Employee Benefits and Insurance

Alterity is a leading independent consulting firm offering services designed to meet the unique needs of private equity firms and their portfolio companies, human resource outsourcing organizations (PEO and ASO), and brokers. We help navigate the constantly evolving landscape of employee benefits and insurance.

Our core belief to driving value is identifying smart strategies and solutions that align with a company’s business needs.

Who We Serve

Private Equity Firms Logo

Private Equity Firms

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

Employers Icon

Employers

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 over 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-sized 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. They 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 of 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.

Sharla St. Rose

Managing Director

As Managing Director of Alterity, Sharla is responsible for developing and executing the company’s business strategies. In her role, Sharla focuses on delivering adaptive and innovative solutions while addressing the unique needs of each client.

Sharla has spent her career working in the human resources and benefits consulting industry where she has been recognized as a strategic leader. She has worked with clients within a range of industries including private equity, retail and professional employer organizations. In addition to being client focused, Sharla has helped organizations move into new markets and drive expansive growth while developing tremendous business relationships and credibility along the way.

Sharla holds a Master of Education from Brooklyn College and is currently a Doctoral Candidate at Florida International University’s Chapman School of Business, focusing on insurance related research. She lives in a suburb of New York City with her husband and 4 children.

Anita Lohrs

Senior Managing Consultant

As a Senior Managing Consultant at Alterity Group, Anita is responsible for supporting the day-to-day needs of clients. An industry professional for more than 35 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 15 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.

Dina Rudow

Managing Consultant

As a 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 over ten years in the health & 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 sons, Bryce and Leyton.

Justin Salter

Managing Consultant

As Managing Consultant, Justin works closely with brokers, employers, associations, technology vendors and carriers to identify trends in the marketplace and ensure that his clients and teams have all the tools necessary to navigate the ever-evolving benefits space. With nearly 15 years of employee benefits experience, he is focused on ancillary benefits that streamline operations for brokers and deliver measurable results to their clients.

Justin graduated from the University of Colorado Boulder and lives in the San Francisco Bay area. In his free time, he enjoys golfing, fishing, snowboarding, and spending time with his wife and their three 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 multi-year 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 over 15 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 throughout her career.

Monique holds of Bachelor of Arts in Economics from Rutgers University. She resides in Leander, Texas with her husband, Josh and their son, Isaiah.

Arthur Brody

Senior Strategy Consultant

With over 40 years of experience in procurement and sourcing, Arthur brings a proven track record of driving value through strategic cost optimization. His relationship management and influencing skills have helped propel his career while managing a diverse range of stakeholders from C-Suite to Operations. Prior to joining Alterity, Brody spent 13 years as Managing Director of Sourcing and Operations at Fortress Investment Group.

Arthur enjoys many outdoor activities that include running, hiking and boating, while also content with reading, attending social events and volunteering. Arthur resides in Danbury, Connecticut.

Mark Rieder

Head of Innovation

As Head of Innovation, 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.

Jenna Marcus

Senior Consultant

As a Senior Consultant at Alterity Group, Jenna coordinates cross-portfolio initiatives and manages portfolio company accounts, servings 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 within their benefits programs. Jenna also has deep experience planning and executing 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 with her husband, David.

Matthew Cohen

Senior Consultant

In his role as Senior 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 their children, Severen and Eloise.

Kerry Ahrens

Senior Consultant, Stop Loss

As a Senior Product Specialist 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 broker, medical carrier and stop loss provider.

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

Joseph Rogers

Senior Consultant

In his role as Senior Consultant, Joe manages cross-portfolio strategic oversight and direct consulting relationships within the portfolio. He specializes in transactional health and welfare program harmonization, multi-year 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 with his wife, Cameron.

Karen Shea

Operations Lead

As Operations Lead, Karen is responsible for various activities which help ensure Alterity’s day-to-day success. Providing organizational, logistical and project-related support to Alterity team members and senior leadership, her responsibilities include client management systems maintenance, oversight of client accounting, and coordination of symposiums, special events, and client meetings.

Karen has over 30 years of insurance industry experience, much of her career spent in individual life and disability insurance product placement and client management. Karen is an active member of her close-knit community, participating in many charitable events. She currently lives on Long Island.

Megan Lindblad

Operations Manager

As Operations Manager, Megan oversees day to day operations and serves as a strong advocate for her clients. She has more than 16 years of experience in group ancillary insurance and is a leader in specialty markets and national accounts with 1,000-plus lives. Megan’s extensive expertise lies in service, claims, billing, quality assurance, implementation, account management and operations management.

Megan graduated from Whitworth University with a Bachelor of Arts in Organizational Management. She loves music and is a classically trained pianist.

Emily Damstrom

Consultant

As a Consultant at Alterity Group, Emily is responsible for managing day-to-day client relationships as wells 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, NJ. She currently resides in New York City.

Matthew Covrigaru

Business Development

As a Business Development Associate, Matt works alongside the Alterity team in pursuing business development opportunities and driving strategic initiatives within existing clients’ portfolios. On a day-to-day basis, Matt is engaging both Private Equity clients and their portfolio companies, exploring potential areas of value creation.

Matt earned a Bachelor of Science in Business from the University of Connecticut, and a master’s degree in Counseling from Mercy College. He currently resides in New York City, and enjoys running, basketball, and most importantly, spending time with his wife, Dana and their sons, Blake, Aidan and Noah.

Duncan Cummings

Business Development

Duncan is a Business Development Associate at Alterity. His responsibilities include building private equity relationships, advancing strategic initiatives for clients, and managing new business for Alterity.

Before joining Alterity, Duncan earned his Bachelor of Arts in Statistics from Williams College. Originally from San Francisco, California, Duncan moved east to pursue his education and career. Currently residing in New York City, Duncan enjoys skiing, fly fishing, and most other activities that get him outside.

Kate Reinaker

Associate Consultant

As an Associate Consultant with Alterity Group, Kate primarily focuses on Alterity’s Stop Loss insurance programs. She is responsible for administering the marketing process through Alterity’s Stop Loss Center of Excellence and is a key resource for clients’ on-going service needs, including claims tracking and reimbursement support. Kate values building and maintaining strong relationships with clients, carriers and broker teams.

Originally from the Philadelphia area, Kate graduated from West Chester University with a bachelor’s degree in Communication Studies. Prior to joining Alterity Group, Kate held positions as a marketing consultant and client manager for a Fortune 500 insurance carrier. She also spent several years leading a team of field representatives supporting health care providers in a service-oriented role. Kate currently resides in Austin, TX with her husband, Andy and their daughter, Lyla.

Ellen Holtz

Coordinator

As a Coordinator with Alterity Group, Ellen primarily works within Alterity’s Stop Loss Center of Excellence. She manages the stop loss marketing on behalf of clients to obtain favorable stop loss coverage and cost savings. She also serves as a day to day contact for portfolio companies, assisting with ongoing communications and employee benefit plan strategies.

Prior to joining Alterity Group, Ellen interned at an insurance brokerage in Tampa, Florida, where she gained industry knowledge of various lines of insurance. She graduated from Florida State University where she majored in Risk Management and Insurance. She served as Morale Chair of Dance Marathon where she was an active fundraiser for Children’s Miracle Network. Ellen currently resides in New York City.

Allison Weinberger

Coordinator

As a Coordinator at Alterity Group, Allison collaborates with team members to ensure client and carrier questions are responded to in an efficient and accurate manner. Additionally, Allison is responsible for assisting with due diligence projects as well as Alterity’s Stop Loss Center of Excellence.

Allison graduated from the University of Rhode Island where she received her Bachelor of Science degree in Business Management. Prior to joining Alterity Group, Allison gained industry knowledge during her previous internships at an Employee Benefits Brokerage Firm, and a Fortune 500 Insurance Company. She currently resides in Westchester, New York.

Stephanie Renner

Coordinator
In her role as Coordinator, Stephanie is primarily responsible for assisting with client initiatives, such as portfolio-wide data collection, tracking, and analysis, as well as working collaboratively within Alterity’s Stop Loss Center of Excellence om annual marketing and renewals.

Prior to joining Alterity, Stephanie worked in an operations role based in Westchester. Stephanie earned her Bachelor of Science in Business Economics, and her minor in Business Communications from the State University of New York – College at Oneonta in 2016. She currently resides in Westchester County, New York.

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

Compliance

Executive Benefits

HR Services

HR Tech

International Benefits

Retirement / 401K

Voluntary Benefits

Property & Casualty

Contact Us

Email

go@alteritygroup.com

New York

521 Fifth Avenue
15th Floor
New York, NY 10175

Austin

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

Toronto

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

UK

13 Caroline Point
62 Caroline Street
Birmingham, B3 1UF