
Timeline
About me
Chairperson of the Board at Excelin Health
Education
The wharton school
-Mba healthcareUniversity of pennsylvania
-Msn health planning
Experience
Ernst & young corporate finance
Jan 1988 - Jan 1998Partner and head of healthcare corporate financeStarted and led the Healthcare Investment Banking Group within the EY Corporate Finance Group.
Merrill lynch
Jan 1998 - Jan 2006Managing director and head of strategic advisory servicesHead of Healthcare Strategic Advisory Group.
Ubs
Jan 2006 - Jan 2008Managing directorHealthcare Services Investment Banker in Global Corporate Finance Group. Covered Healthcare Providers, Payers, and Outsourced services companies in US and Healthcare Providers in Latin America.
Morgan keegan
Jan 2008 - Jan 2012Managing directorMorgan Keegan is a full service middle market investment bank.
Kpmg corporate finance llc
Jan 2012 - Jan 2016Managing director and co head healthcare corporate financeKPMG Corporate Finance is a FINRA licensed Investment Banking Division of the Global KPMG firm.
Chap
Jan 2015 - Jan 2022Past chairperson of the boardCHAP, Community Health Accreditation Partner, is a national accreditation body for community based care, including home health, hospice, private duty nursing, home infusion therapy and durable medical equipment.
Mas advisory services, llc
Jan 2016 - nowPresidentMAS Advisory LLC is a board advisory and consulting business.
New state capital partners
Jan 2016 - Jan 2022Senior industry partnerNew State Capital Partners is a private equity firm focused on investing in middle market healthcare, business services and industrial companies. The firm approaches each growth investment with an entrepreneurial mindset.
Austin pain llc
Jan 2017 - Jan 2022Board memberAustin Pain LLC, a New State Capital Partners investment, is a multi state physician pain management business.
Effective school solutions
Jan 2018 - Jan 2021Advisory board memberEffective School Solutions, a Havencrest Healthcare Partners investment, is a multi state mental health platform solution sold to school districts for elementary to high school age children.
Excelin health
Jan 2018 - nowExcelin, a multi state home health and hospice company, is a portfolio company of Corinthian Capital. Excelin, a multi state home health and hospice company, is a portfolio company of Corinthian Capital.
Chairperson of the Board
Aug 2022 - nowBoard Member
Jan 2018 - Jul 2022
Havencrest capital management
Jan 2018 - nowSenior advisorHavencrest is a Dallas based private equity fund specializing in investments in the healthcare industry.
Paradigm health
Jun 2021 - nowBoard memberParadigm Health launched in 2013 with a commitment to provide Central Indiana with premier hospice and palliative care through compassionate care and a holistic team approach. The Company brings a new "paradigm" to home-based healthcare offering services in a coordinated effort to provide and maintain exemplary care in its patient's home environment. Paradigm is a Havencrest Capital Management portfolio company.
Heritage campus group
Apr 2022 - nowBoard memberHeritage Campus Group is an operator of Life Care communities. Current facilities include Heritage Campus Green Hills.
Honor health network
Aug 2023 - nowBoard memberHonor Health Network is a growing dynamic company operating the mostrespected home health care agencies from NY to Washington, D.C.
Licenses & Certifications
Registered nurse
New york, illinoisSeries 7, 63 and 24
Finra
Volunteer Experience
Immediate Past President of the Congregation
Issued by Temple B'Nai JeshurunAssociated with Maureen A. Spivack
Chairperson of the Board
Issued by CHAP - Community Health Accreditation Partner on Jan 2015Associated with Maureen A. Spivack
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