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Michael O. Leavitt is the founder and Chairman of Leavitt Partners where he helps clients navigate the future as they transition to new and better models of care. In previous roles, Mr. Leavitt served in the Cabinet of President George W. Bush (as Administrator of the Environmental Protection Agency and Secretary of Health and Human Services) and as a three-time elected governor of Utah.
Mike Leavitt grew up in Cedar City, Utah, where his upbringing was rooted in the values of the American West, with its emphasis on hard work and common sense. He earned a bachelor’s degree in business while working in the insurance industry. In 1984, he became chief executive of The Leavitt Group, a family business that is now the nation’s second largest, privately held insurance brokerage.
In 1993, Mr. Leavitt was elected governor of Utah. He served three terms (1993-2003). In 2003, he joined the Cabinet of President George W. Bush, serving in two positions: first as leader of the Environmental Protection Agency (2003-2005) and then as secretary of Health and Human Services (2005-2009). At HHS, Mr. Leavitt administered a $750 billion budget — nearly 25 percent of the entire federal budget — and 67,000 employees.
He led the implementation of the Medicare Part D Prescription Drug Program. The task required the design, systematization and implementation of a plan to provide 43 million seniors with a new prescription drug benefit. By the end of the first year, enrollments exceeded projections, prices were lower than projected and seniors expressed high levels of satisfaction.
Mr. Leavitt’s strategic ability can be seen in his redesign of the nation’s system of quality and safety standards for imported goods. In the spring of 2006, President Bush assigned him to lead a government-wide response. Within months, Mr. Leavitt recommended a major strategic shift in U.S. policy on import regulation and trade.
A pattern of innovation runs throughout Leavitt’s career. When he was elected governor, Utah’s major freeway system was dangerously inadequate. Taking what some thought was a significant political and financial risk, Mr. Leavitt instigated a design-build system, creating cost and quality incentives between the state and its contractors. The project was finished in half the originally projected time and well under budget.
Mr. Leavitt is, at heart, an entrepreneur. As governor, he organized a group of his colleagues to form Western Governors University. At WGU, degrees are earned based on competency rather than credit hours. WGU now has more than 20,000 students who reside in each of the 50 states and several foreign countries. Enrollment is growing at 35 percent a year. In November 2008, TIME magazine named WGU “the best relatively cheap university you’ve never heard of.”
Collaborator is a word that comes up repeatedly when one examines Mr. Leavitt’s background. His skill led his colleague governors to elect him as chairman of the National Governors Association, the Republican Governors Association and Western Governors’ Association. His new book—Finding Allies, Building Alliances—was released in September 2013 by Jossey-Bass Publishers and chronicles his expertise and passion for collaboration.
Mr. Leavitt is a seasoned diplomat, leading U.S. delegations to more than 50 countries. He has conducted negotiations on matters related to health, the environment and trade. At the conclusion of his service, the Chinese government awarded him the China Public Health Award – the first time this award has ever been given to a foreign government official.
He and his wife Jackie have been married nearly 37 years. They have five children and eleven grandchildren. The Leavitts live in Salt Lake City, Utah.
Rich McKeown is the CEO of Leavitt Partners. He co-founded Leavitt Partners with former U.S. Health and Human Services Secretary, EPA Administrator and Governor, Michael O. Leavitt. McKeown leads a group of experienced professionals who help their clients understand and navigate value-driven health care.
In previous roles he served as Chief of Staff for Michael O. Leavitt at the U.S. Department of Health and Human Services. At HHS, he directed and coordinated the activities of the largest department in the federal government, serving as the Secretary’s day-to-day manager for a department that employed 67,000 people and had an annual budget in excess of $840 billion. From November 2003 until January 2005, Mr. McKeown served as Senior Counselor and Chief of Staff to Administrator Leavitt at the U.S. Environmental Protection Agency.
Mr. McKeown co-authored with Governor Leavitt the recently released and highly acclaimed book titled Finding Allies, Building Alliances – 8 Elements that Bring and Keep People Together.
Prior to his public service in Washington, D.C., Rich served as Chief of Staff to Gov. Mike Leavitt and as Commissioner of the Utah State Tax Commission. His background is as a private practice lawyer and educator.
Charlie Johnson is Chief Financial Officer at Leavitt Partners and works in our Salt Lake City office. He brings decades of financial and government experience to the firm and its clients.
Mr. Johnson left the U.S. Department of Health and Human Services (HHS), where he served as Acting Secretary of the Department. This followed his five years of service under the Bush Administration at HHS where he served as Assistant Secretary for Resources and Technology/Chief Financial Officer beginning in 2005. He served as Acting Secretary until June 2009 during the transition from the Bush to the Obama Administration. He previously served in an appointed position as Chief Financial Officer of the Environmental Protection Agency.
Prior to his time in the federal government, Mr. Johnson was President of Huntsman Cancer Foundation and Vice President of Huntsman LLC. He also served as a member of the Utah State Board of Regents, which oversees all public institutions of higher education in the state of Utah. He served as Chair of the Board of Regents for more than four years. Mr. Johnson was Vice Chairman of the Board for Strategic Direction with the Garff-Warner Organization and was the Chief of Staff to the Governor of the state of Utah from 1992 to 1997. Mr. Johnson also served as Director of the 2000 re-election campaign for Governor Michael O. Leavitt.
Mr. Johnson graduated with honors from Brigham Young University with a bachelor’s degree in accounting. He spent 31 years in the practice of public accounting, including service on the Board of Directors of KPMG and as Chairman of its Merger Transition Committee.
Andrew Croshaw is President of Leavitt Partners Consulting where he oversees the delivery of consulting services to clients and works in our Salt Lake City office. In this role, Mr. Croshaw also advises clients as they enter new markets, enhance the value of their products, and navigate dynamic regulatory and reimbursement systems.
Previously, Mr. Croshaw served jointly as a senior executive advisor to Secretary Michael O. Leavitt at the U.S. Department of Health and Human Services and as project leader for the Value-Driven Healthcare Initiative. In these roles Mr. Croshaw managed the overall implementation of the initiative, which aimed to improve the connectivity of America’s health information systems, encourage the measurement and availability of quality and price information, and enhance incentives for all health care stakeholders to seek high-quality, competitively priced health care. Prior to serving in the federal government, Mr. Croshaw worked at Novartis Pharmaceuticals Corporation where he focused on the Medicare and Medicaid business segments and held multiple leadership positions in payer marketing at Eli Lilly and Company.
Mr. Croshaw earned a master’s degree in business administration from Harvard University, where he pursued interests in healthcare innovation and leadership.
Brett Graham is President of Leavitt Partners Development and works in our Salt Lake City office where he is responsible for forging new relationships and developing the firm’s key external alliances.
Prior to joining Leavitt Partners, Mr. Graham led the operations and played a key role in the sale of a regional administrator of self-funded benefit plans to Meritain Health.
Following the transaction, he led the post-merger integration and was a member of Meritain’s strategy team. Before his time at Meritain Health, he worked as a Vice President at UnitedHealth Group within the Ingenix business unit. Mr. Graham joined the business development and strategic planning team and was responsible for conducting analysis on acquisitions and strategic partnerships during a period of hyper-growth. Mr. Graham moved to operations and was the business leader for Ingenix’s pricing databases where he was responsible for working with large payers to aggregate and analyze claims data. In a previous role, Mr. Graham served as a management consultant with the Boston Consulting Group where he worked with senior business leaders to develop growth strategies for Fortune 100 clients.
Mr. Graham holds a master’s degree in business administration from the Harvard Business School and a master’s of public administration and a bachelor’s in accounting from the University of Utah.
Susan Winckler is the Managing Partner of the Leavitt Partners Washington, DC office and leads the daily operations and client relationships of the office. A pharmacist and attorney by training, Ms. Winckler is the former Chief of the Staff for the US Food and Drug Administration (FDA) within the Department of Health and Human Services (HHS) and former President and CEO of the Food and Drug Law Institute, a non-profit organization based in Washington, DC, which provides a marketplace for discussing food and drug law issues through conferences, publications and member interaction.
At FDA, Ms. Winckler provided integrated policy analysis and strategic consultation to the Commissioner and senior FDA officials on significant agency issues and programs, serving as the agency’s principal liaison with HHS. Ms. Winckler led the operations of the Office of Legislation (until April 2009), the Office of External Relations, Office of Public Affairs, and Office of the Executive Secretariat. She joined the FDA in September 2006 as the Director, Policy Communications, in the Office of Policy and Planning within the Office of the Commissioner, where she served as a point person for constituent communications and policy development on key issues. Immediately prior to joining the FDA, Ms. Winckler served as the Vice President for Policy and Communications and Staff Counsel for the American Pharmacists Association (APhA), the national professional society of pharmacists, serving as the senior lobbyist for the Association on Capitol Hill. Previous positions with the Association include Group Director of Policy and Advocacy, Director of Policy and Legislation, Director of Practice Affairs, and Manager of Special Projects.
Ms. Winckler is a graduate of the University of Iowa College of Pharmacy and the Georgetown University Law Center, magna cum laude. She has been recognized as a Fellow of the American Pharmacists Association, a recipient of the William A. Zellmer Lecture Award from the American Society of Health-System Pharmacists, a Distinguished Alumna of the University of Iowa College of Pharmacy, a Distinguished Young Alumna by the University of Iowa Foundation, a Woman of Distinction by Alpha Xi Delta Fraternity, and elected as a Distinguished Fellow in Public Policy to the National Academies of Practice, Pharmacy Academy.
Vince Ventimiglia is President of Leavitt Partners Collaborative Advocates. In this role, Mr. Ventimiglia leads complex, multi-disciplinary collaborations among diverse health care organizations seeking to implement significant health care policy initiatives. He also facilitates relationships with congressional and executive branch offices and provides in-depth analysis of federal government action.
Mr. Ventimiglia brings with him more than two decades of congressional and health policy experience. He most recently served as Counsel with Faegre Baker Daniels and a Principal in FaegreBD Consulting where he focused on health policy issues from legislative, regulatory, reimbursement and budgetary perspectives. During that time, he also served as a Leavitt Partners Senior Advisor and member of the FuturePanelTM.
In previous roles, Mr. Ventimiglia was the Assistant Secretary for Legislation at the U.S. Department of Health and Human Services (HHS). In this capacity he served as the Department’s liaison to Congress and as the Secretary’s chief advisor on all legislative matters affecting the Department. Prior to his time at HHS, Mr. Ventimiglia served on the Senate Health Education Labor and Pensions (HELP) Committee as Health Policy Director of the Chairman´s Health Policy Team. In 2005, he moved with Chairman Gregg to serve as Policy Director for the Senate Budget Committee, where he also worked on entitlement programs, including Medicare, Medicaid, Social Security, and welfare.
From 1998 to 2001, Mr. Ventimiglia served as Director of the Government Affairs Office for Medtronic, Inc., the world´s leading medical technology company. Before joining Medtronic, Mr. Ventimiglia held a variety of health policy positions on Capitol Hill, serving as Counsel to the United States Senate Labor and Human Resources Committee for Senator Dan Coats of Indiana. He previously worked with the committee on health issues from 1985 to 1988.
Mr. Ventimiglia is based in the Leavitt Partners’ Washington, DC office. He graduated magna cum laude from Yale University and holds a juris doctorate from the Georgetown University Law Center.
Robin Arnold-Williams is a Partner at Leavitt Partners Salt Lake City office and Western Region and directs Leavitt Partners’ Medicaid practice. With knowledge gained over a 30-year career in public service, Ms. Arnold-Williams can help clients navigate complex regulatory issues and refine their business practices to maximize value.
Ms. Arnold-Williams has over a decade of experience leading large state-level health and human service agencies. In her most recent role, Ms. Arnold-Williams served, for the second time, as Secretary of the Washington State Department of Social and Health Services (2011-2013). She also held this post from 2005 to 2008. She was responsible for the administration of Medicaid, aging and disability services, mental health, finance, technology, and regulatory functions.
Ms. Arnold-Williams has also served as Executive Policy Director for Gov. Chris Gregoire in the State of Washington. In this role she led the governor’s government reform initiatives resulting in reducing the size of state government, enhancing customer service and streamlining service delivery. She also led efforts to position the state to implement national health reform, including creating a health care cabinet and consolidating state health care purchasing. Ms. Arnold-Williams also served in Gov. Mike Leavitt’s Cabinet as Director of the Utah State Department of Human Services from 1997 through 2004. Ms. Arnold-Williams holds master’s and doctoral degrees in social work and a graduate certificate in gerontology from the University of Utah.
David Smith is a Partner and Director of Payer Services with Leavitt Partners, leading the firm’s operations and client activities in Chicago, IL. His work with clients is focused on health insurance market reforms, disruptive distribution channels through the emergence of public and private exchanges and the diffusion of risk through payment and delivery system reforms that aspire to create value in the health system.
Prior to joining Leavitt Partners, David worked in the consumer electronics industry where he was charged with sales development responsibilities. This worked allowed him to study consumer-engagement strategies and implement processes that connect high consumer acumen with results.
David has a Graduate Degree in Statistics from the University of Utah and a Bachelor’s Degree in Business Management from Utah Valley University. He has taught as an adjunct professor of economics and recently concluded a gubernatorial appointment on Utah’s Board of Regents. He resides in Chicago with his wife and daughter.
Taylor Leavitt is President of Leavitt Equity Partners, an affiliated value-add private equity fund that seeks to invest capital into growth and lower mid-market opportunities that align with the firm’s core beliefs about the future of health care. Mr. Leavitt also leads the Leavitt Partners Equity Practice which directs the management of the firm’s portfolio holdings, due diligence processes, and relationships with other private equity funds and financial institutions. Mr. Leavitt is based in Salt Lake City.
Mr. Leavitt has led the firm’s equity and investment activities since inception which includes equity positions in about a dozen companies (HealthEquity, Independent Living Systems, Health Integrated, Cogent Healthcare, RSA Medical, Curza Global, ReposiTrak and others). In 2014, Mr. Leavitt led the effort of launching Leavitt Equity Partners and successfully raised its first fund.
Prior to joining Leavitt Partners, Mr. Leavitt worked for ZARS Pharma, a venture capital-funded pharmaceutical company, engaged in corporate licensing and business development operations. While at ZARS, Mr. Leavitt identified, negotiated and executed strategic corporate transactions on a global basis, including merger and acquisitions, national and international product licenses, IP and technology licenses and R&D alliances. Prior to ZARS Pharma, Mr. Leavitt was a founding employee for the Park City Center for Public Policy. In other capacities, Mr. Leavitt has worked with Epic Venture Capital, SAIC, and Keystone Global Investment LLC.
Mr. Leavitt received a master’s degree in business administration from the UCLA Anderson School of Business with an emphasis in private equity and entrepreneurship. He graduated magna cum laude from Utah State University studying finance, economics and international business.
Mr. Leavitt enjoys spending free time with his wife and four girls, and serving as commissioner for the Utah Athletic Commission.
Lauren Driscoll is a Partner at Leavitt Partners. Ms. Driscoll brings significant public health and applied health policy expertise to the Leavitt Partners team.
Previously, Ms. Driscoll advised the CEO and served as Corporate Director of Oxford Health Plans. She led Oxford’s Medicare Advantage plan over a period of time when membership grew from 80,000 to 150,000 insured. She oversaw the management of the Medicare product group, interfacing with marketing, operations and medical management, and was responsible for regulatory compliance. Prior to Oxford, Ms. Driscoll served at Beth Israel Hospital as the administrator for its cardiology unit. She also served in the White House on the policy staff for the Task Force on National Health Reform, as proposed by the administration of President Bill Clinton. She supported the “Long Term Care” and “Transition to the New System” working groups.
She received her bachelor’s degree from the University of Virginia and her master’s in public health from Mailman School of Public Health, Columbia University.
Ralph Hall is a Partner at Leavitt Partners Collaborative Advocates and works in association with the Washington, D.C., office of LP. In this role, Mr. Hall provides consulting services to clients in the areas of FDA statutes and regulations, regulatory compliance, as well as health care policy and legislation, and particularly the application of those regulatory systems to the medical device industry.
Mr. Hall’s rich background with drug and medical device regulation and corporate compliance matters makes him one of the nation’s foremost experts. Mr. Hall retains an affiliation with Faegre Baker Daniels where he provides legal services, including FDA related matters, corporate compliance, the design and implementation of multiple cross-disciplinary, corporate legal strategies, corporate law department organization and management, and general corporate counseling. Mr. Hall has served in a succession of high-level positions with Guidant Corporation and Eli Lilly and Company.
Mr. Hall furthermore serves as a Professor of Practice at the University of Minnesota Law School. He received his B.A. from Indiana University and his J.D. from the University of Michigan where he was a Weymouth Kirkland Scholar.
Sydney Barfuss is an Associate at Leavitt Partners. She works in the Chicago office assisting clients and internal staff with planning, scheduling and information management.
Ms. Barfuss recently completed a series of internships as a personal assistant for two prominent Utah state senators: Sen. Dan Liljenquist and Sen. Steve Urquhart. As the primary point of contact for all communications with the senators, she was exposed to current public policy issues while she coordinated scheduling, assisted with computer entry and responded to phone inquiries on behalf of the senators.
Ms. Barfuss is a recent graduate of Brigham Young University (BYU), where she studied political science and music. While at BYU, she served as the program director of the BYU Honors Program. Her influential role helped build a lecture series for the student association that continues to this day.
Ms. Bennion is an LP Speakers Coordinator in the Salt Lake City office. She assists with speaking invitations and contracts while communicating event information to internal departments and speakers. She helps to determine event objectives then find the right individual to fulfill client objectives. She oversees event information between client and speaker to ensure a successful outcome. In addition to her LP Speakers responsibilities she shares her time as part of the marketing team and other LP projects.
Ms. Bennion graduated from Brigham Young University, where she studied communications.
Austin Bordelon is a Manager in our Salt Lake City office, where he conducts research and provides strategic advisement to a variety of insurance exchange clients.
Mr. Bordelon has sub-specialty training in a variety of settings, with prior work experience in hospital operations, clinical research, and managed care. He has developed competencies in strategic planning, operational implementation and managing health care change. Working as a Financial Specialist at UF Shands Academic Medical Center, Mr. Bordelon was responsible for promoting a patient-centric care environment while exercising an in-depth knowledge of various payment plans. Prior to joining Leavitt Partners, Mr. Bordelon was engaged in an administrative internship with Health First, Inc., an integrated care organization in Florida, and was involved in the policy analysis of a Medicaid managed care bill and creating the project charter for a new Prescription Drug Plan (PDP) policy.
Mr. Bordelon received his master’s degree in healthcare administration and a bachelor’s degree in health sciences from University of Florida.
Jessica Casebolt is an information manager and administrative assistant at Leavitt Partners. She works in the Salt Lake City office assisting clients and internal staff with planning, scheduling and information management. With a background in office coordination, Ms. Casebolt brings both professionalism and organization to Leavitt Partners.
Ms. Casebolt graduated from Brigham Young University, where she studied public health.
Jordana Choucair is the Senior Director of Communications at Leavitt Partners and works in our Salt Lake City office. In this role, Ms. Choucair oversees firm-wide initiatives, new product development, and client project coordination. Ms. Choucair also directs corporate communication and serves as the primary contact/liaison on media requests.
Before joining Leavitt Partners, Ms. Choucair served as staff assistant for the Secretary at the U.S. Department of Health and Human Services (HHS). In this role, she advised and guided officials reporting to the Secretary in the development of briefing materials. She also developed internal communication strategies to facilitate the briefing process and managed the Secretary’s daily schedule. Ms. Choucair also served as an analyst in the Office of Budget at HHS, where she prepared and tracked congressional action on all Office of the Secretary Staff Division submissions for the President’s Budget. She later served as the lead program analyst for Division B Medicaid Provisions, Health Information Technology for Economic and Clinical Health (HITECH) Act, and Administration on Aging Nutrition Programs. Prior to her government service, Ms. Choucair was an analyst at the National Business Group on Health.
Ms. Choucair received her master’s in public health with an emphasis in management and policy from the University of Arizona and a bachelor’s degree in community health from Brigham Young University.
Amber Cissna is an information manager and administrative assistant at Leavitt Equity Partners. She works in the Salt Lake City office assisting clients and internal staff with planning, scheduling and information management. With a background in office coordination and accounting, Ms. Cissna brings both professionalism and organization to Leavitt Equity Partners.
Ms. Cissna graduated from Utah Valley University, where she studied Community Health.
Andrew Clark is Founding Principal of Leavitt Equity Partners and works in our Salt Lake City office. Mr. Clark is also Senior Director of the Equity Practice at Leavitt Partners, a position he has held since 2010 where he has spent his time working with private equity and other financial clients on due diligence, deal sourcing, and deal research in health care and related markets.
Additionally, Mr. Clark has been instrumental in establishing and managing a portfolio of close to a dozen strategic partnerships in health care where Leavitt Partners has an equity position (including Health Equity, Independent Living Systems, Health Integrated, Curza Global, ReposiTrak, ProLung, and others). In 2014 he co-led the effort to establish Leavitt Equity Partners and successfully raise its first fund.
Prior to joining Leavitt Partners, Mr. Clark was a consultant for Investor Group Services, LLC in Boston, Massachusetts, a former subsidiary of Ernst & Young in the Transaction Advisory Services group. There he provided M&A, transaction advisory, and due diligence services for a variety of investors, including corporate M&A teams, private equity funds, and their portfolio companies. Before his time at Investor Group Services, Mr. Clark was a financial analyst at Zions Bancorporation, working directly under CEO Harris Simmons. In this role he provided analytical support to several areas of the bank, including corporate finance, human resources, consumer banking, and real estate.
Mr. Clark earned his MBA from the Harvard Business School, and a bachelor’s degree in economics from Harvard College, where he was a member of the winning 2001 Ivy League Championship football team.
Mr. Clark is married to Rebekah Ryan Clark, and they have 4 children, including a set of twins. In his free time he enjoys Boston sports teams, playing and listening to music, hiking, kayaking, and travelling with his wife and kids.
Kate de Lisle is an Analyst in our Salt Lake City office. As an analyst, Kate contributes intelligence on the accountable care movement through primary and secondary research, nationally tracking and monitoring ACOs and the transition to value-based care more broadly. Kate is a valued contributor to various client projects, products and publications.
Having worked in the health care industry both clinically and administratively, in a hospital and a clinic setting, Kate has a unique and valuable perspective to add to the research team. Before joining Leavitt Partners, she studied public health at Brigham Young University and eventually plans on pursuing PA school.
Michael Deily serves as a Senior Advisor at Leavitt Partners and works in our Salt Lake City office. Mr. Deily has over 30 years of experience in state assistance programs.
Prior to joining Leavitt Partners, Mr. Deily was a health care consultant working with the Utah Department of Health. He was engaged on a variety of special projects, including the redesign of the Medicaid Management Information System, various projects relating to seniors and people with disabilities, and a state/local government initiative to redesign Utah’s approach to delivering public mental health services.
Mr. Deily was the Director of the Division of Health Care Financing, Utah’s State Medicaid Agency, from April 1995 to December 2005. In that capacity, Mr. Deily was responsible for administering most aspects of the State’s Medicaid program, including budget, eligibility policy and operations, coverage and reimbursement policies, managed care programs, and information systems. In the last two years of his tenure, he was also charged with administrating the Utah’s Children’s Health Insurance Program and the Primary Care Network 1115 Waiver.
Mr. Deily was a member of the National Association of State Medicaid Directors’ (NASMD) Executive Committee from 1997 until December 2005. He holds a bachelor’s degree in philosophy from the University of New Orleans.
Mallory Ekstrom is a Senior Analyst in our Salt Lake City office. In this role, Ms. Ekstrom performs a variety of data management related tasks and participates in the firm’s study of geographic variation in health care markets.
Ms. Ekstrom has a rich background in academic data research. She has received a master’s degree in public policy and a bachelor’s degree in political science from Brigham Young University.
Heidi Furness works in our Salt Lake City office and serves as Executive Assistant to Chairman Michael O. Leavitt as well as supporting Leavitt Equity Partners with investor relations.
Ms. Furness started her career as an assistant camp director in Hawaii where she helped YMCA Camp Erdman achieve its best fiscal years in its history. She also facilitated leadership training for corporations and nonprofits.
While serving as human resources manager at a retail company in Jackson, Wyoming, she reduced payroll by 25 percent in her first six months and was consequently promoted to lead business operations.
Ms. Furness earned a master’s of public administration at Brigham Young University. At BYU, she created a program evaluation for Special Olympics currently executed in twelve countries. She is also a Presidential Management Fellowship (PMF) Finalist.
Paul Gardner is a project manager at Leavitt Partners. As a project manager, Mr. Gardner oversees the design and execution of the Leavitt Partners Accountable Care Collaborative and all ACO target segment analysis projects. As a senior analyst, Mr. Gardner is also involved in primary and secondary research efforts focused on the accountable care movement and other innovative payment and delivery models.
Prior to joining Leavitt Partners, Mr. Gardner worked in a variety of diverse health care settings. At the Huntsman Cancer Hospital in Salt Lake City, Utah, Mr. Gardner developed reporting tools and processes to effectively measure patient satisfaction, provider performance, and resource allocation. He also evaluated and restructured the quality improvement process to enhance cross-functional collaboration. As a project manager for the HIT vendor Epic, Mr. Gardner managed the implementation process of the inpatient pharmacy application. Mr. Gardner also has experience leading multiple public health and clinical quality improvement efforts as part of a small non-profit organization.
Mr. Gardner earned both a master’s of health care administration and a master’s of business administration from the University of Utah and has a bachelor’s of public health from Brigham Young University.
Natalie Gochnour is a Senior Advisor at Leavitt Partners where she advises the firm and its clients on health care policy and corporate communications.
Ms. Gochnour is an Associate Dean at the David Eccles School of Business at the University of Utah. She offers the Leavitt Partners’ team 28 years of public policy, economics and media experience. Her specialty is the intersection of policy and communications. She is also a trained economist and has played a central role in health reform efforts at the state level.
In a previous role, Ms. Gochnour was the co-chair of the United Way of Salt Lake’s Financial Stability Council, which was the forbearer to the Utah Health Insurance Exchange. As a representative of the business community she worked with the Utah governor’s office, Legislature, insurance carriers, brokers and hospitals to lay the foundation for Utah’s innovative approach to health system reform.
Ms. Gochnour is the prior Chief Operating Officer and Executive Vice President at the Salt Lake Chamber, Utah’s largest business association. She also served as a Counselor to Secretary Mike Leavitt at the U.S. Department of Health and Human Services and Associate Administrator of Public Affairs at the U.S. Environmental Protection Agency. Ms. Gochnour also served as Gov. Mike Leavitt’s Deputy for Policy and Communications and spokesperson.
Ms. Gochnour has both an undergraduate and graduate degree in economics from the University of Utah.
Ben Gong is an Associate at Leavitt Partners and supports clients in a wide range of initiatives in health care policy, strategy, and data analysis. Specifically, Ben has helped clients address challenges related to private exchanges, value-based payments, market-specific research, and macro-economic effects on health reform efforts.
Previously, Mr. Gong interned at MicroBenefits China, a startup microfinance company based out of SuZhou, China. In this role, Mr. Gong provided financial modeling and analysis on the two major revenue streams. He worked in a full-immersion Chinese environment and has experience navigating China’s political landscape.
Mr. Gong is a recent graduate of Brigham Young University (BYU) where he studied economics and business strategy. While at BYU, Mr. Gong was heavily involved in the Social Innovation Leadership Council, and spoke at TEDxBYU his senior year on poverty alleviation.
Matt Graham is a Director at Leavitt Partners and works in our Salt Lake City office. He has a background in tracking and evaluating the evolving capabilities and business models of exchange technology vendors and the platforms they support. Mr. Graham has over a decade of project and client management experience, in both the public and private sectors. Mr. Graham has led primary research efforts exploring and writing about various health insurance topics, including: payer and broker employer engagement strategies in an ACA context; payer sales cycles and compliance documentation processes; and health plan, employer, and broker sentiment regarding health insurance exchange adoption. Mr. Graham is frequently asked to speak on how public and private exchanges are fundamentally altering how health insurance is being purchased and sold.
Prior to joining Leavitt Partners, Mr. Graham served as Vice President of Business Development for Gaiacor Management, a privately held international agricultural management company. In this capacity, he identified, developed and presented new business opportunities to management, investors and foreign government officials. Before Gaiacor Management, he was Chief Financial Officer for Sweetwater International, and was responsible for oversight of all financial aspects of the establishment and operation of a $34 million farming operation overseas. Prior to Sweetwater, Graham served as a Regional Manager for the Microfinance Information eXchange (MIX), the global clearinghouse for microfinance data, analytics and performance information.
Mr. Graham holds a master’s degree in international relations from Johns Hopkins School of Advanced International Studies, and a bachelor’s in Spanish from the University of Utah.
Scott Hammer is a Senior Associate in our Salt Lake City office where he works with the Leavitt Partners’ consulting team to analyze health care trends, collect and synthesize health care data, and develop client intelligence. Mr. Hammer oversees many of the firm’s client relationships, managing projects and producing client deliverables.
Prior to joining Leavitt Partners, Mr. Hammer served as a volunteer administrative intern for Shriners Hospital for Children in Salt Lake City, Utah. He provided research and analysis for specialized projects geared toward hospital efficiency, employee productivity, and financial savings.
Mr. Hammer also worked as an administrative intern for Intermountain Health Care at Dixie Regional Medical Center in St. George, Utah, where he assisted and developed numerous projects in strategic planning.
Mr. Hammer earned a master’s degree from the University of Southern California (USC) in health services administration and a bachelor’s degree from the University of Utah.
Hilda Henriquez is a Finance and Operations Analyst at Leavitt Partners and works in the Salt Lake City, UT office. In this role, Ms. Henriquez supports the Vice President of Finance and Operations by managing multiple different areas ranging from accounts payable and receivable to higher level financial functions and internal operations.
Prior to joining Leavitt Partners, Ms. Henriquez worked as an Assistant Project Manager for Checchi Consulting/USAID in El Salvador where she coordinated closely with high government officials and other key stakeholders to assess, project, and organize project outlay and timelines. This position also required Ms. Henriquez to collaborate with various consultants in the reengineering of organizational structures and processes within local government institutions, perform financial related duties, and analyze KPIs and other qualitative data in order to measure project success.
Ms. Henriquez received her MBA from IE Business School (Madrid, Spain) and a bachelor’s degree in Psychology from Westminster College.
Douglas Hervey is a Director at Leavitt Partners and works in our Salt Lake City office. As Director, Mr. Hervey conducts leading-edge intelligence on the accountable care movement related to the Market Analytics, ACO Readiness, and Vendor Mapping product lines and services. Mr. Hervey regularly assists clients with customer and market analysis, value proposition refinement, and market positioning strategies. Mr. Hervey also serves as the firm’s liaison to Leavitt Equity Partners, whom he assists in due diligence efforts.
Mr. Hervey began his career practicing law in Washington, D.C., defending a number of large medical device, pharma, and hospital organizations. During 2010 and 2011 he worked for innovation expert Harvard Business School Professor Clayton Christensen on ACO expansion and collaborated with a number of health care and technology startups. He has also worked as a Director at The Beacon Group where he specialized in market entry strategy, competitive analysis, and the commercialization of new technologies. Mr. Hervey has assisted a number of leading Fortune 500 medical device and pharmaceutical companies.
Mr. Hervey earned his bachelor’s degree in international relations at Brigham Young University, after which he earned his Juris Doctorate from the University of Pittsburgh. Mr. Hervey also holds an MBA from Brigham Young University, where he was a Hawes Scholar. He has blogged for the Harvard Business Review and has been featured in HBR’s magazine. He speaks fluent Portuguese, is business-proficient in Spanish, and is conversational in Mandarin Chinese.
Lydia Hillstead is a Legal Specialist at Leavitt Partners. She works in the Salt Lake City office assisting clients and internal staff with planning, scheduling and information management.
With a background in office coordination, Ms. Hillstead brings both professionalism and organization to Leavitt Partners.
Ms. Hillstead graduated from Brigham Young University, where she studied communication disorders.
Katherine Hoehn is Manager of Client Services with Leavitt Partners Collaborative Advocates. In this role, Ms. Hoehn supports ongoing client initiatives to ensure quality and satisfaction for a number of Leavitt Partners’ clients. She is based in LP’s Washington, D.C., office.
Ms. Hoehn’s client services background derives from years of governmental relations experience. Most recently, Ms. Hoehn worked for Faegre Baker Daniels, a national advisory and advocacy firm. Before then, she served as Director of Government Affairs at Corporation for National and Community Service (CNCS) where she managed authorization and appropriations legislation.
Ms. Hoehn graduated from the University of Central Florida, where she studied psychology.
Matthew Inama is an Analyst in our Salt Lake City office. As an Analyst, Mr. Inama assists in conducting research on the accountable care movement, value-based payment models, and other health reform-related topics. He also focuses on assisting clients with market analysis, strategic modeling, and value proposition refinement.
Prior to joining Leavitt Partners, Mr. Inama served as a Finance Manager in the Pharmacy Department at The Ohio State University Wexner Medical Center. In this role, he provided financial analysis and contract management for the medical center’s inpatient and outpatient pharmaceuticals. Additionally, Mr. Inama has held administrative roles in areas such as academic research, emergency medicine, revenue cycle management, and process improvement.
Mr. Inama received a Master of Health Administration from The Ohio State University and a Bachelor of Science in Health Care Administration from Brigham Young University – Idaho. He plans to pursue a career as a physician and will attend medical school in the near future.
Connor Johnson is an Associate at Leavitt Partners and is based in Salt Lake City. In this role, Mr. Johnson assists in the development and organization of leading-edge intelligence on health insurance markets and corresponding reform provisions.
Mr. Johnson’s advanced background in data analytics and information technologies empowers decisive trend analysis regarding market and government actions.
Mr. Johnson is currently studying information systems at the University of Utah.
Scott Jones is Director of Business Development at Leavitt Partners and is based in Salt Lake City. In this role, Mr. Jones supports potential growth opportunities and monitors the implementation of these opportunities at Leavitt Partners.
Prior to joining Leavitt Partners, Mr. Jones was a Research and Design Analyst at the Mayo Clinic Center for Innovation – a highly regarded medical practice and health care delivery innovation group. In this role, Mr. Jones applied design thinking to innovate and develop products and services for Mayo Clinic, with the prime focus of improving the patient experience. Prior to his work at Mayo Clinic, Mr. Jones worked in business development in the pharmaceutical wholesale distribution industry where he successfully built hundreds of client relationships as a vendor to hospitals and pharmacies across the United States.
Mr. Jones earned a master of healthcare administration (MHA) degree from the University of Minnesota and a bachelor of business administration (BBA) degree from the University of Utah.
Alex Knight is an Associate at Leavitt Partners and works in our Salt Lake City office. In this role, Mr. Knight assists in the development and organization of leading-edge intelligence on health insurance markets and corresponding reform provisions.
Mr. Knight’s advanced background in data analytics and information technologies empowers decisive trend analysis regarding market and government actions.
Mr. Knight is currently studying computer science at the University of Utah.
Erik Krisle is a Manager at Leavitt Partners and is based in Salt Lake City. In this role, Mr. Krisle performs a variety of data management-related tasks and participates in the firms’ study of geographic variation in health care markets.
Mr. Krisle has established himself as an expert in data and survey analysis. Prior to joining Leavitt Partners, Mr. Krisle founded and operated a boutique data analytics consulting firm specializing in survey research and sophisticated statistical and economic modeling for private and public sector clients. There he organized a team of experienced analysts and academics to consult on a variety of data collection and interpretation projects including a state-based economic impact model and evaluation tool for health care reform initiatives.
Mr. Krisle received his master’s degree in public policy and bachelor’s degree in political science from Brigham Young University.
Chase Leavitt is the Revenue Manager at Leavitt Partners. In this role, Mr. Leavitt identifies revenue growth opportunities and examines overall performance. Additionally, Chase helps reduce and control operational costs for the firm.
Mr. Leavitt completed his bachelor’s degree in finance at Southern Utah University, and has received his master’s in business administration with an emphasis in health care management from Western Governors University.
Laura Lewandowski is a Senior Associate at Leavitt Partners supporting clients with health care strategy, market research and data analysis. She is located in the Leavitt Partners’ Chicago office. Ms. Lewandowski began her career in health care sub-specializing in project management and quality improvement at the American College of Surgeons (ACS) and later, the American Academy of Pediatrics (AAP).
At both associations, she worked directly with senior leadership teams to execute strategic initiatives around patient-centered outcomes and safety. She also supported the expansion and development of new business models at both organizations.
Prior to Leavitt Partners, Ms. Lewandowski worked for the BlueCross BlueShield Association in Chicago, where she provided strategy support and consulting to Blue Plans across a myriad of subjects including care delivery innovation, specialty pharmacy, CMS quality-rating programs and government lines of business.
Ms. Lewandowski also serves as the Institute of Healthcare Improvement’s Chapter President for Northwestern University, where she is pursuing her graduate degree in public policy and administration with an emphasis in healthcare economics.
Kristina Lunner is a Senior Director at Leavitt Partners and specializes in medical products and services and is based in Washington, D.C. She has over 20 years of experience at the state and federal level in government relations and coalition work, including leading the Health Care Reform Pharmacy Stakeholders.
Ms. Lunner’s health policy expertise includes pharmacy policy (e.g. the Medicare Part D prescription drug benefit, counterfeit drugs, and medication therapy management), and health care reform. Ms. Lunner has served as Vice President of Government Affairs for the American Pharmacists Association, Director of State Legislative and Regulatory Affairs for the American Society of Health-System Pharmacists, Director of Public Affairs for the Maine Medical Association, and Executive Director of the Maine Chapter of the American College of Emergency Physicians.
Ms. Lunner holds a bachelor’s degree in English from the University of Maine.
Eric Marshall is a Senior Director with Leavitt Partners Collaborative Advocates and works in our Washington, D.C., office. As Senior Director, Mr. Marshall advises complex health care coalitions on health policy and provides consulting services to drug and device companies. Mr. Marshall is an industry specialist in the areas of supply chain security, drug and device regulation, and health care compliance.
Prior to joining Leavitt Partners, Mr. Marshall was an associate with the law firm Faegre Baker Daniels, counseling health care and life science clients on regulatory, compliance, and transactional matters. Mr. Marshall also has experience as counsel to self-funded Taft-Hartley health and welfare funds, particularly with regard to requirements of the Affordable Care Act.
Mr. Marshall earned his law degree from the University of Minnesota Law School and has a bachelor’s degree in economics and finance from the University of Northern Iowa.
Anne Marie McDonald is the Director of LP Health Speakers. In this role Ms. McDonald negotiates and manages contracts and proposals for speeches among Leavitt Partners executives.
Prior to her time at Leavitt Partners, Ms. McDonald was an event planner for a downtown Salt Lake City venue. She also served as an education manager for Leavitt Group Enterprises. Earlier in her career, Ms. McDonald worked as an event specialist planning national conferences for several government agencies. Currently, Ms. McDonald serves an active role on the board of directors for her growing community.
Ms. McDonald received her bachelor’s degree from Utah State University in speech and marketing.
Staci Meacham is an Associate at Leavitt Partners and works in the Salt Lake City office. As an associate, Ms. Meacham supports Health Intelligence Partners (HIP), specifically coordinating virtual and in-person events and maximizing client experiences through member engagement, coordination and networking opportunities.
With a background in office coordination, Ms. Meacham brings both professionalism and organization to Leavitt Partners.
Ms. Meacham graduated from Utah State University, where she studied communication.
Julia Mecham is an information manager and admin coordinator at Leavitt Partners. She works in the Salt Lake City office assisting clients and internal staff with planning, scheduling and information management.
With a background in office coordination, Ms. Mecham brings both professionalism and organization to Leavitt Partners.
Ms. Mecham graduated from Utah State University, where she studied music education.
Megan Mecham is an information manager and HR Specialist at Leavitt Partners. She works in the Salt Lake City office assisting clients and internal staff with planning, scheduling and information management.
With a background in office coordination, Ms. Mecham brings both professionalism and organization to Leavitt Partners.
Ms. Mecham graduated from University of Utah, where she studied sociology.
Tom Merrill is ACO Research Manager at Leavitt Partners and is based in Salt Lake City. He serves as the lead primary researcher on the firm’s team dedicated to understanding all trends and developments relative to the accountable care movement. His responsibilities include managing research relationships with ACO leadership from across the U.S. and combining the qualitative insights from frontline leaders with market and state level analysis to better understand the evolution of health care in the U.S.
Mr. Merrill has co-authored and contributed to numerous pieces that have come to serve as the industry standard for understanding the magnitude and growth of the ACO model in both government and commercial sectors. He also presents frequently on the origins and concepts behind the accountable care model and its current and potential effect on the broader health care landscape.
His background is in U.S. health policy with an emphasis on payment and delivery reform. He received a bachelor’s degree in political science from Utah Valley University.
David Merritt serves as Senior Advisor at Leavitt Partners. He is a nationally recognized expert in health policy and a sought-after speaker, author and policy advisor. Mr. Merritt has served as health policy advisor to the presidential campaigns of Speaker Newt Gingrich, Senator Fred Thompson, and Senator John McCain. He is also the former CEO of the Center for Health Transformation and the Gingrich Group, a health care policy collaborative founded by Newt Gingrich. Mr. Merritt has also worked with America’s Health Insurance Plans, where he led their policy education initiatives.
Mr. Merritt has a distinguished background in health information technology. He edited the book Paper Kills 2.0, the 2010 sequel to Paper Kills, an award-winning book about the promises and challenges of implementing health information technology. He also served on former Virginia Governor Tim Kaine’s Health Information Technology Council as well as the quality workgroup of his Health Reform Commission. He has served on numerous advisory boards, including the board of commissioners of the Certification Commission for Health Information Technology.
David Muhlestein is Senior Director of Research and Development at Leavitt Partners. He directs the study of accountable care organizations through the LP Center for Accountable Care Intelligence and leads the firm’s quantitative evaluation of health care markets. He is an expert in using policy analysis, predictive modeling and applied analytics to understand the evolving health care landscape and his insights have been quoted by publications such as The Wall Street Journal, The Seattle Times and Modern Healthcare.
Dr. Muhlestein earned his doctorate in health services management and policy, JD, MHA and MS from The Ohio State University and a BA from Brigham Young University.
Bo Nemelka is a Director at Leavitt Partners supporting provider and payer clients with health care strategy, market research, and data analysis. He is located in the Leavitt Partners’ Chicago office.
Mr. Nemelka began his career in health care administration at Intermountain Healthcare and later at the University of Utah Hospitals & Clinics. At both health systems, he worked directly with senior management executing administrative initiatives. Particularly at Intermountain Healthcare, Mr. Nemelka successfully led several innovative business and operations projects, leading to significant cost savings and improved administrative efficiency. Prior to health care, Mr. Nemelka worked for The Stephen R. Covey Group implementing Dr. Covey’s work at the Jon M. Huntsman School of Business at Utah State University.
Mr. Nemelka most recently served as the student body president at the Yale School of Public Health where he received a graduate degree in health care management.
McKenzie Norton supports the Director of Business Development. In this role, Ms. Norton manages the Leavitt Partners’ website including publishing, social media, and marketing efforts.
Ms. Norton also plays a large role in conference coordination strategy, organizing opportunities for interaction between clients and the Leavitt Partners team.
Ms. Norton graduated from Brigham Young University, where she studied human development.
Annie O’Neill is a Senior Director at Leavitt Partners Collaborative Advocates. Ms. O’Neill provides consulting services to health care coalitions on a variety of regulatory, legislative and policy matters.
As an attorney and public health professional, Annie has experience advising health care providers and other entities on numerous regulatory, compliance and transactional issues. She also provides legislative and policy guidance to clients regarding disease outbreaks, drug and device regulation and environmental health matters.
Prior to joining Leavitt Partners, Ms. O’Neill was an associate in the health care and FDA law group of the law firm Faegre Baker Daniels.
Jessica Palfreyman is an information manager and administrative assistant at Leavitt Partners. She works in the Salt Lake City office assisting clients and internal staff with planning, scheduling and information management.
With a background in office coordination, Ms. Palfreyman brings both professionalism and organization to Leavitt Partners.
Ms. Palfreyman graduated from University of Utah, where she studied political science.
John Poelman is a Senior Director at Leavitt Partners. As Senior Director, Mr. Poelman informs clients on the shifting health care landscape with expertise on the implementation of the Affordable Care Act and the corresponding political dynamics.
Mr. Poelman also oversees Health Intelligence Partners, an executive collaboration convened by Leavitt Partners that helps companies track and interpret the critical trends and events in health care on issues such as Medicaid, insurance exchanges and accountable care.
Previously to joining the firm, Mr. Poelman served as a Health Policy Analyst at the U.S. Department of Health and Human Services (HHS). Mr. Poelman earned a master’s degree in public health with an emphasis in health policy from George Washington University and a bachelor’s degree from the University of Utah.
Anne Marie Polak is a Senior Director with Leavitt Partners Collaborative Advocates, providing policy counsel and analysis to clients with matters involving regulations, legislation and business implications. Her home base is Leavitt Partners’ Washington, D.C., office.
Ms. Polak’s experience includes developing strategic messages and policy positions for Capitol Hill, administration, trade associations and corporate audiences.
Prior to joining Leavitt Partners, Ms. Polak was a Vice President for Faegre BD Consulting in the firm’s health and biosciences group. She also spent five years with the Podesta Group in Washington, D.C., while completing her law degree in the evenings at the George Mason University School of Law, graduating cum laude in 2010. Polak also worked in the government and legal affairs office of Novo Nordisk in Washington, D.C., and as a congressional aide to Rep. Michael Ferguson of New Jersey.
In 2004, Polak served as a policy research assistant on the Bush-Cheney Campaign after graduating, with distinction, from the University of Virginia. While at the University of Virginia, she presented and published research on the President’s Council on Bioethics during the Undergraduate Research Network’s symposium. Polak also was an assistant to the Chief of Staff for House Majority Leader Dick Armey (R-TX-26).
Ms. Polak received her law degree from the George Mason University School of Law and a bachelor’s degree in government from the University of Virginia.
Melissa Porter is a Senior Associate with Leavitt Partners, supporting clients with health care strategy, market research, and data analysis. Ms. Porter is located in the Leavitt Partners’ Washington, D.C., office.
Prior to joining Leavitt Partners, Ms. Porter worked for the Association of American Medical Colleges supporting member hospitals in their implementation of CMS’ Bundled Payments for Care Improvement initiative, a new payment reform initiative. Ms. Porter also worked with the senior management team at Malcolm Baldrige Award-Winning Poudre Valley System (now part of University of Colorado Health), as their Administrative Fellow. After her fellowship, she continued on with University of Colorado Health working to build their rapidly growing multi-specialty medical group.
Ms. Porter earned a master’s of public administration with an emphasis in healthcare from Brigham Young University.
Dan Schuyler is the Senior Director of Exchange Technology at Leavitt Partners where he helps guide the firm’s health insurance exchange practice. He brings to the firm applied experience in the development and implementation of health insurance exchanges.
Prior to his work with Leavitt Partners, Mr. Schuyler was the Director of Technology for the Utah Health Insurance Exchange where he was responsible for defining the technical goals and business processes associated with the exchange. Utah’s exchange was only the second of its kind in the United States when created in 2009. The exchange allows residents and business owners to shop, compare, and buy health insurance plans online.
Prior to his post with the Utah Health Insurance Exchange, Mr. Schuyler was the Manager for the Department of Environmental Quality, National Environmental Information Exchange Network. While serving in this role, Mr. Schuyler helped bring the State of Utah from the bottom third in environmental exchanges to the top 10 percent in less than one year.
Mr. Schuyler holds numerous IT certifications as well as a degree from Lewis University.
Wayne Sensor is a Senior Advisor at Leavitt Partners with real world experience in operating a large, integrated health system to clients.
Currently, Mr. Sensor serves as Chief Executive Officer at Total Living Choices, a high-service care management company that provides continuity of care programs that link patients, hospitals and post-acute care providers through a combination of evidence-based medicine, lean processes and enabling technologies.
In previous roles, Mr. Sensor served as the chief executive officer of Alegent Health, a $1 billion, acute care health system. During his tenure, Alegent Health received the number one ranking in quality and patient satisfaction, topping the renowned Mayo Clinic. The system included 10 acute care hospitals with 1,829 licensed beds and over 100 clinic and other service sites in Eastern Nebraska and Western Iowa.
Mr. Sensor has also served as President and CEO of Christus Schumpert Health System in Louisiana and as CEO of Integris Bass Baptist Health Center in Oklahoma. A sought after speaker and thought leader in health care, Mr. Sensor has testified before congressional committees, presented as a keynote to professional organizations across the nation and been appointed to serve on the National Governors Association’s State Alliance on e-Health.
Mr. Sensor holds a master’s degree in business administration from St. Ambrose College and is passionate about helping entities achieve clinical excellence and cost-efficient care.
Daniel Serota is an Associate at Leavitt Partners and works in our Chicago office. In this role, Mr. Serota assists in the development and organization of leading-edge intelligence on health insurance exchanges and facilities as well as manages alliances formed by Leavitt Partners.
Prior to joining Leavitt Partners, Mr. Serota worked at Aon Service Corporation. In this role, he managed and ran Aon PAC, as a part of the government affairs division. He was responsible for managing relationships, on a bipartisan basis, between Aon and members of the House of Representatives and the Senate. He hosted numerous events designed to raise the profile of Aon in Washington DC. He also played a key coordinative role in Aon’s efforts to generate support for TRIA, a mission critical piece of legislation. Mr. Serota developed materials and external communication strategies to facilitate the Congressional briefing process, as well kept Aon executives abreast of the latest activities. Earlier in his career, Mr. Serota served as a district representative for IL 10th District Congressman Robert Dold. In this capacity,
Mr. Serota was the primary interface with multiple agencies, represented Congressman Dold with municipalities and other organizations, and created ethnic based advisory board to provide input to the Congressman.
Mr. Serota received his bachelor degree in political science from Bradley University in Peoria Illinois.
Nathan Smith is a Senior Analyst in the Salt Lake City Office. As a Senior Analyst, Mr. Smith works directly with the Research and Development team managing data-related client work and internal research tasks.
Mr. Smith has a strong background in statistical analysis. While completing his PhD at BYU, Mr. Smith was as a statistical consultant for students and faculty providing methodological guidance, data management, and statistical support for original research. Simultaneously, he was also a data analyst at Imagine Learning where he prepared and analyzed customer data for senior management to assist customers and sales associates understand students’ learning trends.
Mr. Smith received a BS from Utah State University and a Masters in Human Development from Auburn University. He is currently putting the finishing touches on his dissertation and expects to earn his PhD in Human Development from BYU later this year.
Bill Steiger serves as a Senior Advisor for International Affairs at Leavitt Partners. Until recently, he was Special Assistant to the Secretary for International Affairs and the Director of the Office of Global Health Affairs at the U.S. Department of Health and Human Services (HHS).
During his eight years as Director of the HHS Office of Global Health Affairs, Mr. Steiger advised the Secretary and Deputy Secretary on global health, international family and social-affairs issues; coordinated overseas programs and spending; developed relationships with foreign governments and U.S. embassies and missions; and managed international travel and staffing. Mr. Steiger represented HHS at various multilateral organizations on behalf of the U.S. government.
Mr. Steiger has served as the U.S. Member of the Executive Board of the World Health Organization, President of the Executive Committee of the Pan-American Health Organization, and U.S. Member and Alternate Member on the Board of Directors of the Global Fund to Fight AIDS, Tuberculosis, and Malaria. He acted as the HHS Secretary’s liaison to the National Security Council, the U.S. Department of State, and the U.S. Agency for International Development. He also served as the department’s representative to the Office of the U.S. Global AIDS Coordinator in the implementation of the President’s Emergency Plan for AIDS Relief (PEPFAR) and to the Steering Committee that manages the President’s International Malaria Initiative.
Mr. Steiger earned a Ph.D. in Latin American History at UCLA and a bachelor’s degree in History, summa cum laude, from Yale.
Laura Summers is the Senior Director of State Intelligence at Leavitt Partners with expertise in economics, health care, and public policy. Her professional experience includes research for the public, private and non-profit sectors.
In health care, Ms. Summers’ research focus has been state-level health reform, with a particular focus in Medicaid and health insurance exchanges. At Leavitt Partners, Ms. Summers’ prepares detailed analyses of state-by-state comparative data, researches state public health programs, policies, and trends, and works on state health care reform initiatives. Specifically, Ms. Summers has provided project management and research support for the Leavitt Partners teams responsible for assisting states design and develop state-based health insurance exchanges, 1115 Medicaid demonstration waivers and amendments, and other state health reforms. Her research at Leavitt Partners has been recognized by Kaiser Health News, the New York Times, NPR, and other health news.
Prior to joining Leavitt Partners, Ms. Summers worked as Research Director for Utah Foundation – a well respected research firm that publishes reports on issues affecting state and local government policies.
Josh Taylor is an Analyst at Leavitt Equity Partners, where he works directly with the Company’s private equity fund and other equity holdings. Mr. Taylor’s professional experience is in capital markets and more specifically, asset management. Prior to joining Leavitt Partners, Mr. Taylor worked as an investment analyst for Ensign Peak Advisors. There, he performed diligence on various financial securities as a generalist with a broad focus in the Energy, Information Technology, and Industrial sectors.
Mr. Taylor is a graduate of Brigham Young University (BYU) where he studied finance. While attending BYU, Mr. Taylor interned for American Express, where he collaborated with the finance department to determine the impact of company programs and projects on P&L. Additionally, he was a member of a team that was a finalist in the Marriott School’s Social Venture Competition as well as a member of a team that won the University’s Home-based Business Plan Competition. Prior to attending BYU, Mr. Taylor attended Utah State University and was a member of the basketball team. He is a CFA level III candidate.
Kathryn Toone is a Senior Associate at Leavitt Partners with expertise in economics and health policy. Ms. Toone has spent the past several years devoting her time to understanding and resolving tough economic challenges for hospitals and physician groups.
Prior to joining Leavitt Partners, Ms. Toone served as a Senior Analyst for Equation Consulting. As an analyst, Ms. Toone helped facilitate client needs by providing analytic support using data-driven methodologies. Her analyses focused on practice loss and opportunity assessments, hospital marketshare, physician alignment strategies, and compensation modeling.
Ms. Toone received her master’s degree in public policy and bachelor’s degree in Economics from Brigham Young University.
Adam Toronto is Vice President of Finance and Operations at Leavitt Partners, where he oversees internal company operations including finance, accounting, human resources, information systems, general management and legal functions.
Mr. Toronto joined Leavitt Partners after serving as Deputy Director of Advance for Secretary Michael O. Leavitt at the U.S. Department of Health and Human Services (HHS). In that role, he managed domestic and international Secretarial travel campaigns for departmental initiatives such as Value Driven Health Care, Import Safety, Electronic Health Records and Health Diplomacy. He was also part of a cabinet-wide team that organized two rounds of the Strategic Economic Dialogue between the U.S. and China, involving 10 U.S. Cabinet members and Chinese counterparts.
Mr. Toronto also served in the Office of the Chief of Staff at HHS, under Rich McKeown. He supported Mr. McKeown in overseeing public policy and operational aspects of the largest civilian department of the federal government with a staff of 67,000 and a budget of $740 billion.
Mr. Toronto received his master’s degree in business administration and bachelor’s degree in political science and economics from University of Utah.
Tianna Tu is an Analyst at Leavitt Partners. As an Analyst, Ms. Tu assists in leading-edge intelligence on the accountable care movement through the national tracking and monitoring of ACOs. Ms. Tu also provides advanced trend analysis regarding market and government actions related to the ACO movement.
Currently Ms. Tu is a senior at the University of Utah pursuing Honors degrees in Political Science and International Studies on a pre-medicine track. As an active scholar and student leader within the University of Utah and broader community, she represents Utah as a 2014 Harry S. Truman Scholar.
After graduating from the University of Utah, Ms. Tu plans to earn an MD/MPH. Eventually, Ms. Tu aspires to work on international and domestic health care system development.
Hillary Tucker is an information manager and administrative assistant at Leavitt Partners. She works in the Salt Lake City office assisting clients and internal staff with planning, scheduling and coordination. With a background in office coordination, Ms. Tucker brings both professionalism and organization to Leavitt Partners.
Jon Uhl is a Senior Associate at Leavitt Partners supporting a diverse set of clients on a wide range of health care policy and strategy issues. Specifically, Jon has helped clients address challenges related to health care reform, emerging regulatory and policy issues, private exchanges, health IT, value-based payments, market research, and data analysis. He is located in the Leavitt Partners’ Chicago office.
Jon began his career in health care as a project manager with the American College of Physicians. Prior to joining Leavitt Partners, Jon worked on regulatory strategy for a Chicago-based provider that coordinates care for high-risk, high-cost Medicare recipients.
While in law school at Tulane University, Jon worked for the Financial Industry Regulatory Authority’s (FINRA) enforcement division where he assisted on cases interpreting Federal and industry securities regulation. Following law school, Jon completed a judicial clerkship. He received his undergraduate degree from the University of Richmond where he was also a member of the men’s crew team. Though challenging during Chicago’s winters, Jon continues to row competitively.
Joseph Watkins is an Associate at Leavitt Partners, where he conducts research for the payer practice, with a focus on following insurance market trends, the regulatory environment, and public programs.
As an experienced leader, Mr. Watkins spent many years advancing Utah’s higher education system. He served as President of the Utah Student Association and represented Utah’s 170,000 college and university students, made up of public and private institutions statewide, through numerous enrichment initiatives. Later he also served as the Director of the Utah Student Association. Additionally, Mr. Watkins organized a state wide symposium on economic development and labor statistics for the Utah System of Higher Education.
Mr. Watkins is a graduate of Utah Valley University (UVU) where he studied business management. While at UVU, Mr. Watkins was elected by his peers to serve as student body president.