Board of Directors
Joseph Berardo, Jr.
Guy Sansone is an operator, investor, and Board Member in numerous healthcare companies. He is the co-founder, Chairman and CEO of H2 Health a physical therapy company based in Jacksonville, Florida. He currently also serves as Non-Executive Chairman of Brookdale Senior Living and Lead Independent Director of Pediatrix, both boards of publicly traded companies. In addition, Mr. Sansone is an investor and/or board member in numerous privately held ventures including Longevity Health Plans, Carisk, Ovation Health, RHA, NextCare Urgent Care and Pager.
Previously Mr. Sansone was a Partner and Founder of the Healthcare Industry Group of Alvarez & Marsal, a Board Member of HealthPRO Heritage and Magellan and served in numerous interim operating roles at A&M including CFO of HealthSouth Corp, CEO of Rotech, CEO of St Vincent’s Catholic Medical Centers and CEO of the Visiting Nurses Services of New York.
Mr. Sansone started his career at Deloitte and Touche and attended State University of New York at Albany.
Mr. Chauvet joined Lee Equity in 2014 and is a Partner of the firm. Prior to Lee Equity, Mr. Chauvet was a management consultant in the New York Office of McKinsey & Company.
Mr. Chauvet serves or has served on the board of directors of Bradford Health, Cosmetic Solutions, Discovery Senior Living, K-MAC Enterprises, Solaris Health and Therapy Partner Solutions. Mr. Chauvet received a B.A. with magna cum laude honors from Harvard College, where he studied Government.
Curtis Lane is a founder of Elements Health Investors and previously founded MTS Health Partners and WindRose Health Investors. With more than 40 years of experience, Mr. Lane has either invested in or advised hundreds of leading healthcare and life sciences clients on their most sophisticated transactions. Mr. Lane founded MTS Health Partners in 1999, after recognizing the value that a dedicated healthcare-focused financial services firm could offer the market. At the time of the firm’s creation, MTS operated two businesses: investment banking advisory services and private equity investing. The two businesses are now independent and the private equity business, which manages over $2.5 billion, has been rebranded as WindRose Health Investors. Today MTS is dedicated to investment banking through a differentiated model with over 60 professionals that provide aligned strategic and financial advisory services distinguished by experienced, attentive, and independent counsel in the context of long-term relationships. Prior to founding MTS, Mr. Lane led the healthcare investment banking group at Bear Stearns and worked at Smith Barney.
Mr. Lane is the Founder and Chairman of Navigator Healthcare, Inc. which helps Substance Use Disorder (“SUD”) patients get to the most effective, evidence based treatment. Philanthropically, he has been active in numerous charitable organizations. Mr. Lane is on the Board of Trustees and Governors of the American Jewish Committee. AJC is the leading global Jewish advocacy organization, with unparalleled access to government officials, diplomats, and other world leaders. He was a Founder’s Council Member of United States of Care. USofCare is a bipartisan, grassroots effort to determine how to provide access to healthcare for all Americans. Mr. Lane is actively involved with the Family Heart Foundation, a patient-centric nonprofit organization dedicated to raising awareness of all forms of Familial Hypercholesterolemia through education, advocacy, and research. He is the Former Chair of the Executive Advisory Board of the Leonard Davis Institute of Health Economics at the University of Pennsylvania, and he was a member of the Wharton Undergraduate Executive Board.
Mr. Lane graduated from the University of Pennsylvania in 1979 and earned his Masters of Business Administration from The Wharton School in 1980
Mr. Mahoney brings to the team over 25 years of leadership experience, primarily in finance and operations. Prior to joining Carisk Partners, Mr. Mahoney served as COO of ExamWorks Clinical Solutions, the premier provider of case management, pharmaceutical and complex claims management services within the insurance industry.
Previously, Mr. Mahoney served as COO/CFO for Ability Services Network, and its subsidiary, MedAllocators, during a seven-year span of tremendous growth (30% Revenue CAGR) that culminated in a 2014 transaction with ExamWorks Group.
Mr. Mahoney has also served as Principal and CFO for StrideMark Management Company, a turnaround management company specializing in the acquisition of distressed companies that require a restoration of operational and corporate value. He also held several key management roles within Heritage House, LLC, Stabilus, Inc., and Amtex, Inc.
Mr. Mahoney earned his BBA in Accounting from the University of Dayton.
Joseph Berardo, Jr.
Joseph Berardo, Jr. has a long and successful track record of building highly motivated teams and driving substantial value in the healthcare service marketplace. He currently serves as Chairman of the Board and Chief Executive Officer of Carisk Partners. The Miami, FL based company started as a NCQA and AAAHC Accredited Managed Behavioral Health Organization (MBHO) for commercial, self-insured, Medicare, Medicaid and other government-sponsored program insurers and plan sponsors. In October of 2016, Mr. Berardo led a recapitalization and the expansion into the Workers’ Compensation and Auto/No-Fault markets. The company has led the way in advanced approaches to managing complex and catastrophic workplace injuries through an integration of the needs of both the brain and the body.
Using its MBHO foundation and expertise, Carisk applies a biopsychosocial approach creating ‘Pathways 2 Recovery’ for all types of complex claims. Using the foundation developed in Group Health, Carisk has pioneered programs centered on the care coordination and risk transfer of complex cases in the casualty market. The behavioral and social care delivered to the patients trusted to the team at Carisk is un-matched in the space.
Prior to Carisk, Mr. Berardo spent 18 years with MagnaCare, 10 years as CEO before transitioning to Non-Executive Chairman in January 2015. Mr. Berardo started his career in healthcare services with U.S. Healthcare in 1990. He subsequently held leadership positions at Mount Sinai Health System, Empire Blue Cross/Blue Shield and Multiplan. A former Crain’s NY Business “40 under 40” and NJBIZ “Power 50 in Health Care,” Mr. Berardo has authored numerous articles related to health care strategies for carriers, providers, employers and advisors. He is also a frequent speaker and panel member at industry events.
Mr. Berardo currently resides in North Palm Beach, FL. He and his wife, Alyssa, have been active in multiple charitable endeavors over the years. Mr. Berardo has also supported the various athletic and educational programs in which his four children, Tyler, Madison, Grant and Jonathan, have participated. Mr. Berardo holds a BA in Economics from Rutgers University.
Mr. Gormley joined Lee Equity in 2006 and is a Partner of the firm. Prior to joining Lee Equity, Mr. Gormley was a Partner at Capital Z Financial Services Partners (“CZFS”), a financial services private equity firm and alternative asset manager, where he served a leading role in the operations and investment activities of the $5+ billion fund complex. Mr. Gormley co-founded CZFS in 1998 and shared responsibility for the oversight of all of the firm’s investment and monitoring activities. Prior to founding CZFS, Mr. Gormley served as a Managing Director at Donaldson, Lufkin & Jenrette (“DLJ”), specializing in the insurance and asset management industries. While at DLJ, Mr. Gormley worked on corporate finance and merger and acquisition assignments, as well as on principal related activities on behalf of DLJ Merchant Banking. Prior to joining DLJ in 1989, he was a founding member of the Insurance Group at Merrill Lynch in 1985.
Mr. Gormley serves or has served as a director of numerous public and private companies, including Affiliated Wealth Partners, Atria Wealth Solutions, Bank Handlowy, Bradford Health, British Marine Holdings, Captive Resources, Cardiovascular Logistics, Catlin Group, Independent Bank Group, K2 Insurance Services, McLarens Global Limited, MidCap Financial, NewStar Financial, PDR Network, Pure Financial Advisors, Skopos Financial, Simplicity Group Holdings, Solaris Health, Summit Behavioral Health, The Edelman Financial Group, Therapy Partner Solutions, Bradford Health, and Universal American Corp. amongst others. Mr. Gormley received a B.S.B.A. cum laude in Finance and Economics from the University of Denver and an M.B.A. from New York University.
Mr. Gormley serves or has served on several nonprofit organizations, including the Board of Trustees of St David’s School, the Latin American Advisory Board of Conservation International, together with several other nonprofit organizations.
Mr. Holdstein joined Lee Equity in 2016 and is a Principal of the firm. Prior to joining Lee Equity, Mr. Holdstein was an Associate at Oliver Wyman.
Mr. Holdstein serves or has served on the board of directors of Atria Wealth Solutions, Captive Resources, and K2 Insurance Services. Mr. Holdstein received a B.S. with magna cum laude honors from Cornell University, where he studied Finance.
Donald Hurter, MA
Don Hurter has more than 30 years of experience specializing in Workers’ Comp, disability and medical management services. Mr. Hurter is a highly respected figure, known for his strategic vision and leadership skills. With an extensive background in executive roles, he has successfully navigated complex healthcare landscapes, demonstrating a deep understanding of the challenges and opportunities within the industry.
Since 2017, Don has held a position as Senior Advisor with Carisk Partners where his collaborative leadership style continues to earn him recognition as a trusted thought leader in the workers’ compensation community. Most recently, Mr. Hurter has been appointed to the Carisk Partners Board of Directors where his valuable insights will contribute to the continued growth and success of the company.
Previousy, Don served as President of Rae-Cox Group, LLC; he was Global Head of Medical Management Services and Senior Vice President, Global Management Services at AIG; President of Health Direct, Inc., specializing in case management and utilization review; and President of directDME, specializing in durable medical equipment, home and vehicle modiﬁcations, transportation and translation services.
He is a published author with articles in Business and Health, Risk and Insurance, Case Management Magazine and Fortune. He previously served as Chairman of the Workers’ Compensation Research Institute (WCRI), Core Funders Group; as Board Member, Insurance Rehabilitation Study Group (IRSG); and as a Member of the American College of Occupational and Environmental Medicine (ACOEM) Cornerstone Group, NCCI Medical Data Call Steering Committee and American Insurance.
Mr. Hurter earned a Bachelor of Arts from American University and a Master of Arts from George Washington University.
John has 14 years of healthcare experience, with over 10 years investing in high growth healthcare companies. He founded Crossroad Health Partners in 2019, partnering with private equity firms and family offices to make growth-focused healthcare investments.
Prior to Crossroad, John served as a Vice President at Sandbox Industries, a growth equity firm that partners with US healthcare payers to make investments in healthcare services and healthcare IT companies. He began his career in M&A advisory with KPMG and then investment banking with GCA Savvian (acquired by Houlihan Lokey).
John previously served on the board of directors of growth-focused healthcare companies P3 Health Partners (NASDAQ: PIII), Aspire Health (acquired by Elevance Health, NYSE: ELV), OncoHealth (acquired by Arsenal Capital Partners), Patientco (acquired by WayStar), Picwell, and as a board observer of naviHealth (acquired by Cardinal Health, NYSE: CAH).
John earned his MBA and BS from Indiana University, and is a CPA and CFA Charter holder.