Ron Mastrogiovanni, President and Chief Executive Officer.
Ron Mastrogiovanni brings more than 25 years of experience in management consulting, financial services and computer technology industries. Ron’s latest venture, HealthView Services, is an emerging industry leader providing a flexible and easily deployable SaaS platform that incorporates complex actuarial and medical expense data into an easy-to-use financial planning tool for advisors and their clients. HealthView is helping financial institutions, advisors, and consumers develop a manageable, understandable “defined contribution” approach to projecting and solving for healthcare costs in retirement.
Prior to starting HealthView Services, Ron co-founded FundQuest, a provider of wealth management solutions for financial institutions, including banks, insurance companies and brokerage firms. Ron’s strategic planning, innovative product management and general business experience led FundQuest to become one of the most comprehensive fee-based money management solutions in the industry. Under Ron’s leadership, the company accumulated over $12 billion in assets and 80 institutional clients. The company was acquired by BNP Paribas, a global leader in banking and financial services.
Previous to co-founding FundQuest, Ron was President of The Parker Company, a management consulting firm specializing in technology startups. Prior to The Parker Company, he held senior sales and marketing positions in the technology industry.
Ron is a graduate of Boston State College and he earned his Master of Business Administration degree from Babson College.
Charlie Baker, Member of the Board
Mr. Baker brings to HealthView over 25 years of management experience in the health care, public policy and the health insurance industry. Most recently, he sought and secured the Republican nomination for Governor in Massachusetts, losing in a four way general election to incumbent Democrat Deval Patrick. Before that, he spent ten years as CEO of Harvard Pilgrim Health Care, a $2 billion, 1 million member health benefits plan serving individuals and employers in MA, NH and ME. Under his leadership, HPHC went from state receivership to #1 in the country for six years in a row for member satisfaction and clinical effectiveness.
Prior to that, Charlie served as CEO of Harvard Vanguard Medical Associates, the largest independent multi-specialty physician practice in Eastern Massachusetts. In the 1990s, he served as Secretary of Health and Human Services and Secretary of Administration and Finance under Massachusetts Governors Bill Weld and Paul Cellucci, where he earned the Distinguished Service Award from the National Governor’s Association.
He is currently serving as an Executive in Residence with General Catalyst, a venture capital firm based in Cambridge, MA. He is also an Independent Trustee of the Natixis family of mutual funds, and a member of the Board of Directors of the Tremont Credit Union.
Thomas C. McKenna, Director of Institutional Sales
Tom McKenna has been in financial services for over 19 years and has experience in both retail and institutional sales. He is currently leveraging this experience to introduce the important topic of healthcare cost analysis to the financial services industry.
Prior to joining HealthView, Tom was Senior Vice President of Institutional Sales at Bank of America, working primarily with the defined benefit and defined contribution marketplace.
Previously, Tom gained extensive experience in the retirement income market as the first Income Specialist at New York Life. While in their retirement income products division, he focused his efforts on developing the training program for bank broker-dealers on the East Coast.
Tom has also held several positions in the asset management side of the financial services sector. At State Street Research, he was the Regional Vice President of the Midwest region and wholesaled that company’s investment products in all channels of distribution, including insurance, independents, banks, and wirehouse broker-dealers.
Tom also held a Regional Vice President position at FundQuest Asset Management and worked with over 50 different broker-dealers to train their financial advisors in the fee-based managed-money arena. During this time, Tom’s territories generated more than a billion dollars in sales.
Beth Allan, Marketing and Product Development
Beth Allan is is a leading authority on brand and communications strategy, with over 20 years of experience working with clients across industries. Prior to joining HealthView Services, she consulted to clients on the business opportunites associated with Baby Boomers as they transition into retirement, both through her own company (Vox Boomeri) and as the head of the Consumer Education unit at the Retirement Income Industry Association (RIIA).
Beth founded Cambridge Brand Analytics (CBA) in 2002, introducing the first and only continuous tracking study which directly linked brand and business growth to advertising spending across all media channels. She sold the company to Phoenix Marketing International in 2004. Clients spanned a variety of industries and included: Charles Schwab, American Express, Fidelity Investments, Merrill Lynch, Liberty Mutual, Nationwide Insurance, John Hancock, Ford, Lexus, General Motors, Arby’s, Pfizer, Astra Zeneca, Abbott, Bayer, Microsoft and SanDisk.
Prior to founding CBA, Beth was the Research Director at a series of Fortune 500 companies including Citibank, Mass Mutual and Bank of America. She then moved into the advertising business as Marketing Sciences Director at Hill Holliday in Boston and Research Director at Zentropy Partners in Cambridge and VIA in Portland, ME.
Michael Tompkins, Senior Software Engineer
Mike brings over 20 years of technological and developmental expertise to the HealthView team. Most recently, as Senior Software Engineer at Silver Bridge, he served as architect and principal engineer in delivering a variety of n-tiered software solutions designed to meet the needs of each business unit. Prior to that, as Senior Developer at Atlantic Trust, a private wealth management company with over $16.5 billion under management, Mike designed and developed the company’s Operational Request System, CRM application, .NET real time financial news application, and .NET Mutual Fund Order Entry System. He has also held development positions at State Street Corporation and Lotus.
In 2005 Mike received his B.S. in Computer Science from Boston University.
Robert Powell, Advisor
Robert Powell is president of Unison, LLC, a Salem, Mass.-based communications and consulting firm. He is also the Executive Producer of PBS’ More Than Money, a new personal finance television series. Mr. Powell has more than 20 years of financial services industry and media experience in Internet, broadcast, print, and radio. His work has appeared in The Wall Street Journal, the Financial Times, MarketWatch, and Your Money. He has also served as host or co-host of several television, radio and Internet chat programs. He was formerly managing director of Acadient, Inc. of Boston, where he managed programs for personal finance educational institutions. He has also served as managing director and editor-in-chief of Boston-based DALBAR, Inc., where he headed the firm’s multi-million dollar publishing company. He has been The Boston Herald’s personal finance and mutual funds columnist as well as a business reporter for the Berkshire Eagle and Boston Business Journal. He has a bachelor’s degree from Marquette University and a master’s degree in journalism from Boston University College of Communication.
Jeffrey K. Cohen, M.D., Chairman of HVS Medical Advisory Board
Dr. Cohen, in addition to being the Chairman of the HVS Medical Advisory Board, is President of the Triangle Urological Group and serves as Director of the Division of Urology at Allegheny General Hospital. He is an associate professor of surgery at Drexel University. Dr. Cohen received his medical degree from the State University of New York – Syracuse Upstate Medical Center in 1979 and received his certification from the American Board of Urology. Dr. Cohen completed his internship and residency training in surgery and urology at the Case Western Reserve – University Hospital of Cleveland followed by a fellowship in urological oncology at the University of Texas MD Anderson Cancer Institute in Houston, TX.
Dr. Cohen is currently researching new technologies for urological disorders and has been instrumental in pioneering cryosurgery for the treatment of prostate and renal disorders. Dr. Cohen is a member of the American Urological Association (AUA) and has served on the AUA New Technology and Treatment Advisory Committees. Dr. Cohen is the recipient of many awards, including being included in The Best Doctors in Pittsburgh list in Pittsburgh Magazine and the 1996-1997 editions of Best Doctors in America. Dr. Cohen has authored numerous articles and lectures and serves as a reviewer for the Journal of Urology and Urology.
George Bernard, Jr., Director and Business Advisor
Mr. Bernard has over 30 years experience in the financial services industry. Currently, he is the President and Chief Executive Officer of Bennington Asset Management, Inc., a Registered Investment Advisor. Previously, Mr. Bernard was Executive Vice President & Director of Eastern Point Advisors where he oversaw the firms’ development strategy and business operations, including investment management and marketing. Prior to this, Mr. Bernard was Vice President and National Institutional Sales Manager for fee-based advisory services at Allmerica Financial, a Fortune 500 diversified group of insurance and financial services companies.
Mr. Bernard has held several other senior level positions at PNC Bank Corp, Moors & Cabot, Inc, Gruntal & Co, Inc., Tucker Anthony & R.L. Day, Inc., and Moseley, Hallgarten, Eastbrook & Weeden. He received his Bachelor of Arts in Economics from Georgetown University.
Donald P. Hearn, Director
Mr. Hearn brings extensive institutional marketing and business development experience in the financial services to HealthView Services. Most recently Mr. Hearn was the Senior Managing Director for New Business Development for FundQuest providing fee-based programs for financial institutions. During this time, Mr. Hearn personally negotiated multimillion-dollar relationships with major institutions such as JPMorgan Chase, HSBC and USAA.
Prior to this, Mr. Hearn served as President of Digital Lighthouse’s Financial Services Division and as Executive Vice President and Operating Committee Member at U.S. Trust Company in New York. During his five years at U.S. Trust he led the firm’s mutual fund asset management and services businesses through a period of rapid growth. After the division was sold to Chase Manhattan in 1995, Mr. Hearn remained with the unit for four more years as Chairman and CEO. Mr. Hearn has also held senior sales, marketing and strategic planning positions at The Boston Company, Dalbar and the Bradford Trust Company.
Mr. Hearn is a graduate of Cornell University and received an MBA with Honors from Boston University in 1974.
Christopher Leone, Senior Writer and Editor
Mr. Leone has been an educator for over a decade, teaching English at Wheelock College as well as Business Communication and a variety of courses in the Education Department at Suffolk University. He recently wrote and instructed the healthcare module for the RMA curriculum at Boston University, and has contributed to numerous articles on the topic of healthcare in retirement.
Mr. Leone earned his B.A. in Communications and Masters in Education from Suffolk University