Employee Benefits and Insurance

Alterity is a leading independent consulting firm offering advisory services designed to meet the unique needs of private equity firms and employers. We help navigate the constantly evolving landscape of employee benefits and insurance.

Who We Serve

Private Equity Firms

Seeking portfolio-wide operational efficiencies, transactional support, and savings across employee benefits and insurance.


Seeking specialized employee benefits advisory services and support to drive strategic changes and employee satisfaction.

We Are:

Private Equity Advisors

We meet the specific needs of private equity firms by acting as an extension of deal, operations, and procurement teams.

Broker Agnostic

We do not disrupt existing broker relationships. We prefer to partner with and work alongside brokers to maximize value across a portfolio.

Vendor Agnostic

We do not maintain exclusive vendor relationships. This allows us to recommend strategies, products, and services to best meet our clients’ needs.

We Are Different

No Longer Business As Usual

As private equity advisors, we are unique to the marketplace, bridging employee benefits and insurance with the transactional and oversight needs of private equity firms. Alterity combines the execution expertise of brokers with the M&A acumen of the big four accounting firms. We bring new solutions to the table.

Our Team

Working For You, With You

When you work with Alterity, you’re working with industry leaders supported by expert resources.

Jordan Gray

Co-Founder And
Managing Director

Jordan co-founded Alterity Group and currently serves as Managing Director, helping advance corporate development initiatives. Prior to founding Alterity, Jordan co-founded AGS Benefits Group, which was acquired by NFP in January, 2012. Both successful firms have helped shape the employee benefits consulting footprint for the corporate and private equity sectors.

With 20 years of experience, Jordan is a sought-after industry expert and investor in various health care companies, with a focus on distribution and revenue generation. He primarily works with mid- and large-size employers in the design and implementation of innovative benefit programs, and specializes in leading-edge strategy, scalable long-term solutions, and sustainable cost control.

Jordan is a graduate of St. Lawrence University and serves on the board of the Pennington School, as well as other private companies. Jordan, his wife, and their three children reside in Princeton, New Jersey and are passionate about their community and support many charities.

Paul Schnell

Managing Director and Corporate Development

Paul is responsible for advancing strategic initiatives and business development at Alterity. Prior to joining Alterity, Paul founded Dreyfuss & Birke, which was acquired by NFP in 2012. Dreyfuss & Birke primarily focused on providing brokerage and consulting services to many leading private equity firms and hedge funds. Paul has spent his entire career as an insurance consultant. He has been repeatedly recognized at a national level for his ability to identify and proactively execute cost containment strategies in the areas of health and welfare and risk management on behalf of many of the country’s leading institutions.

Paul is the President of YRF Darca, a non-profit organization providing Israeli high school students from low income regions equal education opportunities. A graduate from the University of Michigan, Paul is also an active member of the Victors for Michigan campaign. He resides in New York City with his wife, Madeleine, and three children. Paul enjoys skiing, basketball, most sports and fitness activities as well as laughing with his family and friends.

Megan Jackson Frye

Managing Consultant

As a Managing Consultant of Alterity Group, Megan is responsible for ensuring the day-to-day needs of clients are not just met, but exceeded. An industry professional for more than 10 years, Megan leads Alterity’s client service teams and manages strategic vendor and partner relationships. With specialties in benefits consulting, group purchasing, and strategic client management, she drives initiatives centered on value creation for both private equity firms and their portfolio companies.

Prior to joining Alterity Group, Megan held positions in sales, procurement, and client management for a leading national insurance carrier and a top 10 insurance brokerage firm. Megan holds a Bachelor of Arts in Political Science and minor in Communication from the University of Maine. She resides in Austin, Texas, with her husband, Carl, and daughter, Myla.

Anita Lohrs

Managing Consultant

As a Managing Consultant at Alterity Group, Anita is responsible for supporting the day-to-day needs of clients. An industry professional for more than 30 years, Anita has extensive experience working with, and providing support to, clients for their health and welfare programs, including conducting HR diligence reviews, driving short- and long-term strategy, implementing programs for mergers, acquisitions and divestitures. Anita has spent more than 10 years working with private equity firms and their portfolio companies. She drives initiatives centered on value creation for both private equity firms and their portfolio companies.

Prior to joining Alterity Group, Anita was a partner at a leading national consulting firm and spent more than 20 years working in both their health and benefits and M&A transaction services lines of businesses.

Anita holds a Bachelor of Arts in economics and political science and a minor in international relations from the University of Rochester. She resides in a northern suburb of New York City with her husband and two children.

Monique Burke

Associate Managing Consultant

As an Associate Managing Consultant at Alterity Group, Monique is responsible for the collaborative development and delivery of annual and multiyear employee benefit plan strategies and M&A integration projects, ensuring both employer and employee satisfaction. In addition to management, she leads successful benefit plan implementations and enrollments, develops comprehensive RFPs, and negotiates advantageous vendor contracts.

Monique has more than 14 years of industry experience, representing brokers, consultants, and employers. With her broad employee benefits product knowledge and technical expertise, Monique’s ability to develop strong business relationships has proven to be a valuable asset.

Monique holds a Bachelor of Arts in Economics from Rutgers University. She resides in Cedar Park, Texas with her husband, Josh, and their dog, Tank.

Dina Rudow

Associate Managing Consultant

As an Associate Managing Consultant at Alterity Group, Dina is responsible for managing relationships with private equity groups and their portfolio companies. She utilizes her expertise in strategic benefit design, actuarial analytics, and relationship management to identify areas of opportunity, develop innovative solutions, and provide value to her clients.

Prior to joining Alterity, Dina spent more than 10 years in the health and welfare industry, most recently as Vice President at Willis Towers Watson leading the Austin, Texas market. Dina holds a Bachelor of Science in Actuarial Science as well as a Bachelor of Arts in Business Economics from the University of California. In her free time, Dina enjoys staying active outdoors, traveling to new places, and spending time with her husband, Blake, and son, Bryce.

Elaine Gringauz

Director, Canada

Elaine Gringauz is a Director in Toronto, Ontario, Canada. In her role, Elaine leads Alterity’s Canadian practice, managing due diligence activity, strategy development, and client servicing. With specialties in strategic thought leadership, implementation execution, and analytics, she works directly with many large Alterity clients across Canada.

Elaine graduated from the University of Toronto and holds an Honors BSc with a double major in Actuarial Science and Computer Science. She earned her Associate of the Society of Actuaries (ASA) and Associate of the Canadian Institute of Actuaries (ACIA) designations in 2012.

Sharla St. Rose

Director, Voluntary Benefits

As Director, Voluntary Benefits, Sharla is responsible for working with clients and their consultants to develop a voluntary benefits strategy that complements their total rewards offering. She is also responsible for developing strategic relations with carriers and vendors to ensure clients have access to best-in-class plan designs and pricing. Sharla is a frequent contributor to industry magazines, and in 2014, she was named Voluntary Benefits Adviser of the Year by Employee Benefit Adviser magazine.

Sharla graduated from Baruch College (CUNY) with a Bachelor of Arts in Psychology and Brooklyn College (CUNY) with a Master of Science in Education. She resides in New Jersey with her husband and four children.

Mark Rieder

Director, HR Technologies and
Benefit Administration

As Director, HR Technologies and Benefit Administration, Mark oversees Alterity’s technology consulting practices. He specializes in the insurtech, hrtech and fintech industries. Mark works alongside clients to assess, select, and implement web-based solutions to maximize efficiencies within the broader benefits and HR processes. He is the author of multiple white papers, including two recent pieces on HR Technology.
Prior to joining Alterity, Mark was the CEO of a leading employee benefit consulting firm. Mark holds a Bachelor of Science in Finance, with an emphasis in Economics from Pennsylvania State University. He resides in Austin, Texas, with his wife, Dana, and three children, Kendall, Luke, and Hope.

Lauren Coulter

Senior Consultant

As a Senior Consultant at Alterity Group, Lauren is responsible for developing strategies and effectively managing private equity roll-up projects and initiatives. In addition, Lauren is responsible for managing overall client service delivery, financial evaluations, plan design, renewal, business placement, and benchmarking. Believing in collaborative relationships, Lauren fosters synergies and partnerships between her clients, vendors, and her organization.

Prior to joining Alterity Group, Lauren held positions as a strategic human resources and benefits professional, subject matter professional in ACA for Ernst & Young, and account management professional for a top 10 insurance consulting firm. Lauren holds a Bachelor of Science degree in Business Administration from Florida State University, a Master of Business Administration degree from Nova Southeastern University, and a Doctor of Education, Organizational Leadership from Nova Southeastern University.

Jenna Marcus

Senior Consultant

As a Senior Consultant at Alterity group, Jenna coordinates cross-portfolio initiatives and manages portfolio company accounts, serving as her clients’ primary point of contact. Jenna is an expert in creating customized benchmarking analyses and aggregated cross-portfolio reports for her private equity clients and their portfolio companies. She is proficient in identifying and implementing operational excellence strategies to drive increased efficiencies for her clients and their benefits programs. Jenna has a team and relationship-oriented mindset which she uses to facilitate the planning and execution of her clients’ collaboration events.

Prior to joining Alterity, Jenna held positions in claims advocacy, benefits administration, and broker services. She earned a Bachelor of Arts in Economics from the University of Maryland. Jenna currently resides in New York City.

F. Michael Klein

Senior Financial Consultant

As a Senior Financial Consultant at Alterity Group, Mike is responsible for analyzing and projecting the data-driven components of health and welfare programs for Alterity’s clients. In addition to the development of financial reporting standards such as claims monitoring, IBNRs, and projections, he creates exhibits and interactive, user-friendly tools to guide clients through the variables within their program and help them understand how these variables impact the bottom line. From net budget analysis to demographic cuts, Mike combines industry knowledge with technical skills to give clients both macro and micro level insights into their health and welfare plans.

Prior to joining Alterity Group, and for the majority of a decade, Mike was a member of the National Accounts team at a top 10 insurance brokerage firm, with a focus on private equity and large group health and welfare programs. Mike holds a Bachelor of Arts in Marketing from Temple University. He resides outside Philadelphia, Pennsylvania with his wife, Jenn, and children, Connor and Keegan.

Kerry Ahrens

Senior Consultant, Stop Loss

As a Senior Consultant, Stop Loss at Alterity Group, Kerry is responsible for managing all aspects of claims administration for Alterity’s stop-loss programs. Kerry is a stop loss subject matter expert specializing in claims submission, reimbursement analysis, and auditing. She manages the stop-loss claims process from start to finish, acting as liaison for Alterity’s clients, their brokers, medical carriers, and stop-loss providers.

Prior to joining Alterity, Kerry worked as a benefits administrator in the health care industry focusing on employee medical, RX, disability, and life insurance administration. Kerry currently resides in Fort Myers, Florida.

Jason Aurori


In his role as Consultant, Jason advises clients on various products and services available in the marketplace, with a focus on solutions related to health care reform. Prior to joining Alterity, Jason worked at Wakely Consulting Group, advising state governments on implementing the Affordable Care Act and launching their public exchange marketplaces. Jason leverages his business education and background, in combination with his health care reform experience, to help private equity firms and their portfolio companies adapt to the market and achieve savings across employee benefit programs and insurance plans.

Jason earned a Bachelor of Science from Boston College majoring in finance and economics and earned an MBA from Babson College concentrating in health care and entrepreneurship.

Karen Shea

Operations Lead

As Operations Lead, Karen is involved in a broad range of activities that help ensure Alterity’s day-to-day success. Providing an array of organizational, logistical, and project-related support to Alterity team members and senior leadership, her responsibilities include client management software maintenance, oversight of client accounting, and coordination of symposiums, special events, and client meetings.

Karen has more than 25 years of insurance industry experience. After spending much of her career in individual life and disability insurance product placement and client management, she turned her eye for detail and multi-tasking abilities to operations management.

Karen is an active member of her close-knit community, participating in various charitable events. She lives on Long Island with her husband, Bill, and their daughters, Tara and Erin.

Matthew Cohen


In his role as Consultant, Matt works closely with private equity firms in managing group purchasing programs, leading due diligence analyses, and implementing strategic initiatives associated with corporate transitions. He is the day-to-day contact for portfolio companies, with a specialty in mergers, acquisitions, and carve outs.  Matt also spends his time on financial reporting for his clients, including medical / Rx projections, contribution modeling, and IBNR analyses. 

Prior to joining Alterity, Matt worked as an account manager for a technology firm focused in the food services industry. Matt earned his Bachelor of Arts in Business Administration, with a focus in marketing, and a minor in management information systems from the University of Delaware. He currently resides in New Jersey with his wife, Kylie and his son, Severen.

Joseph Rogers


In his role as Consultant, Joe manages cross-portfolio strategic oversight and direct consulting relationships within the portfolio. He specializes in transactional health and welfare program harmonization, multiyear strategic planning, financial modeling and budget development, execution of due diligence reports, implementations, and project management.  Joe has supported numerous portfolio company transactions, including mergers, acquisitions, and spin offs.

Prior to joining Alterity, Joe was an analyst for a top 10 national insurance brokerage firm. Joe earned his Bachelor of Arts in Economics from Grinnell College. Joe currently resides in New York City.

Leslie O’Brien


As a Consultant for Alterity Group, Leslie is responsible for development and execution of strategic oversight initiatives for her clients. She is experienced in project management, strategic planning, implementation and developing relationships with client and industry partners. She takes pride in her ability to creatively decipher complex matters and proactively deliver results.

Prior to joining Alterity, Leslie held positions as a Senior Benefits Consultant at a leading HR technology organization and as an Account Executive for a top 10 national insurance brokerage firm. Leslie earned a Bachelor of Arts in Public Health Studies from Johns Hopkins University. She currently resides in New York City.

John Stanley

Associate Consultant

As an Associate Consultant at Alterity Group, John supports client account management and special projects for several private equity firms. His roles range from portfolio-wide data collection and tracking, to providing analysis on direct consulting engagements, and supporting group purchasing coalitions utilized by Alterity. Possessing a strong background in finance, John strives to bring a new perspective to the value creation Alterity delivers to private equity firms and their portfolio companies.

Before joining Alterity, John worked in an operations role at a mid-cap equity portfolio management firm. Originally from Massachusetts, John earned his Bachelor of Science in Applied Accounting and Finance from Fordham University, he currently resides in New York City.

Emily Damstrom

Associate Consultant

As an Associate Consultant at Alterity Group, Emily is responsible for managing day-to-day client relationships as well as providing efficient and effective portfolio analysis. Emily drives value by identifying strategic initiatives through benchmarking and reporting, which she then translates to results-based solutions. She is relationship driven, creating a collaborative work environment for both clients and her team.

Prior to joining Alterity Group, Emily played Division I soccer at Villanova University where she graduated with a Bachelor of Arts in Economics. Emily grew up in Short Hills, New Jersey. She currently resides in New York City.

Eric Sorensen

Associate Consultant

As an Associate Consultant at Alterity Group, Eric supports the management of various client accounts and projects. His responsibilities include cross portfolio data analytics, due diligence reviews, and strategic oversight projects. Eric also supports client management for several private equity firms.

Prior to joining Alterity Group, Eric spent several years in the financial services industry, working at Unicorn Asset Management in London and Apollo Global Management’s compliance department. Eric holds a Bachelor of Science in Finance from the University of Delaware. Originally from Long Island, he currently resides in New York City.

Strategic Resources Group

In addition to our core consulting team, we have expert resources in the following areas to support our clients' needs:

Actuarial / Financial


Executive Benefits

HR Services

HR Tech

International Benefits

Retirement / 401K

Voluntary Benefits

Property & Casualty

Contact Us



New York

340 Madison Avenue
21st Floor
New York, NY 10173


1250 Capital of Texas Hwy S.
Bldg. 2
Austin, TX 78746


1090 Don Mills Road
Suite 500
Toronto Ontario. M3C 3R6


13 Caroline Point
62 Caroline Street
Birmingham, B3 1UF