Investment and Operations Team
Tony Pritzker
Chairman and Chief Executive Officer
Paul Carbone
President and Managing Partner
Michael Nelson
Partner - Head of Investing
Tony is Chairman and Chief Executive Officer of Pritzker Private Capital. Tony has spent over twenty years leading middle-market manufacturing and distribution companies. From 2004 to 2007, he served as Chairman of AmSafe Partners, the leader in aircraft seating restraints. From 2000 to 2004 he served as President of Baker Tanks, the nation’s leading tank and pump equipment rental business. In 1998, he was appointed by the Marmon Group to oversee Stainless Industrial Companies, a portfolio of several industrial manufacturing companies. Prior to 1998, Tony directed operations in Asia for Getz Bros. & Co., while at the same time serving as Group Executive at the Marmon Group and overseeing several manufacturing companies.
For more than a decade, Tony has been an active member and leader of the Los Angeles community. Currently, he chairs UCLA’s Institute of the Environment and Sustainability and co-chairs the UCLA Centennial Campaign Committee. He also serves on the boards of The Hammer Museum, the LA County Museum of Art, and Foster Care Counts. For his stewardship, Tony has received honors from UCLA Neurosurgery, Friends of Sheba Medical Center in Israel, Young Presidents’ Organization, and the American Jewish University’s Brandeis Bardin Institute.
Tony received his M.B.A. from the University of Chicago and his B.A. from Dartmouth College.
For more than a decade, Tony has been an active member and leader of the Los Angeles community. Currently, he chairs UCLA’s Institute of the Environment and Sustainability and co-chairs the UCLA Centennial Campaign Committee. He also serves on the boards of The Hammer Museum, the LA County Museum of Art, and Foster Care Counts. For his stewardship, Tony has received honors from UCLA Neurosurgery, Friends of Sheba Medical Center in Israel, Young Presidents’ Organization, and the American Jewish University’s Brandeis Bardin Institute.
Tony received his M.B.A. from the University of Chicago and his B.A. from Dartmouth College.
Paul Carbone has been the President and Managing Partner of Pritzker Private Capital and its predecessor, Pritzker Group Private Capital, since 2012. Pritzker Private Capital partners with entrepreneur‐ and family‐owned middle‐market companies with leading positions in the manufactured products, services and healthcare sectors. For the prior 13 years, Paul was the Director and Managing Partner of the Private Equity Group of Robert W. Baird & Co., which makes venture capital, growth equity and buyout investments in smaller, high‐potential companies in the US, Europe and Asia. Prior to 1999, Paul was the Co‐Director of Investment Banking responsible for Robert W. Baird & Co.’s Mergers and Acquisitions Advisory practice. Prior to joining Robert W. Baird & Co. in 1994, Paul was Senior Vice President in the Investment Banking Group at Kidder, Peabody & Co.
Paul is on the board of directors of several civic, cultural and charitable organizations, including the Shedd Aquarium (Executive Committee and Chair of the Finance Committee), University of Chicago Medical Center (Executive Committee and Chair of the Finance Committee) and The Art Institute of Chicago. He also advises the Misericordia Endowment Fund and is a member of the Commercial Club of Chicago and the Economic Club of Chicago.
In 2016, Paul received the Stanley C. Golder Award from the Illinois Venture Capital Association in recognition of his contributions to the private equity industry in Illinois. Paul has served as an EY Entrepreneur of the Year regional judge as well as national judge for the Family Business category. In 2020, Family Capital magazine named Paul one of the Top 100 most influential people among family investors and family enterprises.
Paul is a Phi Beta Kappa graduate of The College of the University of Chicago. He received his MBA from Harvard Business School.
Michael Nelson joined Pritzker Private Capital in 2012 and is a Partner and the Head of Investing for the firm. Prior to joining Pritzker Private Capital, Michael was a Managing Director at Wind Point Partners, a multi-billion dollar, middle-market private equity firm headquartered in Chicago. Michael led investments in specialty manufacturing and packaging as well as served on the boards of seven different portfolio companies during his 10 years with the firm. Prior to Wind Point, Michael was the Vice President of Finance for Esurg Corporation, a private equity-backed distributor of medical and pharmaceutical supplies. Michael also spent four years in investment banking with Vector Securities. Michael serves on the board of directors of the Chicago Jesuit Academy, a full-scholarship, lower and middle school for young men from modest economic backgrounds who could not otherwise access a well-resourced, faith-based college prep education.
Michael received his B.B.A. in Finance and Accounting from the University of Michigan and an M.B.A. from Harvard Business School.
Michael received his B.B.A. in Finance and Accounting from the University of Michigan and an M.B.A. from Harvard Business School.
David Gau
Partner - Head of Operations
Michael Dal Bello
Investment Partner - Healthcare
Eric Kieras
Investment Partner - Services
David is a Partner and Head of Operations at Pritzker Private Capital. David has a history of building and operating multi-national organizations, most recently as chief executive officer of Intersystems, a manufacturer of material handling equipment for agricultural and industrial applications. Prior to Intersystems, David served as executive vice president of global commercial operations and group president of Industrial Fluid Power for Gates Corp. Gates Corp. is a multi-billion manufacturer of advanced power transmission and fluid transfer solutions, with more than 14,000 employees across 106 locations in 30 countries. Prior to joining Gates Corp., David was president of Air System Components, a division of Tomkins.
David is a graduate of the University of Nebraska at Omaha.
David is a graduate of the University of Nebraska at Omaha.
Michael is an Investment Partner at Pritzker Private Capital leading the firm’s Healthcare sector investing. Prior to joining Pritzker Private Capital, Michael was a Managing Director at Blackstone Capital Partners, a multi-billion dollar private equity enterprise. During his tenure at Blackstone, Michael helped lead sourcing efforts in healthcare and insurance, investing billions of equity capital in 13 transactions. Michael also served on ten corporate boards, working with management teams to drive value through operational improvements, acquisitions and divestitures. Before joining Blackstone, Michael was an Associate at Hellman & Friedman where he was involved with the analysis and execution of private equity investments in the media and professional services sectors. Prior to that, Michael worked as a consultant at Bain & Company and also was a Research Associate at the China Center for Economic Research in Beijing, PR China as a Luce Scholar.
Michael earned an MBA from Harvard Business School, an MA from Oxford University and undergraduate degrees from the Wharton School and the College of Arts and Sciences at the University of Pennsylvania. He is a member of the Council on Foreign Relations.
Michael earned an MBA from Harvard Business School, an MA from Oxford University and undergraduate degrees from the Wharton School and the College of Arts and Sciences at the University of Pennsylvania. He is a member of the Council on Foreign Relations.
Eric Kieras is a Partner at Pritzker Private Capital and helps lead the firm's Services sector investing. Prior to joining Pritzker Private Capital, Eric was a Managing Director at JZ Partners, LLC, a middle-market investment firm, where he helped lead investment strategy and execution and served on the Boards of Directors of several of the firm's operating companies. Prior to joining JZ Partners, Eric worked as an investment banker for the plastics and packaging team at P&M Corporate Finance, a regional investment bank focused on middle-market M&A transactions.
Eric received his B.B.A. from the University of Michigan Ross School of Business.
David King
Operating Partner - Healthcare
Tom Leverton
Operating Partner - Services
Mike Lynch
Operating Partner - Healthcare
Dave is an Operating Partner at Pritzker Private Capital leading the firm’s activities in the Healthcare sector. Prior to joining Pritzker Private Capital, Dave was most recently executive chairman and CEO of LabCorp (NYSE: LH). Dave is a respected senior healthcare leader who operates with a strong emphasis on deeply understanding the healthcare industry, strategic planning, “playing the long game,” and staying ahead of rapidly evolving industry trends and challenges. Under his leadership, LabCorp transformed from a pure-play U.S. testing laboratory into a leading global life sciences company — tripling in size through a combination of organic growth and strategic acquisitions, entering the Fortune 500, and being named to Fortune’s List of World’s Most Admired Companies. It is now the world’s largest clinical laboratory and second-largest drug development business.
Dave is the board chair of PATH, a nonprofit global health organization, and was appointed in 2017 to the advisory board for Duke University’s Robert J. Margolis, MD, Center for Health Policy. He previously served on the board of Cardinal Health (NYSE: CAH), a Fortune 20 healthcare company, Elon University and the American Clinical Laboratory Association, where he served as board chair from 2010 to 2014. Dave is also on the board of The Emily K Center, a college-readiness center that Duke Men's Basketball Coach Mike Krzyzewski founded to prepare high school students in Durham, North Carolina for college and leadership.
Dave holds a bachelor’s degree, cum laude, from Princeton University and a Juris Doctor, cum laude, from the University of Pennsylvania Law School.
Tom is an Operating Partner at Pritzker Private Capital leading the firm’s activities in the Services sector. Tom has more than 25 years of experience in leadership and senior operating roles across the services industry. Prior to joining Pritzker Private Capital, Tom most recently served as Chief Executive Officer of CEC Entertainment, the parent company of Chuck E. Cheese and Peter Piper Pizza. During his tenure, he transformed CEC into a technology-enabled organization with taste-test winning food, enhanced entertainment and two integrated businesses. Prior to CEC, Tom served as Chief Executive Officer of Topgolf, a global sports and entertainment company, and as Chief Executive Officer at Omniflight, a nationwide air medical operator. Earlier in his career, he held senior operating roles at FedEx Office and TXU Energy. Tom began his career at Johnson & Johnson and Bain & Company.
Tom received a B.A. in Mechanical Engineering and Materials Science from Duke University and an M.B.A. from The Tuck School of Business at Dartmouth.
Tom received a B.A. in Mechanical Engineering and Materials Science from Duke University and an M.B.A. from The Tuck School of Business at Dartmouth.
Mike is an Operating Partner at Pritzker Private Capital leading the firm’s activities in the Healthcare sector. Prior to joining Pritzker Private Capital, Mike most recently served as chief executive officer of Cardinal Health’s medical segment, a multi-billion dollar business with more than 15,000 employees in nine countries serving hospitals, clinics and other sites of care worldwide. Mike is a seasoned global executive with 28 years of strategic and operational experience in medical products manufacturing, sourcing and distribution. He held leadership roles in several Cardinal Health businesses, consistently growing them through acquisitions, alliances, organic revenue and operational improvements.
Mike is a graduate of Cornell University and sits on the board of directors for Boston Centerless and AdvaMed. Mike also serves as Chairman of the board of directors of PathGroup, a member of the PPC group of operating companies.
Mike is a graduate of Cornell University and sits on the board of directors for Boston Centerless and AdvaMed. Mike also serves as Chairman of the board of directors of PathGroup, a member of the PPC group of operating companies.
Ceron Rhee
Investment Partner - Healthcare
Ryan Roberts
Investment Partner - Services
Terry Sutter
Operating Partner - Manufactured Products
Ceron is a Partner at Pritzker Private Capital and helps lead the firm’s Healthcare sector investing. Prior to joining Pritzker Private Capital, Ceron was a Vice President at TPG Capital, a multi-billion dollar private equity firm based in San Francisco. While at TPG, Ceron was focused on investing across various segments of healthcare, including healthcare services, medical technologies and life sciences. Ceron previously held positions at The Blackstone Group, where he focused on healthcare private equity investments, and the healthcare investment banking division at Credit Suisse.
Ceron earned an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller Scholar. He also received his undergraduate degrees in Economics and Biological Sciences from Stanford University, where he was a Mayfield Fellow. Ceron has co-authored a number of publications in the field of healthcare including original scientific research and health economics articles.
Ceron earned an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller Scholar. He also received his undergraduate degrees in Economics and Biological Sciences from Stanford University, where he was a Mayfield Fellow. Ceron has co-authored a number of publications in the field of healthcare including original scientific research and health economics articles.
Ryan is an Investment Partner at Pritzker Private Capital leading the firms’ Services sector investing. Prior to joining Pritzker Private Capital, Ryan was a Director at Madison Dearborn Capital Partners, a multi-billion dollar Chicago-based firm. Ryan focused on investments in business services as well as technology, media and telecommunications services and served on the boards of six different portfolio companies during his ten years with the firm. Prior to Madison Dearborn, Ryan was an Associate at Welsh, Carson, Anderson & Stowe, a multi-billion dollar New York-based private equity firm. Ryan also previously worked for Morgan Stanley Capital Partners (now Metalmark Capital).
Ryan received an A.B. in Economics from Princeton University and an M.B.A. from Harvard Business School.
Ryan received an A.B. in Economics from Princeton University and an M.B.A. from Harvard Business School.
Terry is an Operating Partner at Pritzker Private Capital leading the firm’s activities in the Manufactured Products sector. Terry has more than 25 years of executive experience in refining, specialty chemicals, plastics, process automation and steel. Prior to joining Pritzker Private Capital, Terry was an Executive Advisor and member of the Advisory Board of Aurora Capital Partners for ten years. Prior to Aurora, Terry was COO of Gerdau Ameristeel, one of the largest long steel producers in North America. Previously, Terry joined Tyco International as one of the operating executives charged with turning around Tyco, assuming the role of President of Tyco Plastics and Adhesives. Earlier in his career he was part of AlliedSignal, which ultimately became Honeywell, in Specialty Chemicals where he had numerous roles in Business Development, Marketing and was the VP-GM of the global Fluorine Products business and then President of the global Process Solutions Division. Terry began his career with Pennzoil and Morton International.
Terry received his B.S. in Chemical Engineering from University of Missouri-Columbia, a M.S. in Chemical Engineering from Texas A&M University and an M.B.A. from the University of Chicago.
Chris Trick
Investment Partner - Manufactured Products
Stephanie Paine
Partner and Chief Financial Officer
Brad West
Partner and General Counsel/Chief Compliance Officer
Chris Trick joined Pritzker Private Capital in 2014 and is an Investment Partner on the Manufactured Products team. Prior to joining Pritzker Private Capital, Chris worked at KRG Capital Partners, a multi-billion dollar, middle-market private equity firm in Denver. While at KRG, he focused on investments in the transportation and marketing services sectors. Prior to joining KRG, Chris was an investment banking analyst at Robert W. Baird & Co. in their healthcare group in Chicago. Prior to working for Baird, Chris played professional hockey in the ECHL.
Chris received his M.B.A. with honors from The University of Chicago Booth School of Business. He received his B.B.A. in Finance from the University of Notre Dame where he was a four-time monogram winner as a member of the hockey team.
Chris received his M.B.A. with honors from The University of Chicago Booth School of Business. He received his B.B.A. in Finance from the University of Notre Dame where he was a four-time monogram winner as a member of the hockey team.
Stephanie Paine joined Pritzker Private Capital in 2017 and is a Partner and Chief Financial Officer. She oversees the financial reporting, tax, fund management, human resources, and IT functions. Prior to joining Pritzker Private Capital, Stephanie held operations and accounting roles at Private Equity, Venture Capital and Hedge Fund managers, including Healthbox Global Partners, Conversus Asset Management, Adams Street Partners, and Maverick Capital. She started her career as an auditor at PwC.
Stephanie is a CPA and received her BBA and Masters in Accounting from the University of Texas at Austin.
Stephanie is a CPA and received her BBA and Masters in Accounting from the University of Texas at Austin.
Brad joined Pritzker Private Capital in 2014 and is a Partner - General Counsel and Chief Compliance Officer. He manages the legal aspects of the group’s operations, including transaction execution, corporate governance, risk management, media relations and regulatory compliance. Prior to joining Pritzker Private Capital, Brad worked in the private equity, finance and transactions practice of Vedder Price, P.C. Previously, Brad worked in the corporate and securities group at Mayer Brown LLP, representing buyers and sellers involved with acquisitions, divestitures, joint ventures and other strategic transactions.
Brad received his J.D., magna cum laude, from the University of Minnesota Law School. He received his B.B.A. in Accounting and Information Systems, with highest distinction, from the University of Wisconsin-Madison.
Brad received his J.D., magna cum laude, from the University of Minnesota Law School. He received his B.B.A. in Accounting and Information Systems, with highest distinction, from the University of Wisconsin-Madison.
Meghan Slentz
Head of Partner Relations and Marketing
David Hirsch
Chief Financial Officer – Operations Group
David Baker
Principal - Operations Group
Meghan Slentz joined Pritzker Private Capital in 2020 as Head of Partner Relations and Marketing. She brings a decade of experience in developing and managing relations with investor partners and promoting marketplace awareness for the organizations she has served. Prior to joining Pritzker Private Capital, Meghan served as Director of Investor Relations at Waud Capital and as Manager of Investor Relations for Madison Dearborn Partners. Prior to Madison Dearborn Partners, she spent time in marketing and investor relations roles at Pantheon and at Credit Suisse's Private Fund Group.
Meghan received her B.B.A. in Accountancy, cum laude, from the University of Notre Dame.
Meghan received her B.B.A. in Accountancy, cum laude, from the University of Notre Dame.
David is the Chief Financial Officer of the Operations Group at Pritzker Private Capital, where he oversees accounting, finance, and reporting matters for the firm’s family of companies. Previously, David worked at Crowe Horwath LLP, where he managed financial due diligence engagements focused on middle-market acquisition targets. Prior to joining Crowe, David worked at Deloitte & Touche LLP, where he coordinated financial statement audits of large and middle-market public and private companies.
David received his Master of Accounting Science and B.S. in Accountancy with High Honors from the University of Illinois at Urbana-Champaign. David is a Certified Public Accountant (inactive).
David received his Master of Accounting Science and B.S. in Accountancy with High Honors from the University of Illinois at Urbana-Champaign. David is a Certified Public Accountant (inactive).
David is a Principal with the Operations Group at Pritzker Private Capital, supporting the business strategy, operational improvement and consulting needs of PPC and our Group of Companies. For over 20 years, he has focused on making companies better, faster, stronger, more competitive and more valuable. Prior to working with Pritzker Private Capital, David served as Vice President of Strategy & International Development at Outerwall, then owner of the Redbox and Coinstar kiosks. Before that, David worked for nearly a decade as a Senior Manager/Principal with Bain & Company in their London, Melbourne and Chicago consulting offices. While there he worked with clients to link sound strategic decision-making with hands-on execution in order to drive bottom-line results in industries as diverse as retail, entertainment, consumer products, food service, financial services, aerospace, manufacturing, healthcare and tech. David also previously worked at Arthur Andersen, Business Consulting and UMS Group Consulting.
David received his B.A. in Economics from Williams College and his M.B.A. from Northwestern University’s Kellogg School of Business.
David received his B.A. in Economics from Williams College and his M.B.A. from Northwestern University’s Kellogg School of Business.
Anthony Cardona
Principal - Services
Thomas Chadwick
Principal - Manufactured Products
Kaitlyn Desai
Vice President - Manufactured Products
Anthony is a Principal at Pritzker Private Capital focused on the firm’s Services sector investing. He originally joined Pritzker Private Capital in 2014 as an associate and senior associate before departing the firm to pursue his Master of Business Administration degree. Prior to joining Pritzker Private Capital, Anthony was an investment banking analyst at Lincoln International in its Global Business Services group.
Anthony received his M.B.A. from Northwestern University, where he was a Zell Fellow. He also received his B.S. in Business Administration from Washington and Lee University, where he graduated Omicron Delta Kappa.
Anthony received his M.B.A. from Northwestern University, where he was a Zell Fellow. He also received his B.S. in Business Administration from Washington and Lee University, where he graduated Omicron Delta Kappa.
Thomas is a Principal at Pritzker Private Capital focused on the firm’s investing activities in the Manufactured Products sector. Prior to joining Pritzker Private Capital, Thomas worked at Madison Dearborn Capital Partners, a multi-billion dollar Chicago-based firm. Prior to joining Madison Dearborn, Thomas was an investment banking analyst at Deutsche Bank in their Financial Sponsors Group.
Thomas received his M.B.A. from Harvard Business School. He received his B.B.A. in Finance from the University of Wisconsin – Madison.
Thomas received his M.B.A. from Harvard Business School. He received his B.B.A. in Finance from the University of Wisconsin – Madison.
Kaitlyn is a Vice President at Pritzker Private Capital focused on the firm’s investing activities in the Manufactured Products sector. Prior to joining Pritzker Private Capital, Kaitlyn worked at SSA & Company, a boutique management consulting firm in New York City. Kaitlyn started her career at Deutsche Bank covering companies in the leverage finance and real estate sectors.
Kaitlyn received her M.B.A. from The University of Chicago Booth School of Business. She received her B.A. in Accounting and Finance from Claremont McKenna College, where she was a Robert Day Scholar and four-time lacrosse letter winner.
Kaitlyn received her M.B.A. from The University of Chicago Booth School of Business. She received her B.A. in Accounting and Finance from Claremont McKenna College, where she was a Robert Day Scholar and four-time lacrosse letter winner.
Charles is a Vice President at Pritzker Private Capital focused on the firm's investing activities in the Healthcare sector. He originally joined the firm in 2016. Prior to Pritzker Private Capital, Charles was an investment professional at Alpine Investors, a multi-billion middle-market private equity firm based in San Francisco. While at Alpine, Charles was responsible for sourcing and executing investments in the healthcare and technology sectors.
Charles graduated with a B.S. in Computer Science from UC Berkeley..
Charles graduated with a B.S. in Computer Science from UC Berkeley..
Brian joined Pritzker Private Capital in 2018 as the Controller, where he assists in overseeing the financial reporting, tax, and fund management functions. Prior to joining Pritzker Private Capital, Brian was a Finance and Accounting Manager at Pritzker Group, where he spent 14 years managing all aspects related to the investment partnerships of the family.
Brian attended Bucknell University where he received a B.S. in Accounting.
Brian attended Bucknell University where he received a B.S. in Accounting.
Jeff Carlson joined Pritzker Private Capital in 2020 as the Director of Technology; overseeing the IT team and providing strategic and tactical guidance to Pritzker Private Capital’s companies. Jeff has served as Director of Information Technology at Pritzker Group since 2014. Prior to joining Pritzker Group, Jeff was Vice President of Information Technology at SunTrust Robinson Humphrey, where he developed applications for the firm’s Total Return Swap trading desk and worked in an operations and technology capacity. Before SunTrust, Jeff worked as a Vice President at Bank of America, and began his career at Vista Software Solutions, now part of JDA Software.
Jeff received his Bachelor degree in Business Administration and Masters in Information Systems at Northern Illinois University.
Chris Brannan
Assistant General Counsel
Silvia Yim
Human Resources Manager
Amanda Essay
Finance Manager - Operations Group
Chris joined Pritzker Private Capital in 2017 and is the Assistant General Counsel. He works on many legal aspects of the group’s operations, including regulatory compliance, transaction execution and other company matters. Prior to joining Pritzker Private Capital, Chris worked in the mergers and acquisitions practices at Winston & Strawn LLP and O’Melveny & Myers LLP. Prior to law school, Chris worked in the financial services industry group at PricewaterhouseCoopers LLP, where he received his CPA license.
Chris received his J.D., cum laude, from the University of Michigan Law School. He received his B.A. in Economics, cum laude, from Bucknell University where he was a member of the baseball team.
Chris received his J.D., cum laude, from the University of Michigan Law School. He received his B.A. in Economics, cum laude, from Bucknell University where he was a member of the baseball team.
Silvia Yim joined Pritzker Private Capital in 2018 as a Human Resources Manager overseeing all Human Resources functions. She has over seven years of experience working in Human Resources operations supporting a global IT consulting firm and an educational institution. Silvia brings with her a broad range of experiences including recruitment, HR compliance, payroll, benefits administration, compensation management, performance management and employee relations.
Silvia received her B.S. from Trinity International University.
Silvia received her B.S. from Trinity International University.
Prior to joining Pritzker Private Capital, Amanda spent four years in PwC’s capital markets and accounting advisory group. While at PwC, Amanda provided transaction support on complex accounting and financial reporting matters arising from carve-out and spin-off transactions, financing, IPO’s and business combinations.
Amanda received her B.A. in Economics from Vanderbilt University and her M.S in Accounting from the Owen School of Management. While at Vanderbilt, she was a four-time monogram winner as a member of the soccer team. Amanda is a licensed Certified Public Accountant.
Amanda received her B.A. in Economics from Vanderbilt University and her M.S in Accounting from the Owen School of Management. While at Vanderbilt, she was a four-time monogram winner as a member of the soccer team. Amanda is a licensed Certified Public Accountant.
Erica Kolin joined Pritzker Private Capital in 2013 as an Executive Assistant. In this role, she supported various members of the PPC team including Paul Carbone, President and Managing Partner. In 2017, Erica transitioned into the role of Senior Events Coordinator and manages all of the firm’s events. Erica serves as a member on the Shedd Aquarium Auxiliary Board and the Arlington Heights Junior Women’s Club.
Erica received her B.S. in Public Health from the University of Kansas and her Master’s in Education from Roosevelt University with a concentration in Elementary and Special Education.
Erica received her B.S. in Public Health from the University of Kansas and her Master’s in Education from Roosevelt University with a concentration in Elementary and Special Education.
Prior to joining Pritzker Private Capital, Greg was an investment banking analyst in the Global Industrials Group at Bank of America Merrill Lynch in Chicago. While at Bank of America Merrill Lynch, Greg provided analytical support on mergers, acquisitions, leveraged buyouts, financings and other financial advisory services.
Greg received his B.A. cum laude in Economics and History from Northwestern University.
Greg received his B.A. cum laude in Economics and History from Northwestern University.
Prior to joining Pritzker Private Capital, Phillip was an investment banking analyst in the Consumer & Retail Group at SunTrust Robinson Humphrey (STRH) in Atlanta, GA. While at STRH, Phillip provided support on financings, mergers, acquisitions, leveraged buyouts and other financial advisory services.
Phillip received his B.S. in finance from Wake Forest University.
Phillip received his B.S. in finance from Wake Forest University.
Prior to joining Pritzker Private Capital, Andrew was an investment professional at Main Street Capital Corporation, a multi-billion dollar Houston-based investment firm. While at Main Street, Andrew’s responsibilities included evaluating leveraged buyout opportunities, conducting due diligence across a wide array of industries and portfolio management.
Andrew received his B.B.A. in finance from the University of Notre Dame.
Andrew received his B.B.A. in finance from the University of Notre Dame.
Prior to joining Pritzker Private Capital, Caleb was an investment banking associate in the Global Industrials Group at Citi in New York. While at Citi, Caleb provided support on financings, mergers, acquisitions, leveraged buyouts and other financial advisory services. Prior to joining Citi, Caleb spent 12 years in the U.S. Air Force as a B-52 and MQ-9 pilot, Air Liaison Officer in Afghanistan and member of the U.S. Bobsled Team.
Caleb received his B.S. in Mechanical Engineering from the U.S. Air Force Academy where he was a four-time track and field letter winner. He also received his M.B.A. from Oklahoma State University.
Caleb received his B.S. in Mechanical Engineering from the U.S. Air Force Academy where he was a four-time track and field letter winner. He also received his M.B.A. from Oklahoma State University.
Bradley joined Pritzker Private Capital in 2019 as a Senior Accountant, where he assists in financial reporting, fund management functions, and the accounts payable process. Prior to joining Pritzker Private Capital, Bradley was a Senior Associate at RSM US LLP where he spent two years focusing on private equity tax compliance within the Financial Services department.
Bradley received his B.S. in both Accounting and Finance from Indiana University where he also minored in Sports Marketing & Management. Bradley is a licensed Certified Public Accountant (CPA) in Illinois.
Bradley received his B.S. in both Accounting and Finance from Indiana University where he also minored in Sports Marketing & Management. Bradley is a licensed Certified Public Accountant (CPA) in Illinois.
Prior to joining Pritzker Private Capital, Edgardo was an investment banking analyst in the Services & Industrials Group at William Blair in Chicago. While at William Blair, Edgardo provided analytical support on mergers, acquisitions, leveraged buyouts, financings and other financial advisory services.
Edgardo received his B.S. in Accounting and M.B.A. from Indiana University Kelley School of Business. Edgardo is a licensed Certified Public Accountant.
Edgardo received his B.S. in Accounting and M.B.A. from Indiana University Kelley School of Business. Edgardo is a licensed Certified Public Accountant.
Prior to joining Pritzker Private Capital, Andrew was an investment banking analyst in the Industrial group at Robert W. Baird in Chicago. While at Baird, Andrew provided analytical support on mergers, acquisitions, leveraged buyouts, financings and other financial advisory services.
Andrew received his B.B.A. in Finance from the University of Wisconsin – Madison.
Andrew received his B.B.A. in Finance from the University of Wisconsin – Madison.
Prior to joining Pritzker Private Capital, Patrick was an investment banking associate in the Services & Industrials Group at William Blair in Chicago. While at William Blair, Patrick provided analytical support on mergers, acquisitions, leveraged buyouts, financings and other financial advisory services.
Patrick received his B.B.A. in finance from the University of Notre Dame.
Prior to joining Pritzker Private Capital, Matthew was an investment banking analyst in the Consumer & Retail Group at RBC Capital Markets in New York. While at RBC, Matthew provided analytical support on financings, mergers, acquisitions, leveraged buyouts and other financial advisory services.
Matthew received his B.S. in Finance from Indiana University.
Prior to joining Pritzker Private Capital, Adam was an investment banking associate in the Global Healthcare Group at Citi in New York. While at Citi, Adam provided analytical support on financings, mergers, acquisitions, leveraged buyouts and other financial advisory services.
Adam received his B.A. in Economics from Gettysburg College where he was a member of the lacrosse team.
Adam received his B.A. in Economics from Gettysburg College where he was a member of the lacrosse team.
Prior to joining Pritzker Private Capital, Anna was an investment banking analyst in the Global Industrials Group at Bank of America Merrill Lynch in Chicago. While at BofA, Anna provided support on financings, mergers, acquisitions, leveraged buyouts and other financial advisory services.
Anna received her B.B.A. in Finance from Texas Christian University.
Anna received her B.B.A. in Finance from Texas Christian University.
Apurva Srivastav
Associate
Patrick Raynor
Compliance Associate
Nicole Abreu
Senior Executive Assistant
Patrick joined Pritzker Private Capital as a Compliance Associate in 2019. He assists with a wide range of compliance and legal functions spanning regulatory filings, state and federal reporting, due diligence, and legal drafting. During law school, Patrick completed a series of corporate courses and worked with an emerging SEC registered investment advisor on a litany of legal and regulatory tasks.
Patrick received his J.D. from Boston College Law School in 2018. He received his B.S. magna cum laude in Finance from the University of Massachusetts Lowell in 2015.
Patrick received his J.D. from Boston College Law School in 2018. He received his B.S. magna cum laude in Finance from the University of Massachusetts Lowell in 2015.
Nicole joined Pritzker Private Capital in 2018 and supports our President and Managing Partner, Paul Carbone. Prior to joining Pritzker Private Capital, Nicole supported the Legal and Compliance teams as well as the Board of Trustees at Jackson National Asset Management, LLC. Nicole started her career at Magnetar Capital, LLC.
Nicole received a Bachelor of Arts in Public Relations and Advertising from DePaul University.
Nicole received a Bachelor of Arts in Public Relations and Advertising from DePaul University.
Christina Benaiges
Executive Assistant
Melanie Campbell
Executive Assistant
Cait Farry
Executive Assistant
Christina joined Pritzker Private Capital in 2019 as an Executive Assistant and supports the firm's Operations team. Prior to joining Pritzker Private Capital, Christina was an Executive Assistant for 5 years at Imerman Angels, a non-profit focused on one-on-one cancer support. Prior to Imerman Angels, Christina was a Collections Analyst at Tribune Media Services.
Christina received her B.S. in Business Administration from the Universidad Metropolitana in Caracas, Venezuela.
Christina received her B.S. in Business Administration from the Universidad Metropolitana in Caracas, Venezuela.
Melanie joined Pritzker Private Capital in 2018 as an Executive Assistant and supports the Healthcare team. Prior to joining Pritzker Private Capital, she, with her husband, co-founded and operated a gourmet fast-casual food business in New York City for over 8 years. Prior to that she spent over 7 years working in Sales for two major global fashion brands.
Melanie received her B.A. in Sociology from the University of California, Los Angeles, where she received a full merit-based Regents’ Scholarship.
Melanie received her B.A. in Sociology from the University of California, Los Angeles, where she received a full merit-based Regents’ Scholarship.
Cait joined Pritzker Private Capital in 2019 as an Executive Assistant and supports the Manufactured Products team. Prior to joining Pritzker Private Capital, Cait was a Marketing and Project Support Coordinator at William Blair where she supported Family Office & Client Service Coverage. Prior to William Blair, Cait was an Executive Assistant at Lincoln International, a middle market investment bank.
Cait received her B.A. in Business & Leadership from the University of Puget Sound where she was a member of the NCAA D3 Swim Team.
Cait received her B.A. in Business & Leadership from the University of Puget Sound where she was a member of the NCAA D3 Swim Team.
Katlyn joined Pritzker Private Capital as an Office Administrator in 2019 where she assists in overall coordination, special projects and administrative activities for the office. Katlyn also provides support for the executive assistants. Prior to Pritzker Private Capital, Katlyn worked as an Events Manager.
Katlyn received her B.A. in Public Relations from Columbia College Chicago.
Katlyn received her B.A. in Public Relations from Columbia College Chicago.
Pritzker Advisory Board
Matt Cook is the former CEO of LBP Manufacturing, a Pritzker Private Capital company. Under his leadership over 20 years, the company expanded manufacturing products and services around the globe. LBP services a broad range of clients with fiber-based and sustainable foodservice packaging. Companies such as McDonalds, Dunkin Donuts and Starbucks seek differentiation, innovation and sustainability in their packaging portfolios.
He is extremely passionate about the outdoors and conservation. He was previously Chairman of the Board of the Veterans Outdoor Fund (www.veteransoutdoorfund.org) which enables wounded veterans to start the healing process through outdoor activities. He is currently a board member of the Theodore Roosevelt Conservation Partnership (www.trcp.org).
Matt has an MBA from the University of Chicago and a Bachelor of Journalism from the University of Missouri.
Ruby Chandy was formerly President of the $1.3B Industrial Division of Pall Corporation. Earlier in her career, Ruby held general management positions at Dow Chemical, Thermo Fisher Scientific, Boston Scientific, and Millipore. She also served as Chief Marketing Officer at Dow Chemical and Thermo Fisher Scientific.
Ruby currently serves on the boards of Ametek, DuPont, and Flowserve Corporations and was previously on the board of Idex Corporation from 2006-2013. Ruby served on the board of Infiltrator Water Technologies, a portfolio company of Ontario Teachers Private Capital and on the Executive Advisory Board of Gryphon Investors, a private equity firm based in San Francisco. She is a Mentor-in-Residence for University of Pennsylvania PCI Ventures.
Ruby is currently on the Americas Executive Board of the MIT Sloan School and was previously on the board of Unicef New England. Ruby received her Bachelor’s degree in Materials Science and Engineering from MIT, a Master’s Degree in Materials Science and Engineering from Northwestern University, and a Master’s degree in Business from the MIT Sloan School
J. Phillip Holloman is the former President and Chief Operating Officer of Cintas. Phillip spent 22 years with Cintas and held many positions including Vice President of Engineering/Construction, Vice President of Distribution/Production Planning, Executive Champion of Six Sigma Initiatives, Senior Vice President of Global Supply Chain Management, Rental Division President & COO and President & COO. Phillip is a founding member of Cintas’ Diversity Committee and received the Excalibur Award, the company’s highest award reserved for business executives who demonstrate excellence during their tenure.
Phillip has served as a board member on several company, educational and civic organizational boards. He is currently serving on the board of Rockwell Automation, a public company providing industrial automation and information technology. He also sits on the board of the University of Cincinnati Board of Trustees and The Urban League of Greater Southwestern Ohio.
Phillip received his Bachelor’s degree in Engineering from the University of Cincinnati.
Alan Muney previously served as Cigna’s Chief Medical Officer and Executive Vice President of Total Health and Network. In his role as Chief Medical Officer, Alan was responsible for Cigna’s clinical strategy and policy, health advocacy programs, coverage policy, and quality measurement and improvement. As lead for Total Health and Network, Alan was responsible for the market medical and clinical nurse executives, total health physician operations, total health clinical operations, dental clinical operations, as well as medical, behavioral and dental contracting. Alan also oversaw Cigna’s team of doctors, dentists, nurses and behavioral health clinicians involved in the company’s health management and wellness programs.
Before joining Cigna, Alan was an Executive Director in the Private Equity Group at The Blackstone Group, and the CEO of Equity Healthcare, which he founded to manage the healthcare costs of Blackstone’s portfolio companies. While at Blackstone, he also served on the Board of Directors of Vanguard Health System and Team Health. Prior to Blackstone, Alan was the executive vice president and chief medical officer of Oxford Health Plans and chief medical officer of United Healthcare of the Northeast region from 1998-2007. Prior to that, he was senior vice president and chief medical officer for Avanti Health systems, a division of NYLCare health plans. He was also regional medical director for Mullikin Medical Centers, a large multi-specialty medical group in California. He is also a frequent lecturer on issues in managed health care.
Board-certified in pediatrics, Alan received his B.S. in Biology and his Doctor of Medicine degrees from Brown University, and a Master in Health Administration from the University of La Verne.
Stephen Newlin is the former Chairman and CEO of Univar Solutions, a global chemical and ingredient distributor. Previously, Steve served as Chairman, President and Chief Executive Officer of PolyOne Corporation from 2006-2014 and Executive Chairman of the Board until 2016. Prior to PolyOne, Steve was President, Industrial Sector, at Ecolab Incorporated. He also spent 24 years at Nalco Chemical Company in positions of increasing responsibility, ultimately serving as President and Director of Nalco, and then President, Chief Operating Officer, and Vice Chairman.
Steve has served as a board member or director for many public companies, associations and civic organizations. Currently, he serves on the board of Univar Solutions and Hexion. He also currently serves as Chairman of the Oshkosh Corporation, a leading innovator of mission-critical vehicles and equipment.
Steve received a Bachelor’s degree in civil/environmental engineering and an honorary doctorate of public service from the South Dakota School of Mines & Technology. He completed the Tuck Executive Program at Dartmouth College, as well as Harvard Business School's Advanced Management Program. He also served as a commissioned officer in the U.S. Public Health Service, earning an accelerated promotion.
Doug Oberhelman served as Chairman of the Board of Directors and as Chief Executive Officer of Caterpillar Inc. beginning in 2010. After a 41-year career with Caterpillar, he retired as CEO in December 2016 and as Executive Chairman in March 2017.
Doug joined the Caterpillar treasury department in 1975 and worked in or led a wide variety of businesses across the company. He was elected a Caterpillar Vice President and Chief Financial Officer in 1995; and from 2002 to 2010 was a group President with responsibility for many of Caterpillar’s core businesses. Over the course of his career at Caterpillar he lived in North America, South America and Asia, and travelled extensively throughout the world.
Doug serves on the Board of Directors of Exxon Mobil Corporation, Peter Kiewit Sons’, Inc., and Bombardier Inc. He is former Chair of both the Business Roundtable and the National Association of Manufacturers. He serves as vice president of the Wetlands America Trust, is a director on the boards of the Max McGraw Wildlife Foundation and Intersect Illinois. He is also Chairman of the Board of Trustees for the Easter Seals Foundation of Central Illinois. He previously served on the boards of Eli Lilly and Company and Ameren Corporation.
David Steiner is a member of the Board of Directors of FedEx, where he serves as Lead Director, and Vulcan Materials, where he serves as the Chairperson of the Nominating and Governance Committee. From 2004 until November 2016, David served as CEO and President of Waste Management, the largest solid waste and recycling company in North America. He also held the positions of CFO, General Counsel and Corporate Secretary, and Deputy General Counsel.
Mr. Steiner serves on a number of non-profit and educational boards, including the EJ Ourso School of Business at LSU. David graduated from the UCLA School of Law, with honors, and practiced Corporate and Securities law at Phelps Dunbar, Gibson, Dunn and Crutcher and Jones Walker. David also has a Bachelor of Science in Accounting from Louisiana State University, where he graduated cum laude.
Senior Advisors
Rob Allen, CPA, is an executive advisor to Pritzker Private Capital. Rob most recently served as President, Coram/CVS Infusion Services, a $1.4 billion Infusion Services business with 4,500 employees and operating in 42 states. Rob is a seasoned executive with 38 years of operating and financial experience focused on the healthcare services sector. Prior to Coram, Rob held leadership roles at Titan Health Corporation and American Medical Response driving operational, financial, revenue cycle and strategic growth. Rob has also consulted in the behavioral health sector and currently sits on the board of Oceans Healthcare, an operator of hospitals in the Southeast.
Barry Beyer is the founder of Pathfinder Consulting LLC, which is focused on helping companies develop sustainable and continuous improvement management systems. Before dedicating himself full-time to Pathfinder, Barry worked for 10 years at Koyo Bearings USA as a site manager. In this role, he drove improvement in labor performance, machine up time, product quality and employee satisfaction. In Koyo’s fast paced environment, he also encouraged his team to “work up a level,” which helped to permanently solve problems and drive continuous improvement on the shop floor. Barry studied and taught FMDS (Floor Management Development System) to his team at Koyo, which was utilized as the central system for daily management allowing his plant to prosper in the razor-thin margins of a high volume automotive parts supplier. Prior to his time at Koyo, Barry worked for four other Fortune 100 companies involved in technical manufacturing, alternating between engineering and production management roles.
Barry holds a Bachelor of Science in Engineering from Purdue University.
Barry holds a Bachelor of Science in Engineering from Purdue University.
As a Senior Advisor to Pritzker Private Capital, Carter Cast counsels the firm's operating companies on matters related to e-commerce, marketing and talent development. Carter is currently an Operating Partner at Pritzker Group Venture Capital and, in 2011, he joined the faculty of Northwestern University's Kellogg School of Management, where he is a Clinical Professor teaching entrepreneurship and marketing. Carter played a leadership role in launching Walmart.com, where he also served as CEO, and has launched several e-commerce start-ups in his career, including Blue Nile and Netshops.com.
Carter sits on the Boards of SMS Assist and Kellogg Company, and is a member of the advisory board of Northwestern University's Kellogg Innovation Network. Carter graduated from Stanford University and Northwestern University's Kellogg School of Management.
Carter sits on the Boards of SMS Assist and Kellogg Company, and is a member of the advisory board of Northwestern University's Kellogg Innovation Network. Carter graduated from Stanford University and Northwestern University's Kellogg School of Management.
Scott is currently the President & CEO of Culligan International, a global leader in clean water treatment. From 2007 to 2011, he was the President & CEO of GSI, a global agricultural equipment and systems company that was acquired by AGCO in 2011. Prior to GSI, Scott was CEO of Ryko Enterprises, a large vehicle wash system manufacturer. Previously, Scott held a variety of leadership roles at Danaher Corporation, a diversified manufacturing and technology company.
Scott holds a B.S. with High Honors from Brigham Young University and an M.B.A. from Harvard Business School.
Scott holds a B.S. with High Honors from Brigham Young University and an M.B.A. from Harvard Business School.
Jeff Davis brings 40 years of management experience currently serving as an advisor and board member of several industrial services companies. Mr. Davis is also a Development Partner for Stonecourt Capital focused on developing opportunities in the industrial services sector. Mr. Davis was the Interim Chairman and CEO of Furmanite, after having served as a member of the Board and Executive Chairman. Prior to joining Furmanite in 2015, Mr. Davis was the Chairman and Chief Executive Officer of The Brock Group, a leading global provider of specialty industrial services. He joined The Brock Group in 1977 and held several senior management positions prior to his promotion to President in 2007 and Chief Executive Officer in 2008. Under Mr. Davis’ leadership, The Brock Group experienced significant growth by integrating multiple acquisitions, growing market share during the economic downturn, and maintaining its focus on safety, customer services, process driven solutions, and innovations.
Mr. Davis’s industry leadership includes the following: member of the Executive Committee and Representative to the Board of American Fuel and Petrochemical Manufacturers (AFPM); board member of the National Center For Construction and Educational Research (NCCER); board member of the Industrial Contractors Council of Associated Builders and Contractors; and board member of Junior Achievement of Southeast Texas (Houston Chapter). His engagement and leadership in both business and community have been recognized by his peers through his nomination for the Ernst & Young Entrepreneur of the Year Award, where he was named a finalist in both 2013 and 2014. Mr. Davis holds a B.S. in Finance from McNeese State University.
Mr. Davis’s industry leadership includes the following: member of the Executive Committee and Representative to the Board of American Fuel and Petrochemical Manufacturers (AFPM); board member of the National Center For Construction and Educational Research (NCCER); board member of the Industrial Contractors Council of Associated Builders and Contractors; and board member of Junior Achievement of Southeast Texas (Houston Chapter). His engagement and leadership in both business and community have been recognized by his peers through his nomination for the Ernst & Young Entrepreneur of the Year Award, where he was named a finalist in both 2013 and 2014. Mr. Davis holds a B.S. in Finance from McNeese State University.
Keith retired after a 41-year career at The Procter and Gamble Company. Most recently, Keith served as the Global Product Supply Officer and was responsible for company-wide supply chain activities including manufacturing, engineering, purchasing, logistics and quality. Prior to his Global Supply Chain Officer role, Keith held positions in supply chain and business leadership in Europe, Middle East and Africa. Keith currently serves on the Board of several private companies including Midmark Corporation, Hayco Manufacturing and Enerfab.
Keith holds a B.S. in Mechanical Engineering from Duke University.
Keith holds a B.S. in Mechanical Engineering from Duke University.
Kevin Hunt is the former CEO and President of Ralcorp Holdings. Through 30+ acquisitions and organic growth, Ralcorp became the largest private brand food company in North America, with $4.2 billion in sales. Kevin served in various senior roles at Ralcorp beginning with its creation in 1994 as a spin-off of Ralston Purina. Ralcorp was acquired by Conagra in January, 2013. Prior to Ralcorp, Kevin was Director of Strategic Planning at Ralston Purina after serving in brand marketing roles. He began his career in 1976 with American Home Products Corporation and held positions in both international and domestic marketing.
Kevin received a BA from Dartmouth College in 1974 and a Masters in International Management from Columbia University School of International Affairs in 1976.
Kevin received a BA from Dartmouth College in 1974 and a Masters in International Management from Columbia University School of International Affairs in 1976.
Stan McCarthy FCCA, served as Chief Executive of Kerry Group, a public company listed on the Dublin and London Stock Exchanges from January 2008 to end of September 2017. In May 2017 he was appointed non-Executive Director of Ryanair Holdings Plc.
Prior to his appointment as Kerry Group Chief Executive, he was President and CEO of Kerry Ingredients Americas since 1996 and an Executive Director of Kerry Group since 1999. A native of County Kerry, Stan joined Kerry’s Graduate Recruitment Programme in Ireland in 1976 and worked in Finance until his appointment as Financial Controller in the USA on establishment of Kerry’s Representative Office in Chicago in 1984. He retired as Chief Executive of Kerry Group on 30 September 2017 and as a Director of the Group at year-end.
Kerry Group achieved sustained profitable growth and development under Stan McCarthy’s leadership. The Group is a world leader in Taste and Nutrition serving the food and beverage industries and a leading consumer foods processing and marketing organisation in selected EU markets. Launched as a public company in 1986, the Kerry organisation today has a market capitalisation of approximately €16 billion, annualised sales in excess of €6 billion, 24,000 employees, 140 manufacturing facilities and a customer base which spans 150 countries.
Prior to his appointment as Kerry Group Chief Executive, he was President and CEO of Kerry Ingredients Americas since 1996 and an Executive Director of Kerry Group since 1999. A native of County Kerry, Stan joined Kerry’s Graduate Recruitment Programme in Ireland in 1976 and worked in Finance until his appointment as Financial Controller in the USA on establishment of Kerry’s Representative Office in Chicago in 1984. He retired as Chief Executive of Kerry Group on 30 September 2017 and as a Director of the Group at year-end.
Kerry Group achieved sustained profitable growth and development under Stan McCarthy’s leadership. The Group is a world leader in Taste and Nutrition serving the food and beverage industries and a leading consumer foods processing and marketing organisation in selected EU markets. Launched as a public company in 1986, the Kerry organisation today has a market capitalisation of approximately €16 billion, annualised sales in excess of €6 billion, 24,000 employees, 140 manufacturing facilities and a customer base which spans 150 countries.
Mr. McDonnell works as a senior advisor to healthcare provider organizations to collaborate on commercial insurance and government payor reimbursement strategies and risk-based arrangements. This work is particularly relevant as payors migrate from traditional fee-for-service to value-based payment methods. Currently, his clients include various physician groups and outpatient providers, many of which are sponsored by private equity firms.
Prior to these engagements, Mr. McDonnell was a co-founding partner at SavvySherpa, Inc., a healthcare innovation firm, and an executive with UnitedHealth Group, serving as the President and CEO of UnitedHealth Networks and as General Counsel of UnitedHealthcare.
Prior to these engagements, Mr. McDonnell was a co-founding partner at SavvySherpa, Inc., a healthcare innovation firm, and an executive with UnitedHealth Group, serving as the President and CEO of UnitedHealth Networks and as General Counsel of UnitedHealthcare.
Greg is currently the Chairman and CEO of STG Logistics. Previously, Greg held various senior executive roles including CEO of AIR-serv and COO of Browning Ferris Industries (BFI). Greg is also the Chairman of RailWorks and a Senior Advisor to Valicor.
Greg is a graduate of Washington and Lee University.
Greg is a graduate of Washington and Lee University.
Alan Muney previously served as Cigna’s Chief Medical Officer and Executive Vice President of Total Health and Network. In his role as Chief Medical Officer, Alan was responsible for Cigna’s clinical strategy and policy, health advocacy programs, coverage policy, and quality measurement and improvement. As lead for Total Health and Network, Alan was responsible for the market medical and clinical nurse executives, total health physician operations, total health clinical operations, dental clinical operations, as well as medical, behavioral and dental contracting. Alan also oversaw Cigna’s team of doctors, dentists, nurses and behavioral health clinicians involved in the company’s health management and wellness programs.
Before joining Cigna, Alan was an Executive Director in the Private Equity Group at The Blackstone Group, and the CEO of Equity Healthcare, which he founded to manage the healthcare costs of Blackstone’s portfolio companies. While at Blackstone, he also served on the Board of Directors of Vanguard Health System and Team Health. Prior to Blackstone, Alan was the executive vice president and chief medical officer of Oxford Health Plans and chief medical officer of United Healthcare of the Northeast region from 1998-2007. Prior to that, he was senior vice president and chief medical officer for Avanti Health systems, a division of NYLCare health plans. He was also regional medical director for Mullikin Medical Centers, a large multi-specialty medical group in California. He is also a frequent lecturer on issues in managed health care.
Board-certified in pediatrics, Alan received his B.S. in Biology and his Doctor of Medicine degrees from Brown University, and a Master in Health Administration from the University of La Verne.