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 offering comprehensive claims recovery, plan document, and consulting services designed to protect plan assets.
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, Massachusetts. Attorney Russo’s practice is devoted to representing employers, plan fiduciaries, third-party administrators and insurance carriers in employment and employee benefit matters throughout the United States.
Considered to be one of the nation’s top ERISA attorneys, Adam is a frequent speaker and author, participating in webinars, conferences and seminars across the country, regarding topics ranging from captive insurance, fiduciary liability, usual, customary and reasonable fees, to self funded health plan evaluation and self funded health plan support.
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 on the Self-Insurance Institute of America, Inc. (SIIA) Board of Directors and is on the Board of Directors at JFS of Metro-West, a non-profit agency that provides social services, elder care, adoption services, and domestic violence assistance. 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 have four wonderful children, and in addition to spending spare time with his family and friends, Adam enjoys paddle boarding, swimming, jet skiing and watching his beloved Cleveland Indians baseball team.
Michael A. Branco
Michael Branco is a co-founder of The Phia Group, LLC. Mr. Branco has an extensive technology background and is the visionary behind The Phia System™. Mr. Branco has had years of experience in sales and marketing, beginning his career with Thompson Research, and later becoming a Senior Sales Executive with Bancware, an international software conglomerate. As a Senior Sales Executive, Mr. Branco conducted complex international business transactions in three languages; (Michael is fluent in English, Portuguese, and Spanish).
Mr. Branco is a graduate of Suffolk University’s School of Management, where he obtained a Bachelor of Science degree in Business Administration.
Ron E. Peck, Esq.
Senior 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 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 Senior 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.
Vice President, Consulting
Jennifer M. McCormick joined The Phia Group, LLC as corporate counsel in 2008. As a health care attorney and ERISA lawyer with The Phia Group, Attorney McCormick concentrates on a variety of healthcare and regulatory issues facing employee benefit plans and their administrators. As 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.
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 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 Society of Professional Benefit Administrators (“SPBA”) and the Health Care Administrator’s Association (“HCAA”). 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.