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.
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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.
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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.
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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.
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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.
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Sam supports HCC in ex-US deal flow and collaboration with academic medical centers.
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Jim has a BS in biochemistry from Portland State, an MD from the University of Oregon, and has further training in Pharmacoeconomics.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Sam supports HCC in ex-US deal flow and collaboration with academic medical centers.
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Jim has a BS in biochemistry from Portland State, an MD from the University of Oregon, and has further training in Pharmacoeconomics.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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