with Magnetar Capital working closely with investors across a range of alternative asset classes and investment strategies. Prior to this, Beth was the Head of Citigroup’s Capital Introduction Program for the Americas where she interfaced with US institutional investors, serving as a senior advisor to GPs. Beth began her career at Goldman Sachs working in equity sales when Charles Boorady was the Managed Care Equity Analyst. She graduated summa cum laude with a B.A. from James Madison University.
Boris Pevzner
Vice President
Boris Pevzner is a Vice President at HCC. He has 10+ years of experience as an investor, advisor, and operator in the healthcare services sector.

Boris joined HCC from CareATC, an LLR Partners portfolio company providing employer-sponsored direct primary care through its nationwide network of health centers, where he served as the Chief of Staff and VP of Strategic Operations. Prior to CareATC, he was the Chief of Staff and Director of Strategic Initiatives at IMC Health, a Comvest Partners portfolio company providing primary care services to Medicare Advantage beneficiaries. Boris also served as an investment professional with Comvest Partners and began his career in investment banking at RBC Capital Markets in New York.

He has an MBA in Health Care Management from The Wharton School at the University of Pennsylvania and a BBA in Finance and Accounting from the University of Michigan.
Daniel R. Ross
Partner
Mr. Ross is a Partner and member of the Investment Committee. Prior to joining HCC, Dan was a business executive, entrepreneur and investor active in tech-enabled enterprises in the healthcare services sector for approximately 20 years.

Dan joined HCC after the successful exit of ArcWell Medical, a New York-based provider of post-acute and long-term care physician services he founded and ran. It was sold to IPC Healthcare (NASDAQ:IPCM) in 2015. Before founding ArcWell, Dan in 1996 co-founded Allegiance Health, a physician network providing medical claims-handling services to the insurance industry. After leading Allegiance Health for eight years, in 2004 Dan and his partners sold that organization to a New Jersey based public company, where he served for two years as Executive Vice-President, managing a division providing similar services nationally. Before co-founding Allegiance Health, Dan spent 13 years in the investment banking industry, largely at Salomon Brothers (now part of Citigroup). Prior to his investment banking career, Dan practiced law with Cravath, Swaine & Moore in New York City.

Dan is currently Chairman of the Board of Directors of Open Door Medical Center, a provider of primary health care and human services to underserved individuals in Westchester County, NY, and is a volunteer advisor of recent college graduates through the Harvard Alumni Association. He has recently retired as a member of the Board of Directors of Summit Preparatory School in Kalispell, Montana, and is a former member of the North London Board of the Prince’s Youth Business Trust, an organization providing mentorship for young entrepreneurs in the United Kingdom.

Dan graduated from The University of Virginia School of Law, where he was an editor of the Virginia Law Review, and Harvard University.
Jeffrey D. Alter
Advisor
Jeff Alter is Executive Vice President, IngenioRx and Anthem Health Solutions, at Anthem, Inc. (NYSE: ANTM), and serves as a member of the company’s Senior Leadership Team, reporting directly to Gail K. Boudreaux, President and Chief Executive Officer. He also serves on numerous Boards, for both for profit and not for profits, including the Long Island Association, the Board of Governors of St. John’s University, CityMD, Professional Physical Therapy, NuMotion and Progenity.

He was formerly the Chief Executive Officer of UnitedHealthcare’s Commercial Group, serving nearly 30 million consumers and generating over $50 billion in revenue annually. The Commercial Group manages health benefits for individuals, public sector employers, labor funds and businesses of all sizes, including more than half of the Fortune 100 companies. The organization also served nearly three million active duty and retired U.S. military personnel and their families in the TRICARE West Region. Mr. Alter held that role from 2011 until June 2018.

From 2008 to 2011, Mr. Alter served as the Northeast Regional CEO for UnitedHealthcare. During his tenure, Mr. Alter strengthened the business by effectively serving employers’ and consumers’ health care needs, building relationships with brokers, regulators, government leaders and other constituents across the Northeast. He also developed new and innovative programs and tools and expanded geographically into a number of new markets. Mr. Alter previously served as Chief Operating Officer of the Northeast Region.

Prior to joining UnitedHealthcare, Mr. Alter was Vice President of Strategic Financial Planning for Oxford Health Plans, where he led the company’s budgeting, financial planning, merger and acquisition strategy and strategic initiatives. Mr. Alter’s previous roles include seven years as Vice President of Finance and Operations at Vytra Health Plans and in various finance and operations roles for 10 years for Northrop Grumman Aerospace and Harris Corporations.

Mr. Alter received a Bachelor of Science in Marketing and a Master of Business Administration in Finance from St. John’s University.
Jim Bonnette, M.D.
Advisor
Jim has worked in virtually every area of U.S. healthcare, from private practice, to health maintenance organizations, to hospital chains, to pharma. An industry leader in the provider marketplace driving innovation in care delivery and transformative payment models, Jim focuses on the strategic transformation of healthcare delivery systems, fee for value, and health reform. He was also a practicing Internist for 20 years in California, known for his innovation and tenacity in creating new models of care delivery. Prior to his tenure at Ascension and The Advisory Board Company, Jim filled the CMO position at Oliver Wyman where he was head of the Global Provider Strategic Consulting Practice. He also served as Senior Vice President and CMO for Vanguard Health Systems in Nashville, Tennessee, where he was responsible for a $3.2 billion integrated delivery system.

Jim has a BS in biochemistry from Portland State, an MD from the University of Oregon, and has further training in Pharmacoeconomics.
Nanette (Nan) DeTurk, CPA
Advisor
Nan DeTurk held various senior executive roles at Highmark Health, including Chief Administrative and Strategy Officer, as well as Chief Financial Officer and Treasurer. Highmark Health is the parent company for Highmark Inc. and the Allegheny Health Network (AHN). Highmark Inc. and its affiliates operate health insurance plans in Pennsylvania, Delaware, New York and West Virginia, as a licensee of the Blue Cross and Blue Shield Association. AHN provides health care delivery, research, medical education, and wellness services through an integrated delivery network, primarily based in western Pennsylvania.

DeTurk currently serves on the Advisory boards of Echo Health Ventures (a strategic investing collaboration of three Blue Cross Blue Shield plans) and Stellar Health, a point-of-care solution company. Also, she serves on the board of directors of Autism Learning Partners, New Look Vision Group, headquartered in Montreal, Canada, and BayMark Health Services, Inc.

Nan is actively involved in the diabetes area of healthcare. She is a director emeritus of the International Board of Directors of JDRF, a non-profit organization focused on leading research to cure type 1 diabetes (T1D), having served as a director from 2013 to 2019 and a member of its executive committee of the board.

Ms. DeTurk holds an MBA from Pennsylvania State University and a bachelor’s degree in accounting from The Ohio State University. She is also a Certified Public Accountant.
Chris Doerr
Advisor
Chris Doerr recently retired as Blue Cross and Blue Shield of Florida’s (Florida Blue) executive vice president and chief financial officer. He was also a member of the Company’s executive management team. Doerr had overall responsibility for finance, accounting, actuarial, underwriting, corporate tax, corporate planning, procurement, mergers and acquisitions, treasury and investments.

Doerr was also CEO of Health Options, Inc. and chairman of the board for Diversified Health Services, Inc., both subsidiaries of Florida Blue. He also served as a director on a number of outside boards and continues to serve on the boards of CareCentrix and Main Street America Group.

Prior to joining Florida Blue in 1995, Doerr worked at Cigna, where he began his career as an actuarial assistant and rose through a variety of positions to become the senior vice president and chief financial officer of Cigna’s Healthcare operations.

Throughout his career Doerr has been active in the community. He is a current member and past chairman of the Board of the Jacksonville Symphony Orchestra, past chair of the United Way of Northeast Florida Finance Committee and Treasurer of the United Way of Northeast Florida. He is also a member of the National Advisory Council at the Institute for Public Health at Washington University in St. Louis, MO.

Doerr holds a Bachelor of Arts degree from Washington University in St. Louis and a Master of Actuarial Science degree through the business school at the University of Michigan. He is a fellow of the Society of Actuaries and member of the American Academy of Actuaries.
Lindsay Farrell
Advisor
Lindsay Farrell is President and CEO of Open Door Family Medical Centers, a multi-site Federally Qualified Health Center in Westchester County, New York that serves over 55,000 underserved patients per year. She initially joined Open Door in 1986, and became CEO over 20 years ago. Under her leadership, Open Door has significantly expanded adding new locations, programs and digital technologies to more than triple the number of low-income people served. Today, Open Door is accredited by the Joint Commission, recognized by the National Committee on Quality Assurance as a Patient Centered Medical Home, is designated as a Quality Leader by the Department of Health and Human Services and has twice won the prestigious national Davies Award from HIMSS, the Healthcare Information Management Systems Society.

Ms. Farrell is a graduate of St. Lawrence University and received her Masters in Business Administration from the Lubin School of Business at Pace University.
Gene Huang
Advisor
Gene Huang has 25 years of experience in establishing and managing provider networks for and within health plans, starting with leading the team that launched Oxford Health Plan’s Medicare Advantage plan, which rapidly grew into an $850 million business. He led Operations and Development for Aveta, developing Chronic Special Needs offerings within their Medicare Advantage health plan including responsibility for network development and contracting with groups, physicians, and hospitals. He served as VP of Health Facilitation for CIGNA HealthCare and Chief Operating Officer of Opticare Eye Health, before becoming President and Chief Development Officer for a large multi-state physician practice business focused on home visits by physicians and nurse practitioners to Medicare and Medicaid insureds. From 2012 to 2018, Mr. Huang was with Remedy Partners where he ran their bundled payment business with a focus on skilled nursing facilities.Mr. Huang holds a bachelor’s degree in chemistry from Cornell University and Masters in the Management of Technology from M.I.T. He serves as an HCC designee on the Board of Directors of ReferWell.
David H. Klein
Advisor
David H. Klein is a special advisor to the CEO of the University of Rochester (UR) Medical Center, a professor of public health sciences in the UR School of Medicine and Dentistry and an executive professor of health care management in the UR Simon Business School.

Mr. Klein was the chief executive officer of The Lifetime Healthcare Companies (Lifetime) headquartered in Rochester, NY which was comprised of Excellus Blue Cross Blue Shield (BCBS), Univera Healthcare, Lifetime Health Medical Group, Lifetime Care, EBS-RMSCO Benefit Solutions and MedAmerica through his retirement in 2012.

Mr. Klein serves as director of CTG, Francisco Partners startups, Landmark Health and Avalon Healthcare Solutions. He is a director of the University of Rochester spinouts, Cerebral Assessment Systems, PharmAdva, and WavoDyne. He is a board observer for Cogito and is a member of the Cressey & Company private equity fund Distinguished Executives Council.

Mr. Klein serves as chair of the New York eHealth Collaborative which oversees New York State’s electronic medical records interoperability program. Mr. Klein is a member of the Johns Hopkins University Carey School of Business Healthcare Advisory Board.

Mr. Klein received his Bachelor of Science from Rensselaer Polytechnic Institute and his Master of Business Administration from the University of Chicago. He was raised in Albany, NY and now resides in Pittsford, NY and Bonita Springs, FL. He is married to the former Dawn Palazzo and has two sons, Randy and Alexander, a step-daughter, Courtney Palazzo and three grandchildren.
Jeremy Lim, M.D. MPH
Advisor
Dr. Jeremy Lim, a physician, is a partner in global consulting firm Oliver Wyman’s Singapore office. He advises senior officials at public sector agencies and has extensive experience consulting and advising multinational private and NGO clients on national and regional strategies for go-to-market plans and implementation, government engagement and public-private partnerships.

Jeremy is also active in academia, holding appointments at several universities. He previously trained in surgery and public health. He has worked in senior executive roles in both the public and private sectors, including time spent as a senior official in the Ministry of Health Singapore.

Jeremy chairs the steering committee of NIHA (National University of Singapore Initiative to Improve Health in Asia), an initiative to strengthen health policy research and education in Asia and sits on the Behavioral Sciences Institute, Singapore Management University, Centre for Health Informatics (NUS) and Next Age Institute (NUS) advisory boards. He also contributes as immediate past President of the Fulbright Association (Singapore) and convener for the Johns Hopkins Bloomberg School of Public Health Singapore alumni. Jeremy is a Member of the ‘Save the Children’ Asia Corporate Advisory Council. He is a volunteer physician with HealthServe, a Singapore NGO catering to the health needs of migrant workers. He is also involved in various capacities with several early stage healthcare companies.
Dan Messina
Advisor
Dan Messina was most recently the Co-President of Health Advocate. He was one of the Partners of Health Advocate helping to take it from a start up to a nationally recognized health services company with nearly 50 million users.

Prior to Health Advocate, Dan was the CEO and President of Magellan Health Services, a Fortune 500 Company, one of the largest Behavioral Health and Employee Assistance companies in the world.

Before joining Magellan, he was the CFO of Aetna Healthcare and the Head of Business Strategy for Aetna. During his time with Aetna, he helped engineer the transition of Aetna from a multi-line insurer to a health insurer. This included selling off the Property and Casualty and Financial lines of business while acquiring Health assets such as US HealthCare, Prudential Health and NYCare.

Prior to Aetna, he held various financial positions with Cigna including the Director of Insurance Reporting.

Messina began his career with Deloitte Touche and he was a CPA both in Florida and Connecticut.

Messina has a Bachelors Degree in Accountancy from the University of Notre Dame. He has been very involved with Notre Dame serving as a member of their Arts and Letters Advisory Group.

Currently, he is involved in several health-related start-up ventures as both an investor and advisor/Board Member.

He resides in West Palm Beach and Connecticut. He is married to the former Marie Stefano and has two children and four grandchildren.
Kennneth C. Morris
Advisor
Mr. Kenneth C. Morris retired as the Senior Vice President/Chief Financial Officer and Treasurer for Duke University Health System (DUHS) in 2020. For over 20 years, he provided executive leadership over all areas of finance and System-wide financial strategy. His responsibilities included oversight of accounting, budgeting, financial planning, supply chain, revenue cycle, insurance, payer strategy and contracting, and real estate.

Under Ken’s leadership, Duke University Health System has achieved unprecedented financial success as a $3.8 billion academic-based health system, achieving and maintaining AA2/AA/AAA ratings by Moody’s, Fitch, and S&P respectively. During his tenure, he consolidated the professional and hospital revenue cycle; developed a top-rated, nationally recognized supply chain operation; steadily grew and maintained operating results (top 20 nationally); increased the balance sheet cash and investments from $800 million in 1999 to $4 billion in 2020; issued over $1.5 billion in taxable and tax-exempt debt; and generated academic support to the Duke University School of Medicine in excess of $2 billion.

Prior to beginning his finance career at Tulane University in New Orleans, Ken served in the US Army for seven years as a commissioned officer. He later served as a Vice President for Finance at Loyola University Health System in Chicago for many years before joining Mission Health System in Asheville, NC as their Senior Vice President, CFO, and Treasurer. He came to Duke University Health System as the CFO in August 1999.

Ken received his BA in Political Science from the University of Rhode Island and holds a Masters of Public Administration from the University of Colorado.
Peggy Scott
Advisor
Peggy Scott served as Executive Vice President and Chief Operating Officer/CFO of Blue Cross and Blue Shield of Louisiana and as Chief Strategy Officer.

Prior to Blue Cross and Blue Shield of Louisiana, Ms. Scott had a distinguished early career in public accounting. In a record 10 years, she advanced simultaneously to full partner and the first female office managing partner with Deloitte.

Ms. Scott draws on unique experience in both insurers and fully integrated healthcare companies spanning hospitals to hospice. She is skilled in reinventing large complex U.S./International companies in dramatically changing environments. She served in Executive V.P., COO and CFO roles at Novant Health, Pan-American Life and General Health System where she led transformations, grew companies organically and with M&A, and led operations and finance in eight countries.

Mrs. Scott is an advisor to healthcare, technology and private equity. She is board chairman for CLECO, a consultant/advisor for Francisco Partners and serves on the Blue Cross Foundation board. Having served as president, she is on the LSU College of Business Dean’s Advisory Council. Prior service included International Plan Solutions, LLC, Partners National Health Plans, LA Superdome and corporations in Latin American. She is a former Adjunct Professor at Tulane’s Medical School.

Ms. Scott was named one of ten Outstanding Young Women of American, featured in the Wall Street Journal as National Financial Executive of the year, and inducted into the American Institute of CPAs Hall of Fame. She is in the LSU Alumni Hall of Distinction, named a Tulane’s Outstanding Accounting Alumnus and holds a Ronald Reagan presidential citation.

Peggy is a CPA and certified in Valuations/Forensics. She holds an MBA from Tulane and a B.S. in accounting from LSU.
Mark S. Stern
Advisor
Mark Stern has been involved in healthcare innovation and transformation for his entire career, initially with CIGNA working with the company’s largest clients on creative funding approaches and benefit design. While at CIGNA, Mark served on the Sales & Marketing Advisory Council for 20 consecutive years, and worked closely with the executive leadership team on a broad range of strategic initiatives. After CIGNA, Mark served as a member of the original executive team at ActiveHealth Management, a leading clinical decision support technology company, which was ultimately acquired by Aetna. Mr. Stern has spent the last several years consulting for healthcare service, clinical and technology companies. His expertise includes developing and implementing creative go-to-market strategies as well as sales and relationship management. Additionally, Mr. Stern works with a select group of large employers/welfare funds on innovative employee benefit programs. Mr. Stern has a BS in Economics from Trinity College in Hartford, CT.
Win Whitcomb, M.D.
Advisor
Dr. Whitcomb was an executive at Remedy Partners from 2013 to 2019, joining as chief medical officer. At Remedy, he was part of the team that grew that firm into the nation’s largest ‘episodes of care’ company. He led the growth of Remedy’s hospitalist vertical, responsible for the management of over $5 billon of Medicare spending. He also oversaw the build of Remedy’s episodic care model and developed the largest bundled payment physician gainsharing program in history, establishing agreements with over 400 physicians. His team developed the Care At the Right Location ™ hospital discharge destination decision support tool and subsequently headed its validation in a 16,000 patient study published in The American Journal of Managed Care. During Dr Whitcomb’s nearly six-year tenure, Remedy enabled high value care for approximately half a million Medicare beneficiaries and launched major episodic care contracts with commercial payors.

Dr Whitcomb has been a practicing hospitalist throughout his career. He was medical director of one of America’s first hospitalist program at Mercy Medical Center in Springfield, MA. In 1996, he cofounded the Society of Hospital Medicine, which launched the US hospitalist movement, which today includes 65,000 active practitioners in nearly all US hospitals. Dr. Whitcomb worked with the American Board of Internal Medicine to establish a certification in hospital medicine.

In 2012, Dr Whitcomb launched Zato Health, a software firm using federated discovery and natural technology to measure quality and costs for payors, pharma, and hospitals. He is a physician volunteer at the Amherst (MA) Survival Center’s Free Clinic.
Brad Wilson
Advisor
Brad Wilson is a senior business executive and policy expert with broad experience in law, health care, university leadership and governance, government and community service.

He served eight years as President and CEO of Blue Cross and Blue Shield of North Carolina, the state’s largest health insurer and one of the 25 largest health insurers in the country. Brad positioned the company as a national leader in health care innovation and began North Carolina’s transition to value-based care. He led the company’s financial turnaround and developed a new corporate strategy. He also transformed the company’s culture and reinforced its commitment to North Carolina communities. During his tenure, Blue Cross NC’s revenues increased from $5.2 billion to more than $9 billion.

As leader of Blue Cross NC, he was sought out nationally as a speaker and policy expert and was valued by leaders of both political parties for his insights on health care and business issues. Under his leadership, Blue Cross NC was the only health insurer to offer Affordable Care Act policies in all 100 counties of North Carolina, providing access to care to hundreds of thousands of people left stranded by other insurers’ departure from the ACA market. He is a tireless advocate for cost transparency, broader access and for affordable, high quality health care.

Along with dozens of new community initiatives established under his tenure, Brad was chair of the Blue Cross and Blue Shield of North Carolina Foundation, an independent, charitable foundation that has invested more than $113 million in North Carolina communities.

Brad’s 22 years with Blue Cross NC also included a number of other senior leadership positions, including oversight of the company’s law, government affairs, communications and operational areas. In honor of his accomplishments, the company’s Board of Trustees named him CEO Emeritus upon his retirement in 2017.

Brad continues to be active in leadership of community and public policy matters. In 2015 he was appointed by the Chief Justice of the state Supreme Court to co-chair the North Carolina Commission on the Administration of Law and Justice. In 2017 he was named chair of the Governor’s Commission on Access to a Sound Basic Education, which will make recommendations on how North Carolina can meet public education requirements in the state constitution. Brad is also a past chair of the University of North Carolina Board Of Governors.

Previously Brad practiced law and also served as general counsel to Gov. Jim Hunt, leading the governor’s legislative strategy, legal department and heading the Department of Public Safety. A lifelong North Carolinian, Brad holds a bachelor’s degree from Appalachian State University, a master’s degree from Duke University and a law degree from Wake Forest University.