We are pleased to introduce our executive management team and board of directors.
Jeffery W. Bak
Jeff has spent over 25 years leading and growing healthcare services businesses and currently serves as a board member for HPOne, Kepro, Data Dimensions and EBMS, all private equity owned businesses. Between 2001-2016 he was President and Chief Executive Officer of HealthPlan Holdings (HealthPlan Services, Zenith American Solutions and Harrington Health), a leading provider of end to end outsourcing services to individuals, small employers and Taft-Hartley funds in the health and ancillary insurance market before being acquired by Wipro in 2016. In his earlier career he joined HealthPlan Services in January 1995 and served in various sales, marketing and business development leadership positions before being promoted to COO and then President in 1999. Mr. Bak began his career with Dun & Bradstreet in 1989 in sales management and in 1992 he left to work as a reinsurance broker with Peglar & Associates, a boutique reinsurance intermediary, in Stamford, Connecticut through 1994. Mr. Bak is a graduate of Clemson University where he earned a B.S. in Business in 1989 and completed the Advanced Management Program at the Kellogg School of Business at Northwestern University in 1999.
Rick is currently a director and former president of Affinion Group, a $1.2 billion loyalty and marketing services company. He was founder, chairman and CEO of Webloyalty.com, a subscription membership services company that provides discounts and benefits to consumers through retailers and service providers, which was acquired by Affinion in January 2011. Fernandes is currently an adjunct professor at Sacred Heart University in Fairfield, CT and the owner and chairman of Only Good News, LLC, a website that distributes positive news stories and videos to consumers.
Carlos is a Partner at Peloton Equity, a healthcare focused private equity firm. Prior to Peloton, he co-founded Ferrer Freeman & Company in 1995. Prior to FFC, he was a Managing Director at CS First Boston, responsible for the firm’s investment banking activities in the healthcare industry. Carlos currently serves on the Board of Directors of AgaMatrix, Inc., Arcadia Solutions, LLC, Ardent Health Services, LLC, K2M, Inc. and Medical Depot, Inc. He holds a B.A. degree from Princeton University.
From 1989-2004, Kevin worked for Oxford Health Plans in a variety of executive management positions. During his latter five years there, he reported to the CEO as the EVP of Sales, Products and Pricing. Upon Oxford's sale to United Healthcare in 2004, Kevin was named CEO of United's Northeast Division, and was with UHC until 2006. Since then, he has been a board member of several VC backed companies including; Chairman of HealthPlanOne, Chairman of Picwell, Chairman of Checkpoint HR, board member of Benestream, and senior advisor to Liazon Corporation.
Ted is a Partner at Peloton Equity. Prior to Peloton, he was a Partner at Ferrer Freeman & Company which he joined in 2000. He previously worked at Donaldson, Lufkin and Jenrette (“DLJ”) with responsibilities in Healthcare Investment Banking. Prior to joining DLJ, Ted worked for Cowen & Co. He is a currently a member of the Board of Directors of AeroCare Holdings, Inc., Ancillary Advantage, Inc., and Arcadia Solutions, LLC. He holds a B.A. degree from Princeton University.
Leslie is currently strategic counsel at Epstein Becker Green focusing on the areas of health care compliance, Medicare and Medicaid reimbursement and policy, and managed care. She previously served as the acting administrator for CMS under President Bush, overseeing day-to-day operations of Medicare, Medicaid and State Child Health Insurance Program. Leslie also served for four years as CMS's deputy administrator and was responsible for implementing changes under the Medicare Modernization Act, including launching the Medicare Prescription Drug Benefit. She earned a Juris Doctor degree from the George Mason University School of Law and a bachelor's degree in economics and international relations from Wellesley College.
Chan's career in healthcare has spanned almost three decades, and includes extensive involvement with some of the leading healthcare organizations. He is the former CEO of Uniprise, a United Health Group company. In addition to being CEO of Uniprise, Chan also held various senior posts at United Health Group. Before joining United Health, he previously worked in executive positions for CIGNA HealthCare, and for the Maxicare Healthcare Corporation.
Bill has been a senior-level manager in the managed care industry since 1993, including positions at Oxford Health Plans and HCA. Before founding HPOne in 2006, he was Senior Vice President for Health Net of the Northeast, a subsidiary of Health Net, Inc. (NYSE: HNT). While there, he was responsible for managing the New Jersey and Connecticut Medicaid programs. Bill earned his CPA at KPMG Peat Marwick in Boston. He also holds a BA from Holy Cross College and an MBA from Harvard Business School.