EDC Investor Categories: Healthcare

The Health Benefit Alliance

After years of experience in the health benefits industry, either within the walls of major carriers or on the street advising employers and plan sponsors, Matt Esposito and Don Trudeau sought to build a better solution. In 2018, Matt and Don began positioning top quality service partners to create The Health Benefit Alliance™. With the program components in place and the backing of two leading third-party administrator (TPA) partners, The Health Benefit Alliance™ began sales activity in June 2019.

The immediate growth of The Health Benefit Alliance™ confirmed the market demand that Matt and Don anticipated. Within 18 months, membership climbed – even with a disciplined and tightly managed early distribution strategy. As membership continued to grow in 2021 and into 2022, so did the demand for administrative capacity, prompting the onboarding of additional best-in-class TPA partners.




Advent Health

 

 

The West Florida Division of AdventHealth has some of the nation’s brightest medical minds, making lifesaving breakthroughs with surgical pioneers, scientists and researchers using leading-edge technology and innovation to deliver our brand of whole-person care. Our network of care includes AdventHealth Carrollwood, AdventHealth Connerton, AdventHealth Dade City, AdventHealth Heart of Florida, AdventHealth Lake Placid, AdventHealth Lake Wales, AdventHealth North Pinellas, AdventHealth Ocala, AdventHealth Sebring, AdventHealth Tampa, AdventHealth Wauchula, AdventHealth Wesley Chapel and AdventHealth Zephyrhills, as well as seven freestanding offsite Emergency Rooms including AdventHealth Belleview ER, AdventHealth Brandon ER, AdventHealth Central Pasco ER, AdventHealth Four Corners ER, AdventHealth Palm Harbor ER, AdventHealth TimberRidge ER, and AdventHealth Westchase ER.

We are more than hospitals, as we have a robust system of care including specialty acute care, more than 200 primary care and specialty employed physicians, Express Care at Walgreens clinics, urgent care centers, wound care, physical therapy, home care, mobile mammography and more. AdventHealth is a faith-based, not-for-profit health care system with a mission of Extending the Healing Ministry of Christ. AdventHealth has hundreds of care sites and more than 50 hospitals across the United States. For more information about AdventHealth, visit AdventHealth.com.




David Ottati

David provides executive leadership and oversight to all facilities and programs within the West Florida Division to develop strategic growth and expansion opportunities that bring the AdventHealth brand to more communities and build an integrated network of care that exemplify the service standards and high-quality care of AdventHealth.

David began his career at AdventHealth as a management resident and quickly advanced in the organization, serving in various leadership roles. Prior to his current role, David served as president/CEO for the Central Florida Division – North Region, which includes the six AdventHealth hospitals in Volusia, Flagler and Lake counties. Prior to that, he served in president/CEO roles for AdventHealth Waterman and AdventHealth Palm Coast. Earlier in his career, he served as vice president in AdventHealth’s Hardee and Highlands counties – which is part of the West Florida Division – where he was directly responsible for the daily operations of AdventHealth Lake Placid and AdventHealth Wauchula.

David holds a Master’s in Business Administration from the University of Central Florida in Orlando, Florida, and Bachelor of Science Degree in Finance and Accounting from Washington Adventist University, formerly Columbia Union College in Takoma Park, Maryland.

David is an active member of his community, serving on multiple boards throughout his career and currently serves as a member of the AdventHealth Tampa and Ocala Boards, Adventist Health University Board, American Hospital Association Regional Policy Board, the Tampa Christian Academy Board and Forest Lake Academy School Board.

David and his wife, Wendy, have four children. In his spare time, he likes to stay active through sports like soccer, tennis and ping pong, and enjoying time outside running, riding ATVs and spending time on the water.

David Ottati
President and Chief Executive Officer

USF Health

The University of South Florida has transformed a community medical school, established by the Florida Legislature in 1965, into a major academic medical center known statewide and nationally for its innovative curriculum with an emphasis on improving health through interprofessional education, research and patient care. 

USF’s medical school, which enrolled its charter class in 1971, was named the USF Health Morsani College of Medicine in 2011, signifying its leading role in changing how medical schools teach physicians of the future. Fully accredited by the Liaison Committee for Medical Education, the college awards doctorates in Medicine (MD), and through its School of Biomedical Sciences, PhD and MS degrees in Medical Sciences. The college’s SELECT MD program, in partnership with Lehigh Valley Health Network, focuses on emotional intelligence and leadership development. The School of Physical Therapy and Rehabilitation Sciences, established in 1998, offers Doctor of Physical Therapy (DPT) and transitional DPT degrees. Additionally, the college’s Athletic Training Education Program offers two tracks for MS degrees. Specially designed programs are available, including combined MD/MPH program and an Honors Research program. To meet the growing demand for a workforce skilled in science and technology, the college proves a wide range of master’s degrees and graduate certificates in emerging fields, such as biotechnology, bioinformatics, and metabolic and nutritional medicine. 




Charles J. Lockwood, MD, MHCM

As executive vice president of USF Health, Dr. Lockwood leads the Morsani College of Medicine (MCOM), the Taneja College of Pharmacy, and the Colleges of Nursing and Public Health, as well as the School of Physical Therapy & Rehabilitation Sciences and Graduate Biomedical Sciences. He also oversees the USF Health faculty group practice, which with more than 1,000 providers is one of the largest multispecialty practices in Florida. Dr. Lockwood also serves as the MCOM dean and as a professor in its Department of Obstetrics and Gynecology. He holds a secondary appointment as a professor in the USF Health College of Public Health. Lockwood assumed all these leadership roles when he joined USF Health in May 2014 and has served as an EVP at Tampa General Hospital (TGH) since 2015.

Charles J. Lockwood, MD, MHCM
Executive Vice President of USF Health, Dean of USF Health Morsani College of Medicine

Tampa General Hospital

Tampa General Hospital, a 1010-bed not-for-profit academic medical center, delivers world-class care as the region’s only center for Level l trauma and comprehensive burn care. It is one of the nation’s busiest adult solid organ transplant centers and is the primary teaching hospital for the USF Health Morsani College of Medicine. Advancing medicine through innovation, Tampa General houses a nationally accredited comprehensive stroke center, an 82-bed Level IV neonatal intensive care unit, and a state-certified spinal cord and brain injury rehabilitation center. For more information, go to www.tgh.org.

 

 




Robin DeLaVergne

Robin DeLaVergne is Senior Vice President External Affairs at Tampa General Hospital. She previously served as Executive Director of the Tampa General Hospital Foundation and Senior Vice President Development Tampa General Hospital.

Ms. DeLaVergne serves on the Tampa Bay Chamber Board of Directors, and the Executive Committee and Board of Directors and Marketing and Communications Committee for the Tampa Bay Economic Development Council. She serves on the Leadership Council for the Tampa Bay Partnership. Gov. Rick Scott appointed DeLaVergne as a Board Member for the Children’s Board of Hillsborough County, where she also serves as Vice Chair and a member of the Executive Committee.

She is a member of Leadership Florida’s Cornerstone Class 38. She also serves on the Board of Directors for the Florida Chamber Foundation, Starting Right Now and the Tampa Hillsborough Homeless Initiative. DeLaVergne serves on the Live Tampa Bay Leadership Coalition and Tampa Mayor Castor’s Workforce Council.

Robin DeLaVergne
Senior Vice President, External Affairs

BayCare

 

 

BayCare is the leading, not-for-profit health system in Tampa Bay and West Central Florida area with more than 30,000 employees and a network of 16 not-for-profit hospitals and hundreds of locations connecting patients with a complete range of preventive, diagnostic and treatment services. BayCare is the area’s largest provider of behavioral health and pediatric services, and its provider group, BayCare Medical Group, is one of the largest in the region. BayCare’s diverse network of ambulatory services includes laboratories, imaging, surgical centers, BayCare Urgent Care locations, wellness centers and one of Florida’s largest home care agencies, BayCare HomeCare. Its Medicare Advantage insurance plan, BayCarePlus, serves more than 13,000 people.




Kimberly Guy

Before being promoted to the expanded role of Co-Chief Operating Officer, Guy was president of St. Joseph’s Hospital in Tampa and had been senior vice president and market leader for Hillsborough, East Pasco and Bartow. She and her fellow Co-Chief Operating Officer work collaboratively to lead the operations, strategic planning and clinical integration of BayCare’s 16 hospitals, dozens of ambulatory care locations and behavioral health services.

Kimberly Guy
Co - Chief Operating Officer