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 healthcare cost containment techniques offering comprehensive claims recovery, plan document and consulting services designed to control healthcare costs and protect plan assets. The Phia Group’s overall mission is to reduce the cost of healthcare 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 Canton, MA. Attorney Russo’s practice is devoted to representing employers, plan fiduciaries, third-party administrators and carriers in employee benefit matters throughout the United States. He is a frequent speaker and author on employee benefit topics at webinars, conferences and seminars across the country.
Attorney Russo obtained a Juris Doctorate degree from Suffolk University Law School and a Master’s 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 was the 2019 Chairman of the Board of Directors for the Self-Insurance Institute of America, Inc. (SIIA). He currently serves on the Board of the Massachusetts Association of Health Underwriters (MAHU), the Board of Trustees at the Inly School in Scituate, Massachusetts, and on the Board of Directors at the Boys & Girls Club of Metro South, 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, Shae and Samuel. In addition to spending time with his family, Adam enjoys watching his beloved Cleveland Indians baseball team.
Ron E. Peck, Esq.
Chief Legal Officer
Ron E. Peck has been a member of The Phia Group’s team since 2006. As the Chief Legal Officer at 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 Chief Legal Officer, 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.
Peter Kotsifas, CPA
Chief Financial Officer
Peter Kotsifas joined The Phia Group as its Chief Financial Officer in 2021. Peter has over 20 years of experience leading accounting and finance teams and helping high-growth companies scale and optimize enterprise value.
Before joining The Phia Group, Peter worked in the IT services industry, public accounting, and the golf industry. Peter credits his work in the golf industry as the spark that lit the fire of his passion for outstanding customer service – which he believes is critical to delivering a world-class, customer-focused approach at The Phia Group. Peter’s work in the IT services industry enabled him to hone many technical skills, including numerous software system implementations, system integrations, as well as mergers and acquisitions. Peter has a passion for excellence in everything he does and brings that winning attitude to his work for The Phia Group.
Peter received his Bachelors of Science in Accounting from the University of Massachusetts in Lowell and is a Certified Public Accountant in Massachusetts. Besides working at The Phia Group, Peter also serves as the Treasurer and member of the Board of Directors for Aceing Autism, a non-profit on a mission to help children with autism grow, develop and benefit from social connections and fitness through affordable tennis programming.
When Peter is not spending time with his wife, Megan, and two children, Colin and Halle, Peter enjoys playing golf, guitar, and recording music.
Senior Vice-President at The Phia Group, LLC. (via its affiliate Phia International)
Jason C. Davis is the Senior Vice-President at The Phia Group, LLC (via its affiliate Phia International). Mr. Davis joined The Phia Group in 2014, prior to this, Mr. Davis was Vice-President US Markets for another cost-containment company, where for nearly 10 years, he contributed at various levels of claim settlement, dispute resolution, R&D, product development, sales, and leadership.
Mr. Davis also founded JCDC in 2014, which is a cost-containment company that catered to International payers with exposure in the US. In order to expand its reach into International markets, The Phia Group acquired JCDC in 2020. As such, Mr. Davis’ network of industry partners, contacts and clients are spread all over the world.
Jason or “Jay” (as he is so often called) is a self-professed and proud “nerd.” He is a consistent contributor to industry periodicals, and a regular speaker at conferences that address medical cost-containment issues for multiple insurance industries. Jason loves to work hard, play hard, travel, and spend time with his wife, Kim and their four children – Aleithea, Kairus, Xeidan and Mohzen.
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, Strategic Accounts and Business Development
Tim serves as the Vice President of the Client Solutions Group 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.
Kelly E. Dempsey, Esq.
Vice President, Consulting
Kelly joined The Phia Group’s team in early 2014. She is the Vice President of Phia Group Consulting, specializing in plan document drafting and review, as well as a myriad of compliance matters. Kelly’s former industry experience extends to having worked for a TPA and an insurance carrier, which has given her experience with balance billing and other provider disputes, COB for Medicare, reference based pricing, usual & reasonable fees, as well as the other issues TPAs face on a daily basis. Kelly brings a unique perspective to The Phia Group and is a valuable asset to its team of consultants and health benefits attorneys.
Kelly is admitted to the Bar of the State of Ohio and the United States District Court, Northern District of Ohio. Kelly earned her Juris Doctorate from Cleveland-Marshall College of Law and earned her Bachelor of Science degree in Psychology and Business from Muskingum University (formerly Muskingum College), graduating magna cum laude. Kelly is a board member for Project: LEARN of Medina County (Ohio), serving as President of the Board of Trustees in 2020.
Rebekah McGuire Dye, J.D.
, Client Solutions and Account Management
Rebekah McGuire Dye is the Vice President of Client Solutions and Account Management with the Phia Group. Ms. Dye is leading the Phia Group’s client care service to the highest level of concierge client service ever established in the cost containment industry.
As a partner to clients’ senior leadership, Ms. Dye and her accomplished team provide an authentic level of customer caring to ensure every aspect of the Phia – client relationship is positive, productive and genuine.
Ms. Dye comes from a 25-year career with the largest cost containment provider in the industry. During her tenured career she has served over 150 health benefit providers in roles ranging from front line file handler to Group Vice President overseeing all Commercial subrogation operations for over 20 million benefit recipient lives. Her lengthy cost containment career, while focused on the Health Care line of business, also includes expertise in both Disability and Property & Casualty subrogation matters.
Ms. Dye is an active member of both IDS and NASP. You can find several published articles by Ms. Dye in the NASP Subrogator magazine and she is a frequent subject matter expert speaker on recovery matters.
While not pursuing cost containment endeavors she is an avid reader, nature lover and family centered person residing in rural Kentucky. Her favorite stewardship is serving as an elected member of the Nelson County Kentucky school board. Her passion for education and children make her an invaluable member of the Board.
, Enterprise Project Management Office
Kori Watkins serves as Vice President, Enterprise Project Management Office for The Phia Group, LLC.
Kori brings 20 years of experience in Healthcare, Pharma and Cost Containment to The Phia Group, LLC., with expertise in project management, six sigma, quality assurance, customer success and change management. Prior to joining Phia, she spent 10+ years working for Humana in various Pharmacy leadership roles including managing the launch of healthcare reform (in response to the ACA) for both Medicare and Commercial lines of business. Prior to her time with Humana, Kori worked for a wide range of pharmaceutical organizations including Pfizer, C.B. Fleet Company, and Stiefel Laboratories.
Kori is well versed in project management methodology and principles, customer needs assessment, client implementations and business development. She has experience in Medicare (PDP, MAPD), Medicaid, and Commercial (Fully Insured and ASO) lines of business.
Kori now holds a leadership role with The Phia Group’s executive leadership team, utilizing her experience to focus on centralizing project management efforts, driving company growth and performance.
Kori received her bachelor’s degree in Science, Biochemistry, from Eastern Michigan University and her MBA from Western Michigan University. She has been PMP Certified since 2007 and completed her Six Sigma Green Belt in 2009. Kori works out of The Phia Group’s office in Louisville, Kentucky.
Scott Byerley, Esq.
, Business Development, Subrogation Recovery Services
Scott brings 20 plus years of experience in healthcare subrogation to The Phia Group. As Vice President of Business Development, Subrogation Recovery Services, Scott is responsible for The Phia Group’s subrogation sales to health plans across the U.S. Previously, Scott worked for a another large subrogation company.
Prior to his career in sales, Scott earned his law degree from The University of Louisville, Louis D. Brandeis School of Law, and served many years as an attorney and Director of Litigation for Gibson and Sharps, PSC, a nationwide subrogation law firm. With his background, Scott is well versed in applicable laws and regulations that govern the healthcare industry, and specifically, subrogation, including but not limited to ERISA, FEHBA, Medicare, and Medicaid.
Scott has spent many years working closely with large health plans across the country, where he developed a unique understanding of the value that subrogation has on the payer industry and in the overall U.S. healthcare system. Scott has published several articles on various subrogation related topics, both with NASP (the “National Association of Subrogation Professionals”) and other industry publications.