Our Team

Oliver T. Moses Headshot

Oliver T. Moses

Managing Partner

Alexander Buzik Headshot

Alexander Buzik

Partner

Christopher (CJ) Burnes Headshot

Christopher (CJ) Burnes

Partner

David M. Pontius Headshot

David M. Pontius

Partner

C. Bren Hall Headshot

C. Bren Hall

Principal

Kristin M. Melocik Headshot

Kristin M. Melocik

Vice President

Jacob C. Stark Headshot

Jacob C. Stark

Vice President

David G. Masterman Headshot

David G. Masterman

Vice President

Liz Brissie Headshot

Liz Brissie

Vice President

Jack L. Dolan Headshot

Jack L. Dolan

Associate

Jack T. McKibben Headshot

Jack T. McKibben

Associate

Chris Applegate Headshot

Chris Applegate

Associate

Culver Sumner Headshot

Culver Sumner

Associate

Hattie Chancy Headshot

Hattie Chancy

Associate

Catherine Coleman Headshot

Catherine Coleman

Head of Investor Relations

Michael J. Spiciarich Headshot

Michael J. Spiciarich

CFO / CCO

Teri Myers Headshot

Teri Myers

Director of Finance

Madison Galvin Headshot

Madison Galvin

Assistant Controller

Christy A. Leonard Headshot

Christy A. Leonard

Executive Assistant

Michelle A. Larocque Headshot

Michelle A. Larocque

Executive Assistant

Adam Berger Headshot

Adam Berger

Operating Partner

Dr. Matthew W. Brubaker Headshot

Dr. Matthew W. Brubaker

Operating Partner

Charles (Chuck) W. Byrge II Headshot

Charles (Chuck) W. Byrge II

Advisory Partner

Peter J. Crowley Headshot

Peter J. Crowley

Advisory Partner

Mitchell Daitz Headshot

Mitchell Daitz

Operating Partner

Cherrill Farnsworth Headshot

Cherrill Farnsworth

Operating Partner

Jonathan B. Gavras Headshot

Jonathan B. Gavras

Operating Partner

David R. Gibson Headshot

David R. Gibson

Operating Partner

Michael B. Hammond Headshot

Michael B. Hammond

Advisory Partner

Allen J. Karp Headshot

Allen J. Karp

Operating Partner

Juan Vallarino Headshot

Juan Vallarino

Advisory Partner

Oliver T. Moses Headshot

Oliver T. Moses

Managing Partner

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Oliver T. Moses serves as the Managing Partner of WindRose Health Investors and has spent the last 27 years as a healthcare industry investor and advisor. Prior to joining WindRose in 2006, Mr. Moses was a Director of Merrill Lynch’s healthcare investment banking group where he was responsible for advising leading healthcare companies on mergers, acquisitions, and capital structure strategies. Mr. Moses began his career at Merrill Lynch in 1994, and prior to joining the investment banking team, he was a healthcare-focused securities analyst in Merrill Lynch’s equity research department.

Mr. Moses currently serves on the board of directors of MDsave, Shearwater Health, StateServ, Trumpet Behavioral Health, Healthmap Solutions and Workplace Options. Outside of his professional work, Mr. Moses is the Chairman and Founder of Haven Care, a health center that provides free healthcare to children in Liberia. He also serves as an elder of The Brick Presbyterian Church. He lives in New York City with his wife and two children.

Mr. Moses holds a Bachelor of Arts degree from Bowdoin College.

Alexander Buzik Headshot

Alexander Buzik

Partner

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Alex Buzik

Alex Buzik is a Partner at WindRose Health Investors and has more than 21 years of experience in healthcare private equity and investment banking. Mr. Buzik is responsible for sourcing, executing and managing healthcare private equity investments at WindRose Health Investors. Prior to joining WindRose in 2005, Mr. Buzik worked as member of the Investment Banking Division at Lehman Brothers, where he focused on mergers and acquisitions as well as capital financings within the healthcare industry. Mr. Buzik currently serves on the board of directors of Kolmac, Traditions Behavioral Health, Curation Health, Accuity, Bluestone Physician Services, and StateServ. Mr. Buzik formerly served on the board of directors of Aerocare Holdings, Data Driven Delivery Systems, DNA Diagnostics Center, Florida Gulf-to-Bay Anesthesiology, TrustHCS, HealthHelp, Ovation Fertility, and Woodbury Health Products.

Mr. Buzik received his Masters of Business Administration from The Wharton School at the University of Pennsylvania (majoring in Finance and Health Care Management) and his Bachelor of Arts in Biochemistry from Dartmouth College.

Christopher (CJ) Burnes Headshot

Christopher (CJ) Burnes

Partner

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Mr. Burnes is a Partner at WindRose Health Investors where he is responsible for sourcing, executing and managing WindRose investments. Prior to joining WindRose Health Investors in 2011, Mr. Burnes worked at Welsh, Carson, Anderson & Stowe where he evaluated and executed investment opportunities in the healthcare and business service sectors. Previously, Mr. Burnes worked in the Investment Banking Division at Bank of America, where he focused on financial sponsor and leveraged finance transactions. Mr. Burnes received an M.B.A. from Columbia Business School and B.A. from Connecticut College.

Mr. Burnes currently serves on the board of directors of Altruix, Veristat, BPD, RevHealth, Caregiver Inc., BlueSprig Pediatrics, RoslinCT, and SubjectWell. Mr. Burnes formerly served on the board of directors of Avadyne Health, basys, Celerion, myNEXUS, Secura Home Health, Medical Knowledge Group, Senior Home Care, and Vital Decisions.

David M. Pontius Headshot

David M. Pontius

Partner

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Mr. Pontius received his Bachelor of Science in Business Administration from The University of North Carolina at Chapel Hill. Prior to joining WindRose Health Investors in 2008, Mr. Pontius worked in the Healthcare Investment Banking Group of Oppenheimer & Co. (formerly CIBC World Markets), where he focused on strategic advisory, mergers and acquisitions and public and private company financings. Mr. Pontius currently serves on the board of directors of MDsave,  Shearwater Health, Traditions Behavioral Health, Healthmap Solutions and Workplace Options.

C. Bren Hall Headshot

C. Bren Hall

Principal

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Mr. Hall is a Principal at WindRose Health Investors.  Prior to joining WindRose Health Investors in 2018, Mr. Hall worked at Welsh, Carson, Anderson & Stowe (WCAS) where he was involved in all aspects of the investment process, focusing on the healthcare and technology sectors. Prior to WCAS, he was at Moelis Capital Partners, where he pursued private equity investments in the healthcare, software and business services sectors. Earlier, he worked in investment banking in Houlihan Lokey’s Industrials Group.  Mr. Hall graduated from the University of North Carolina Wilmington with a B.S. in business administration and received an M.S. in accountancy from Wake Forest University. He is a CFA charterholder. Mr. Hall currently serves on the board of directors of Bluestone, Caregiver Inc., Kolmac and Veristat.

Kristin M. Melocik Headshot

Kristin M. Melocik

Vice President

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Ms. Melocik is a Vice President at Windrose Health Investors. Prior to joining WindRose Health Investors in 2017, Ms. Melocik was an analyst at Wells Fargo Securities in the Mergers & Acquisitions Group, where she focused on a broad range of advisory transactions across various industries. Ms. Melocik graduated from the University of Florida with a Bachelor of Science in Finance and Master of Science in Finance. Ms. Melocik currently serves on the board of directors of Curation Health, RevHealth, SubjectWell, and Veristat.

Jacob C. Stark Headshot

Jacob C. Stark

Vice President

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Mr. Stark is a Vice President at WindRose Health Investors. Prior to joining WindRose Health Investors in 2016, Mr. Stark worked at UBS Investment Bank in the Leveraged Finance & Financial Sponsors Group, where he focused on leveraged buyouts, restructurings, recapitalizations, and capital markets across a range of industries. Mr. Stark received his Bachelor of Arts in Economics and French from Williams College.

Mr. Stark currently serves on the board of directors of CardioOne, Healthmap Solutions, Shearwater Health, Workplace Options, BPD, Traditions Behavioral Health, and BlueSprig Pediatrics. Mr. Stark formerly served on the board of directors of Trumpet Behavioral Health and was also formerly involved in WindRose’s investments in AGS Health, Avadyne Health, Caregiver Inc., and Woodbury Health Products.

David G. Masterman Headshot

David G. Masterman

Vice President

Mr. Masterman is a Vice President at WindRose Health Investors.  Prior to joining WindRose Health Investors in 2021, Mr. Masterman worked at Silver Oak Services Partners where he evaluated and executed investment opportunities in the healthcare and business service sectors.  Prior to Silver Oak, he was at Brown Brothers Harriman Capital Partners, where he pursued private equity investments in the healthcare, technology and business services sectors.  Mr. Masterman received an M.B.A. from the University of Chicago Booth School of Business and B.A. from Amherst College. Mr. Masterman currently serves on the board of directors of Terrapin Pharmacy.

Liz Brissie Headshot

Liz Brissie

Vice President

Ms. Brissie is a Vice President at WindRose Health Investors. Prior to joining WindRose Health Investors in 2023, Ms. Brissie was an Associate at Morgan Stanley Capital Partners where she focused primarily on healthcare and consumer investments. Previously, she was an Analyst at Morgan Stanley in the Leveraged Finance Group. Ms. Brissie graduated from Dartmouth College and received an M.B.A. from Harvard Business School.

Jack L. Dolan Headshot

Jack L. Dolan

Associate

Prior to joining WindRose Health Investors in 2021, Mr. Dolan was an Analyst in the Healthcare Investment Banking group at Deutsche Bank, where he focused on a variety of strategic acquisitions, leveraged buyouts and capital raises. Mr. Dolan graduated from Boston College with a Bachelor of Science in Finance.

Jack T. McKibben Headshot

Jack T. McKibben

Associate

Prior to joining WindRose Health Investors in 2022, Mr. McKibben was an Associate at Enhanced Healthcare Partners. Prior to joining Enhanced, Mr. McKibben was an Analyst in the Healthcare Investment Banking Group at Deutsche Bank, where he focused on M&A as well as equity and debt financing transactions. Prior to his role in Investment Banking, Mr. McKibben worked as an Associate for Best Merchant Partners. Mr. McKibben received a Bachelor of Business Administration in Finance from the University of Texas at Austin.

Chris Applegate Headshot

Chris Applegate

Associate

Prior to joining WindRose Health Investors in 2022, Mr. Applegate was an Analyst in the Healthcare Investment Banking Group at Deutsche Bank, where he focused on M&A, equity & debt financings and strategic advisory. Mr. Applegate received a Bachelor of Business Administration in Finance from Villanova University.

Culver Sumner Headshot

Culver Sumner

Associate

Prior to joining WindRose Health Investors in 2023, Mr. Sumner was an Analyst in the Healthcare Services Investment Banking group at Moelis, where he focused on mergers and acquisitions. Mr. Sumner graduated from Texas A&M University with a Bachelor of Science in Accounting and a Master of Science in Finance.

Hattie Chancy Headshot

Hattie Chancy

Associate

Prior to joining WindRose Health Investors in 2023, Ms. Chancy was an Analyst in the Healthcare Investment Banking Group at Truist Securities, where she focused on M&A as well as debt financing transactions. Ms. Chancy received a Bachelor of Business Administration in Finance from the University of Georgia.

Catherine Coleman Headshot

Catherine Coleman

Head of Investor Relations

Ms. Coleman serves as the Head of Investor Relations at WindRose Health Investors. Prior to joining in 2021, Ms. Coleman worked at Court Square Capital where she focused on fundraising and investor relation efforts. Ms. Coleman started her career at PricewaterhouseCoopers in New York.

Ms. Coleman received a Master of Science in Accounting and a B.B.A. from the Cox School of Business at Southern Methodist University.

Michael J. Spiciarich Headshot

Michael J. Spiciarich

CFO / CCO

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Mr. Spiciarich is the Chief Financial Officer and Chief Compliance Officer at WindRose Health Investors. After graduating from The Johns Hopkins University in 2005 with a B.A. in Political Science, he worked for over five years at Vastardis Capital. From there, Mr. Spiciarich moved to Magnitude Capital, a fund of funds, where he worked for over six years on both the fund and corporate sides of the business.

Teri Myers Headshot

Teri Myers

Director of Finance

Ms. Myers serves as the Director of Finance responsible for fund administration of our portfolio of funds.  Prior to joining WindRose Health Investors in 2004, Ms. Myers was a Vice President at Goldman Sachs for seven years where she managed a group of 15 in financial reporting and tax compliance for the firm’s private equity funds and related employee funds.  Prior to Goldman Sachs, she was a Senior Manager at PwC providing attestation services to a broad group of private equity and mutual fund clients.  Ms. Myers is a former CPA and graduated from Michigan State University with a Bachelor of Arts in Accounting.

Madison Galvin Headshot

Madison Galvin

Assistant Controller

Prior to joining WindRose Health Investors in 2023, Ms. Galvin was a Senior Associate at Jordan Park Group, a wealth management and investment firm offering wealth management services to high-net-worth individuals. She was on the Fund Management team, managing a variety of private equity and venture capital funds. Prior to Jordan Park Group, Ms. Galvin was a Senior Associate at KPMG, where she provided assurance services to a variety of private equity and BDC clients. Ms. Galvin received her Bachelor of Science and Master of Science in Accounting from Fordham University’s Gabelli School of Business.

Christy A. Leonard Headshot

Christy A. Leonard

Executive Assistant

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Ms. Leonard joined WindRose Health Investors in 2018. Prior to joining WindRose she was with Aroya Capital, LP, RBC Capital Markets and Carlin Financial Group heading up areas including administrative services, internal operational structure and business integration.  Prior to joining Carlin Financial Group in New York, Ms. Leonard worked for Dain Rauscher in Dallas, Texas.  Ms. Leonard received her Master’s Degree from the University of Hartford and her Bachelor’s Degree from the University of North Texas.

Michelle A. Larocque Headshot

Michelle A. Larocque

Executive Assistant

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Ms. Larocque has supported the Private Equity team since joining WindRose Health Investors in 2017. Prior to joining WindRose, she provided administrative support at the tech firm Catchpoint Systems, event coordination for speaker’s bureau Greater Talent Network, and Flying Television, a talent booking and brokering firm. Ms. Larocque received her Bachelor of Arts in Elementary Education from Endicott College in Beverly, MA.

Adam Berger Headshot

Adam Berger

Operating Partner

Adam Berger is an Operating Partner at WindRose Health Investors, focusing on artificial intelligence. Prior to WindRose, he led technology at Amazon for a healthcare delivery service, Amazon Care, that served patients in all 50 states. Before that, Mr. Berger was CTO at UPMC Enterprises, where he and his team helped launch new ventures in domains such as clinical decision support, quality analytics, telemedicine, and clinical trial administration.  Earlier in his career, Mr. Berger founded two venture-backed startups, Eizel and Penthera, where he served as CTO.

As a computer scientist, Mr. Berger has presented at international conferences in machine learning, natural language processing, and information retrieval. He has received 25-year test of time awards from both SIGIR and ACL. Early in his career, he worked at IBM Research, where he helped develop the world’s first statistical machine translation system. He holds over 20 issued US patents.

Mr. Berger received his PhD in computer science from Carnegie Mellon University and his BA in physics from Harvard.  

Dr. Matthew W. Brubaker Headshot

Dr. Matthew W. Brubaker

Operating Partner

Dr. Matt Brubaker is Chief Executive Officer of FMG Leading, a human capital advisory firm that creates world-class organizations at the intersection of humanity and high-performance.  He has over 25 years of experience, with a particular expertise in health care and private equity executive leadership development, conflict resolution, pre-acquisition organizational assessment, and post-acquisition culture integration and strategy design. Dr. Brubaker’s client list includes a broad range of industry-leading organizations, including The Children’s Hospital of Philadelphia, Deloitte, CNN, TeamHealth, Massachusetts General Hospital, Hackensack University Medical Center, Alliance HealthCare Services, Bristol-Myers Squibb, Chevron, DaVita, Janus, and Microsoft. A recognized thought leader on the subject of human capital strategy, his work has been published in Harvard Business Review, Forbes, Chief Executive Magazine, Fast Company, and Private Equity International. Dr. Brubaker earned his Master of Arts degree in Dispute Resolution at the University of Massachusetts, and his Doctor of Education in Organizational Change (Ed.D.) degree from Pepperdine University’s Graduate School of Education and Psychology. He currently resides outside of Philadelphia, Pennsylvania with his family.

Charles (Chuck) W. Byrge II Headshot

Charles (Chuck) W. Byrge II

Advisory Partner

Chuck Byrge is the CEO and President of Harpeth Capital. Mr. Byrge directs Harpeth Capital’s investment banking, venture capital and fund placement business. He has more than 28 years of experience with capital raising and M&A transactions for middle market companies.

Prior to joining Harpeth Capital, he was a Senior Managing Director and Head of Investment Banking at FTN Financial Securities, the investment banking arm of First Tennessee Bank (NYSE:FHN), where he was involved in opening and directing the New York and Nashville offices. Prior to that, he was Managing Director and Co-Head of Mergers and Acquisitions at SunTrust Equitable Securities (now SunTrust Robinson Humphrey), where he was responsible for directing a wide variety of assignments for both public and private companies. Previously, Chuck was a senior member of the Mergers and Acquisitions Department at Morgan Keegan & Co and a Vice President at NationsBanc Capital Markets in Dallas, Texas where he co-directed the M&A practice for the Southwestern U.S.

Chuck received a BA in Economics from Vanderbilt University and an MBA from the Owen Graduate School of Management at Vanderbilt University. Chuck is a Chartered Financial Analyst and a former Certified Public Accountant with Peat Marwick and Ernst & Young.

Chuck currently serves on the Entrepreneurship Advisory Council of Vanderbilt University’s Center for Technology Transfer and Commercialization and the Nashville Healthcare Council’s Fellows Alumni Board. Previously he has served on the Board of the Nashville Healthcare Council and as a Director of NextGxDx. He recently served on the Owen Graduate School of Management Alumni Board of Directors and is a former Board member of the Boy Scouts of America Middle Tennessee Council and the Nashville Sports Council.

Peter J. Crowley Headshot

Peter J. Crowley

Advisory Partner

Peter Crowley joined WindRose Health Investors in 2011 as an Advisory Partner. Mr. Crowley retired from CIBC World Markets in April of 2008. Mr. Crowley spent 23 years at CIBC World Markets, the last fourteen as global head of healthcare investment banking. As global head of healthcare Mr. Crowley was involved in over five hundred transactions and over $30 billion of capital raised and transactions consummated. Transactions include public and private equity and debt financing’s and mergers and acquisitions transactions for biotechnology, pharmaceutical, medical devices, healthcare services and healthcare technology companies. Mr. Crowley was also heavily involved with the healthcare principal investments made by CIBC Capital Partners. Prior to CIBC Mr. Crowley worked for Allen & Company in venture capital and Blyth Eastman Paine Webber in mergers and acquisitions.

Mr. Crowley is a board member of the Foundation Fighting Blindness and New York Eye and Ear Foundation. He is also on the board of the following private companies: Anabios, Shearwater, RoslinCT, RevHealth, BPD, SubjectWell and Veristat. He is a committee member of the Harvard Alumni Association and member of the council of Rockefeller University. Mr. Crowley was formerly on the boards of healthcare companies including Progenics, Medical Knowledge Group, Celerion, Woodbury Health Products and consumer companies including Bare Escentuals, Jurlique, Frette, La Perla and Ouidad. He was also formerly an Operating Partner at JH Partners, a consumer focused private equity fund with close to $1 Billion under management.

Mr. Crowley graduated from Harvard College in 1981 and received an M.B.A. from Columbia University in 1985.

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Mitchell Daitz

Operating Partner

Throughout his career, Mr. Daitz has distinguished himself as an architect and builder of organizations focused on bringing innovative healthcare services to the marketplace. He currently serves on the Board, and as an advisor to, three technology-enabled healthcare services businesses, Bluestone Physician Group, Workplace Options, and Cosan LLC.

Previously, Mr. Daitz was Co-founder, CEO and Executive Chairman of Vital Decisions, an organization dedicated to ensuring that the care of individuals experiencing a serious illness aligns with their values and changing preferences throughout every step of their health journey. Prior to Vital Decisions, he was co-founder and CEO of IntrinsiQ Research, a leading oncology electronic medical record and information company acquired by a private equity firm in 2006 and now a business unit of Amerisource Bergen. He was also the President of Datamonitor, Inc., an international healthcare market advisory firm, and management consultant with Deloitte Consulting. Mr. Daitz holds an engineering degree from Rutgers University and an MBA from the Wharton School of the University of Pennsylvania.

Cherrill Farnsworth Headshot

Cherrill Farnsworth

Operating Partner

Cherrill Farnsworth is an influential national expert on health care change and an entrepreneur who has started seven successful companies over the course of her career. Nationally recognized for her achievements, she has received the KPMG Peat Marwick High Tech Entrepreneur of the Year Award and the Ernst & Young Entrepreneur of the Year Award. The National Association of Specialty Health Organizations has named her “Most Influential in Specialty Health.”

Houston named her a Woman on the Move as early in her career as 1986. In 2015, she was elected to the prestigious Committee of 200, a membership organization of the world’s most successful women entrepreneurs and corporate innovators. Also, Farnsworth is an active elected member of the Women Business Leaders of the U.S. Health Care Industry Foundation.

Ms. Farnsworth is a regular speaker at business and health care symposia. Since 1984, Ms. Farnsworth has been a regular spokesperson before the Medicare Payment Advisory Commission (MedPAC) and the Centers for Medicare and Medicaid Services (CMS). She has testified on the need to regulate quality in radiology at the House Ways & Means Committee and Congress. She is also a member of the National Quality Forum (NQF), which was formed by the U.S. Senate in response to the Institute of Medicine’s report on medical mistakes.

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Jonathan B. Gavras

Operating Partner

Dr. Jonathan Gavras joined WindRose Health Advisors as an Operating Partner in 2023 after over 25 years as a senior health care executive.  He currently serves as Board Chairman for CardioOne, in addition to board positions for Healthmap Solutions and Shearwater Health.

Dr. Gavras has held senior leadership positions throughout multiple sectors of the health care system. His career has focused on improving performance and outcomes while driving health care innovation. Among many roles while at UnitedHealth Group, he was their National Medical Director and Southern Regional President for Medicare Advantage. At Florida Blue, as their Senior Vice President of Delivery System and Chief Medical Officer, Dr. Gavras developed innovative provider solutions with noted improved market performance. Accomplishments included the first Oncology ACO, and the meaningful deployment of industry leading reimbursement models. These efforts led to his election as the first member from a commercial payer to the Healthcare Financing Management Association (HFMA) National Board of Directors. While at Florida Blue, Dr. Gavras was also the founding President of Guidewell Health, the provider services division of Guidewell. Other notable positions include the Chief Medical Officer at Prime Therapeutics, where he led specialty pharmacy strategy and as President of Avalon Healthcare Solutions, the first comprehensive laboratory benefit management company. Before becoming a full-time health care executive, Dr. Gavras had a successful clinical career in Pulmonary and Critical Care Medicine.

Dr. Gavras holds a BA in Chemistry and Psychology from Case Western Reserve University, and a Medical Doctor Degree from New York Medical College. He completed his training in Internal Medicine and Pulmonary Medicine at the University of Rochester where he also served as Chief Medical Resident.

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David R. Gibson

Operating Partner

WindRose Operating Partner David Gibson has over 35 years of executive, private equity, professional services, and board experience.   Mr. Gibson has been working as an Operating Partner since 2010.  His work with WindRose has been in many areas, ranging from portfolio company board chair and member, executive management, strategic advisory and transaction preparation and execution.  Previously, Mr. Gibson spent nine years with Gibson & Rechan, LLC, an interim management and restructuring advisory firm he co-founded.  Before that, he spent eleven years with Alvarez & Marsal, Inc. where he was a Managing Director and provided executive management and company advisory services. He began his career with Arthur Andersen & Company where he was a Manager and CPA and provided M&A due diligence and audit services. He graduated from New York University with a Master of Arts in Economics and the University of Massachusetts with a Bachelor of Business Administration.

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Michael B. Hammond

Advisory Partner

Michael Hammond has focused on the healthcare services industry for over 35 years. During this time, Mr. Hammond has advised many leading healthcare companies in the development of turnaround and reorganization strategies. Among his many clients, he has completed engagements recently for Catholic Health Initiatives (CO), Cedars-Sinai Medical Center (CA), Children’s Hospital Los Angeles, Geisinger Health System (PA), John Muir Health (CA) Sutter Health (CA), Texas Health Resources, Trinity Health (MI), Virginia Mason Medical Center (WA), and Barnabas Health (NJ).

Prior to the formation of H2C, Mr. Hammond was a founder of Shattuck Hammond Partners Inc. in 1993, a member of the board and management committees, and served as the President and CEO of PricewaterhouseCoopers Securities when Shattuck Hammond was owned by PWC (Shattuck Hammond was sold to Morgan Keegan & Company, Inc. in 2007). Prior to co-founding Shattuck Hammond Partners, Mr. Hammond managed the healthcare investment banking businesses at Salomon Brothers and Morgan Stanley, and was a Principal at Cain Brothers, Shattuck & Company.  Prior to joining Salomon Brothers in 1978, Mr. Hammond practiced law at Brown and Wood.

Allen J. Karp Headshot

Allen J. Karp

Operating Partner

Allen J. Karp is the Executive Vice President of Healthcare Management and Transformation at Horizon BCBSNJ. Mr. Karp has responsibility for Horizon BCBSNJ’s health care value strategy and clinical and network operations. He also leads the pharmacy, behavioral health and health care analytics organizations.

Mr. Karp has over 30 years of health care experience in leading health care delivery and service organizations. His innovative approach to health care delivery models provides experienced leadership as Horizon BCBSNJ leads a transformation away from fee-for-service to a value-based model that rewards doctors and hospitals for quality, cost-effective care and enhanced member experience.

Prior to joining Horizon BCBSNJ, Mr. Karp held senior leadership positions with Coventry Healthcare, Aetna and MedPartners Inc. He served as Senior Vice President at Coventry Healthcare where he led its national network and the development of the company’s Accountable Care Organization (ACO) and high-performance network strategy. He has implemented numerous innovative value-based models with hospitals and physicians in several states. He was also responsible for First Health, a Coventry Healthcare Company providing a national, integrated PPO network.

At Aetna, Mr. Karp held the position of Vice President of Healthcare Delivery, where he developed regional and national network strategy and managed provider contracting, clinical operations and medical economics. Mr. Karp also held the position of President of the Eastern Division for MedPartners where he had responsibility for multiple physician groups and independent practice associations (IPAs) with revenue in excess of $1 billion.

Mr. Karp previously served on the Board of Directors for Cota, which builds solutions for health care to analyze, visualize, report and manage real-world evidence. He was a member of Cota’s finance and compensation committees. He also served as Co-Chair of the Board of the Newark Museum of Art, Chair of Innovate R/X and the Boards of Abacus Insights and the Horizon Foundation. He currently serves as lead director for Outcomes Matter Innovations and the Advisory Board of Forge Health.

In 2018, Mr. Karp was named as a Leader in Health Care in the NJBIZ Vanguard Series for his work in pioneering the implementation of value-based health care in New Jersey and ROI NJ Influencers in Healthcare in 2019 and 2020.

Mr. Karp earned a bachelor's degree in commerce from Rider University and a master's degree in business administration from Wilmington University.

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Juan Vallarino

Advisory Partner

Mr. Vallarino has more than 35 years of experience in the health care industry. He has held key management roles in various sectors of the industry, physician practice management, institutional providers, and health care insurance companies, as well as his own consulting practice.

Mr. Vallarino spent 21 years with HCA and its predecessor companies. Most recently he served as Vice President of Employer & Payer Engagement for HCA with responsibility for over $30 billion in net revenues. During his tenure with HCA, he has held positions in Government Programs Compliance, Home Health Services and Physician Management Services. Prior to HCA, Mr. Vallarino served as Senior Vice President of Development for FPA Medical Management.

Mr. Vallarino last served as Chief Executive Officer of myNEXUS, having previously served the company in a Vice Chairman and a strategic advisor role since its inception. In April of 2021, he oversaw the successful sale of the company to Anthem Blue Cross Blue Shield. He currently serves on the various board including North American Partners in Anesthesia, Trumpet Behavioral Health and Brave Health and serves as a strategic advisor to several other healthcare companies. Mr. Vallarino also serves on the Board of the Grameen Foundation, a globally renowned organization focus on addressing poverty.