Adam V. Russo, Esq.
Chief Executive Officer
Adam V. Russo, Esq. is the Co-Founder and Chief Executive Officer of The Phia Group, LLC; an experienced provider of health care cost containment techniques offering comprehensive claims recovery, plan document and consulting services designed to control health care costs and protect plan assets. The Phia Group’s overall mission is to reduce the cost of plans through its recovery strategies, innovative technologies, and legal expertise.
Attorney Russo is also the founder and managing partner of The Law Offices of Russo & Minchoff, a full-service law firm with offices in Boston and Braintree, MA. Attorney Russo’s practice is devoted to representing employers, plan fiduciaries, third-party administrators and carriers in employment and employee benefits matters throughout the United States. He is a frequent speaker and author on health care and employee benefits topics at webinars, conferences and seminars across the country.
Attorney Russo obtained a Juris Doctorate degree from Suffolk University Law School and a Masters Degree in Finance from the Frank Sawyer School of Management at Suffolk University in Boston, Massachusetts. He also acquired an undergraduate degree from Suffolk University, where he double majored in Political Science and Public Relations. He was recognized by Suffolk University with the 2005 Outstanding Alumni Achievement Award.
Attorney Russo is the 2019 Chairman of the Board of Directors for the Self-Insurance Institute of America, Inc. (SIIA) and serves on the Board of the Massachusetts Association of Health Underwriters (MAHU). He also proudly serves on the Board of Directors at the Boys & Girls Club of Brockton, Massachusetts. Attorney Russo is admitted to the Massachusetts Bar, the U.S. Court of Appeals for the First Circuit and the Supreme Court of the United States.
Adam and his wife Kelly have four wonderful children - Soli, Maeve, Samuel and Shae. In addition to spending his spare time with his family and friends, Adam enjoys watching his beloved Cleveland Indians baseball team.
Ron E. Peck, Esq.
Executive Vice President and General Counsel
Ron E. Peck has been a member of The Phia Group’s team since 2006. As an ERISA attorney with The Phia Group, Ron has been an innovative force in the drafting of improved benefit plan provisions, handled complex subrogation and third party recovery disputes, healthcare direct contracting and spearheaded efforts to combat the steadily increasing costs of healthcare.
Considered to be not only one of the nation’s top ERISA lawyers, Attorney Peck is also viewed as one of the nation’s premier self-funded health plan consultants and health benefits attorney; lecturing at and participating in many industry gatherings including but not limited to The National Association of Subrogation Professionals (“NASP”) Litigation Skills Conference, Society of Professional Benefit Administrators (“SPBA”), the Health Care Administrator’s Association (“HCAA”), The Health Plan Alliance, and Self-Insurance Institute of America (“SIIA”). Ron is also frequently called upon to educate plan administrators and stop-loss carriers regarding changing laws and best practices. Ron’s theories regarding benefit plan administration and healthcare have been published in many industry periodicals, and have received much acclaim. Prior to joining The Phia Group, Ron was a member of a major pharmaceutical company’s in-house legal team, a general practitioner’s law office, and served as a judicial clerk. Ron is also currently of-counsel with The Law Offices of Russo & Minchoff.
Attorney Peck obtained his Juris Doctorate from Rutgers University School of Law and earned his Bachelor of Science degree in Policy Analysis and Management from Cornell University. Attorney Peck now serves as The Phia Group’s Executive Vice President and General Counsel, and is also a dedicated member of SIIA’s Government Relations Committee.
Chief Operating Officer
Joseph Montalto was hired by The Phia Group as its Chief Operating Officer in 2015. Leveraging his experience to improve operational and technical capabilities, Mr. Montalto has helped The Phia Group efficiently contain health care costs and ensure continued success for its clients through implementation of the Baldrige Model.
Mr. Montalto’s diverse background has made for an easy transition, and has enabled him to quickly contribute to success for the company and its clientele. He brings with him 25 years of experience leading organizations through the complexities of change, implementing innovative enterprise technologies, leveraging lean six sigma techniques and building high performing teams. In his early years at Memorial Sloan Kettering and Physician Health systems, Mr. Montalto worked on the foundation of the electronic medical record and modernization of physician billing systems. At Oracle Corporation he built a reputation for success implementing enterprise wide systems and technologies that fueled strong growth.
Mr. Montalto received his Masters Degree in Business Administration from the University of Connecticut and Bachelors of Science in Systems from Providence College. Additionally, he is six sigma black belt trained and a certified agile scrum master. He has lectured on technology in the enterprise and on executing transformational change. Leading technological and process changes in a wide range of industries, Mr. Montalto brings to The Phia Group his ability to navigate the challenges present in today's evolving healthcare environment, enabling them to empower every self-funded health plan and self-insured health plan.
Jennifer M. McCormick, Esq.
Senior Vice President, Consulting
Jennifer M. McCormick joined The Phia Group, LLC as corporate counsel in 2008. As the Senior Vice President of Phia Group Consulting, Attorney McCormick concentrates on a variety of healthcare and regulatory issues facing employee benefit plans and their administrators. As Senior Vice President of Phia Group Consulting she focuses on health benefit plan regulatory compliance services, including but not limited to self funded health plan consulting, health plan exclusions, health plan limitations, health plan revisions, defining key items such as usual and customary fees, and the entire health plan summary plan description and summary of benefits and coverage. She is a constant contributor to The Phia Group’s webinars and other educational media.
Attorney McCormick earned her J.D. from the Syracuse University College of Law, with certificates in Estate Planning and Family Law, and her B.A. in both Psychology and Criminal Justice from Indiana University, graduating with distinction as a National Dean’s List Scholar. While attending Syracuse, Attorney McCormick served as an Intercollegiate Director of the Moot Court Honor Society and as a Student Attorney in the Low Income Taxpayer Clinic where she counseled clients on state and federal tax matters and the US Tax Court appeals process.
Senior Vice President, Recovery Services
Julie Martin began her career with The Phia Group, LLC as a Claims Recovery Specialist. Ms. Martin’s primary responsibility at the time was the investigation of potential subrogation opportunities, obtaining accident details, and pursuing reimbursement from plan members, insurance carriers, and their attorneys.
In 2005, Ms. Martin proved her mastery of subrogation by earning her Certified Subrogation Recovery Professional (“CSRP”) certification. Shortly thereafter, she was promoted to a Case Manager, and subsequently into her current role as Senior Vice President of Recovery Services, in which she supervises all of The Phia Group’s Claim Recovery Specialists. Ms. Martin handles complex cases, such as those involving a class action recovery lawyer or class action recovery firm, third party liability attorneys, Medicare coordination of benefits, third party reimbursement and third party subrogation collection. Julie is an extremely valuable resource for clients and The Phia Group’s team members alike. Ms. Martin has always demonstrated an interest in law, graduating from Bridgewater State College with a degree in Criminal Justice.
Tim Callender, Esq.
Vice President, Sales & Marketing
Tim serves as the Vice President of Sales and Marketing for The Phia Group, LLC. Prior to his current role, Tim served as a health care lawyer, staff attorney and lead PACE counsel for The Phia Group.
Before joining The Phia Group, Tim spent years functioning as in-house legal counsel for a third party administrator. Tim is well-versed in complex appeals, direct provider negotiations, plan document interpretation, stop-loss conflict resolution; keeping abreast of regulatory demands, vendor contract disputes, and many other issues unique to the self-funded industry.
Tim has spoken on a variety of industry topics at respected venues such as the Self-Insurance Institute of America (“SIIA”), the Society of Professional Benefit Administrators (“SPBA”), the Health Care Administrator’s Association (“HCAA”), and the National Association of Health Underwriters (“NAHU”). Tim currently sits on the Board of Directors for HCAA as well. Prior to his time as a TPA’s in-house counsel, Tim spent many years in private practice, successfully litigating many cases through full adjudication or to resolution through mediation or arbitration.
Tim holds a leadership role with The Phia Group’s executive leadership team while continuing to assist on many general consulting and industry projects. Tim also employs his experience to focus on the development of new services and the enrichment of The Phia Group’s existing services.
Tim received his Bachelor’s Degree from The College of Idaho, prior to obtaining his Law Degree from The University of San Diego School of Law. Tim operates out of The Phia Group’s office in Boise, Idaho.
Christopher M. Aguiar, Esq.
Vice President, Legal Recovery Services
Christopher is a Health Benefits Lawyer and Third Party Liability Attorney who started his career as a Claims Recovery Specialist with The Phia Group in 2005 and spent the first couple of years honing his subrogation, third party recovery and negotiation skills while also learning about the incredibly complex field of subrogation and benefit plan recovery law. Chris quickly became a valuable asset to the recovery department as a trainer and mentor to new employees as well as a source of information and assistance for the recovery specialists. Chris has managed thousands of cases all over the country and spearheaded negotiations between plan participants, plaintiffs’ counsel, third party liability lawyers and plan administrators on matters of state and federal law, third party liability, third party recovery, as well as ERISA preemption. He has recovered millions of dollars on behalf of benefit plans in virtually every state and federal jurisdiction. Most of this occurred before Chris attended law school in Boston, MA and earned his J.D. in 2014, becoming licensed to practice law in the Commonwealth of Massachusetts later the same year.
Considered one of the nation’s top TPL attorneys and health benefits lawyers, Chris has overseen the training and education of staff in the ever developing arena of subrogation law and currently focuses a significant amount of time planning The Phia Group’s recovery strategies and resolving the most complicated issues between benefit plans, their stop loss partners, care providers, and benefit plan participants in relation to subrogation and overpayment recovery. Chris is a regular presenter on The Phia Group’s Free Monthly Webinars and a regular contributor to its quarterly newsletters. He is also a regular contributor to SIIA’s monthly publication, the “Self Insurer” and has been selected as a presenter several times for the Annual Conference for the National Association of Subrogation Professionals, regarding key cases such as Sereboff v. Mid Atlantic Medical Services, Inc. and Montanile v. Board Of Trustees. Chris received his Bachelor’s Degree from Suffolk University, prior to obtaining his Juris Doctorate from Suffolk University Law School.
Vice President, Technology
Hemant Dua joined The Phia Group as a Director of Applications & Business Intelligence in 2015. Mr. Dua has over 15 years experience implementing enterprise wide technologies. He is skilled in Business Process, Requirements Analysis, Databases, Enterprise Software, and Enterprise Architecture.
Mr. Dua implemented numerous technological advancements in The Phia Group such as Tableau Reporting, Hyperconverged Infrastructure and Advanced analytics. Mr. Dua received his Bachelor of Engineering degree in Computer Science from Pune University (INDIA). He is certified in Data Analytics from Cornell University and a certified Agile Scrum Master from Scrum Alliance.
Scott Byerley, Esq.
Vice President, Operations and Total Quality Management
Scott Byerley serves as Vice President, Operations and Total Quality Management for The Phia Group, LLC.
Scott brings 20 years of experience in subrogation and cost containment to The Phia Group, LLC, having served as an attorney and Director of Litigation for Gibson and Sharps, Vice President of Sales and Client Solutions with Trover Solutions, as well as Managing Partner of Lien Resolution Partners, and Vice President of Sales for Equian.
Scott is well versed in all applicable laws and regulations, including but not limited to ERISA, FEHBA, Medicare, Medicaid, and has deep knowledge of the cost containment industry, particularly as it relates to the ASO market. Prior to joining The Phia Group, for many years Scott has worked closely with large health plans and carriers across the U.S.
Scott has been a speaker and has published several articles on various subrogation related topics, both with NASP (the “National Association of Subrogation Professionals”) and other industry organizations and publications.
Scott now holds a leadership role with The Phia Group’s executive leadership team, utilizing his experience to focus on day-to-day operations with an eye towards supporting organizational growth, efficiency and improvement.
Scott received his Bachelor’s Degree from The University of Louisville, prior to obtaining his Law Degree from The University of Louisville, Louis D. Brandeis School of Law. Scott operates out of The Phia Group’s office in Louisville, Kentucky.