Senior Vice-President of Provider Relations
Jason C. Davis is Senior Vice-President of Provider Relations at The Phia Group. 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.
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.
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.
Senior Director, Provider Relations
Nick Fitzsimmons is Senior Director of Provider Relations at The Phia Group. His senior executive experience and leadership, along with strong business acumen began with Global Excel Management (GEM) in 1996. Managing a team of over 50 Negotiators and Sales representatives, he led the strategies employed in GEM’s network utilization and negotiations, and continually adapting ed their environment to an ever changing and deeply complex healthcare system.
Recently, Nick joined JCDC, which is a cost-containment company that catered to International payers with exposure in the US. In order to expand its reach into I international markets, The Phia Group acquired JCDC in 2020. Nick’s 20 years of senior leadership experience and contacts gives him an insider’s view of the US market, and he has shown time and again that he can drive millions in savings with low operational disruption. Nick currently resides in eastern Quebec with his wife Rachel.