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

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Private Equity Firms

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

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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, financial services, 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 Doctorate of Business Administration from Florida International University’s Chapman School of Business where she focused on insurance related research. She lives in a suburb of New York City with her husband and 4 children.

Michael Kinsman

Senior Managing Consultant

Michael partners with Justin Salter to help brokers, employers, associations, technology solutions and insurance carriers identify trends in the marketplace. He has over 15 years of employee benefits and operational leadership experience. During his career, Michael has worked for industry leading publicly traded, and mutual, insurance companies. He has been fortunate to be rewarded with distinguished accolades at his previous employers, including rookie of the year, perennial regional and national sales achievements as well as multiple national sales representative of the year honors.

Michael is a graduate of Bates College and lives in the Seattle area with his wife, Stephanie. In his free time, Michael enjoys spending time with his wife, family, friends, cooking, traveling to new places, golfing, skiing and Guinness!

Brian Lo

Senior Managing Consultant

As Senior Managing Consultant at Alterity, Brian is responsible for developing and executing the company’s business development strategy across all verticals. Brian focuses on serving as a trusted partner and thought leader to private equity firms, their portfolio companies, HROs, and brokers.

Prior to joining Alterity, Brian was Senior Vice President, Sales – Private Equity Practice Leader at TriNet, a national PEO. Brian brings over 15 years of experience in business development and relationship management across multiple industries, including private equity, human resources, capital markets, and technology.

Brian is a graduate of Rutgers University and lives in NJ with his wife and their two 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

Senior Managing Consultant

As a Senior 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

Senior Managing Consultant

As Senior 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 over 15 years of employee benefits experience, he is focused on streamlining operational and distribution models to drive innovation and value across the benefits industry.

Justin graduated from the University of Colorado Boulder and lives in the San Francisco Bay Area. In his free time, he enjoys the outdoors and spending time with his wife and their three children.

Monique Burke

Managing Consultant

As a 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 children, Isaiah and Elah.

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.

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.

Allyson Durand

Senior Consultant

As a Senior Consultant, Allyson leads and coordinates all aspects of benefit implementations and enrollments with an emphasis on innovation, project management, and client resolution. In addition to implementation, she manages ongoing service, billing, claims, and data exchange.

Allyson has 10 years of voluntary benefits experience representing carriers and brokers and working closely with technology platforms. With her product knowledge, technical expertise, and ability to provide singular solutions, Allyson has helped clients and brokers develop benefit offerings, drive growth, and provide immense value to their employees and stakeholders.

Allyson holds a Bachelors of Arts from the University of South Carolina and lives in northern New York State with her husband and daughter.

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.

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 and their son Liam.

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.

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.

Allison Pignatello

Consultant

In her role as Consultant, Allie manages cross-portfolio strategic oversight and direct consulting relationships within the portfolio. She specializes in multi-year strategic planning, financial modeling and budget development, innovative point solutions, stop loss, implementations, and project management. She drives initiatives centered on value creation, ensuring both employer and employee satisfaction.

Prior to joining Alterity, Allie was a Senior Analyst at a leading national consulting firm. She earned her Bachelor of Science in Health Services Administration from James Madison University. She is a Certified Employee Benefits Specialist, and sits on the board of her local Northern NJ CEBS chapter. Allie currently resides in Hoboken, NJ with her boyfriend Brian and their dog Denver.

Kate Reinaker

Consultant

As a 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.

Jamie Herszaft

Associate Consultant

As an Associate Consultant, Jamie predominantly works within the Stop Loss Center of Excellence. He is responsible for developing comparative analyses for clients’ review, identifying optimal coverage terms with the maximum cost savings. Jamie also provides day-to-day support for client initiatives, such as customized benchmarking, benefits strategy oversight, and due diligence reporting.

Jamie earned his degree in Economics from the University of Maryland. He has several years of experience in financial services, data management, and marketing. Jamie currently resides in New Rochelle, New York, and in his free time enjoys playing and watching soccer and baseball, as well as playing ukulele.

Kristin Nappi

Associate Consultant

As an Associate Consultant at Alterity Group, Kristin works primarily with Alterity’s Stop Loss Center of Excellence and assists in stop loss marketing on behalf of brokers and clients. Her role in data collection and analysis helps obtain stop loss coverage that suits client needs and maximizes cost savings.

Prior to joining Alterity, Kristin earned a Bachelor of Science in Biology from Iona College. She currently resides in Hoboken, NJ with her cat Poppy. In her free time, she enjoys reading and taking barre classes.

Samantha Piccolo

Associate Consultant

As an Associate Consultant, Samantha provides day-to-day support for client initiatives such as data collection, tracking, and analysis. In addition, Samantha assists in conducting benchmarking analyses and due diligence reporting.

Prior to joining Alterity, Samantha was a Wealth Management Client Associate at the second largest bank in the U.S. She earned a Bachelor of Science in Business Administration from Long Island University. During her time in college, she was involved in an international consulting program and traveled to Brazil, South Korea, China, and Hong Kong for strategic consulting projects. Samantha currently resides on Long Island with her dog Serena. In her free time, she enjoys running and traveling to new places.

Logan Potter

Associate Consultant

As an Associate Consultant, Logan provides day-to-day support for client initiatives such as portfolio-wide data collection, tracking and analysis. In addition, Logan assists in conducting benchmarking analyses and due diligence reporting.

Prior to joining Alterity, Logan worked in operations for the third largest school district in the U.S. He graduated from Illinois State University with a Bachelor of Science in Finance and a minor in Environmental Studies. Logan currently resides in New York City and in his free time enjoys playing volleyball and tennis, as well as traveling.

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.

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.

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