Over the past twenty years, the founders of Sunstone Management Advisors have forged a relationship collaborating as partners and colleagues across a wide range of companies and markets. Recognizing our unique set of complementary skills, and long history of meaningfully improving organizations when we’ve worked together, we decided to join forces and deploy our combined talents to make an impact on great companies and for great people.
Founder, Managing Partner
Mike is an experienced growth leader with an impressive track record of building, growing, and improving the financial performance of healthcare and insurance companies across the service, technology, and payer sectors. With more than 30 years of experience as a C-level executive, Mike leverages his transformational mindset to build new businesses, revitalize growth, create high-performing teams, design efficient operations, and design business strategies that drive growth.
Joe is a seasoned business consultant with over 25 years of experience leading complex transformation initiatives for healthcare and insurance businesses. He has served clients across the healthcare industry in a variety of consulting roles supporting senior management and boards of directors on transformation initiatives. Joe has a proven track record of implementing and scaling sustainable solutions and is relentlessly focused on ensuring client success through disciplined measurement and change management processes.
Chris is a marketing and growth strategy executive with over 25 years of experience helping products and brands break through competitive, crowded markets. Chris leverages a unique blend of creativity and analytical rigor to quickly pivot from strategy to execution with a keen focus on the intersection between marketing and business operations. With a depth of industry expertise spanning hospitality to healthcare, and experience working across startups to the Fortune 50, Chris brings a well-rounded, strategic perspective to help organizations tackle ambiguous business issues, create a customer-centric growth mindset, clarify their purpose, and develop high-impact, top-of-funnel marketing programs.
Catherine is an Operating Partner in SMAs Strategy practice. With over 20 years experience as a strategy and marketing consultant, Catherine is seasoned in guiding clients in developing innovative business models, differentiation strategies, programs and product offerings. Clients have included Fortune 500 companies, associations, nonprofits, and technology startups. She also serves as Co-Managing Director of Girls in Tech DC, the regional chapter of a global nonprofit focused on strengthening opportunities for women and girls in technology, entrepreneurship and innovation. Prior to her career in consulting, Catherine was a Senior Manager for Market Strategy at AOL for Broadband. She served as a Senior Associate at DiamondCluster International (now part of PriceWaterhouse) and as a Consultant and Financial Analyst for WheatFirst, a regional investment bank.
Joe leads SMA’s Long-Term Care consulting practice. A healthcare executive with over 30 years experience directing Operations, Service Delivery, Strategic Planning and Finance efforts across the healthcare industry, he is a frequent speaker to Long-Term Care Associations and Trade Groups. Most recently, Joe was the Senior Vice President of Managed Care and Revenue Development at Genesis HealthCare, the nation’s largest long term care provider. Prior to his executive role with Genesis, he was the President of Respiratory Health Services (RHS) in Baltimore, Maryland where he led the RHS team through a series of acquisition and expansion efforts. Before these executive roles, Joe was a Senior Manager with Ernst & Young leading their Business Analysis practice in the Baltimore-Washington market and a senior financial executive with the University of Maryland Medical Center and Sinai Hospital.
Matt is the Founder of MJMB Consulting, LLC and an Operating Partner supporting SMAs Provider and Product Management services. He is a healthcare executive with over 20 years of experience leading Financial, Operational, Provider Network and Product functions for the world’s largest healthcare services company, UnitedHealth Group (UHG). Matt worked within UHG’s services division, Optum, leading Provider Network Strategy and Process Optimization for their Behavioral Health division and as a Product leader for their Distribution Services division. Prior to supporting Optum, Matt was with UHG’s benefit division, United Healthcare, for over 15 years supporting their Medicare and Medicaid lines of business. During his tenure with UnitedHealthcare, he was a Chief Financial Officer for over 5 years supporting multiple large health plans.
Elena is the Founder of Mosaic Growth Partners and an Operating Partner in SMAs Consumer Experience and Market Insights practice. She has provided healthcare strategy, strategic and tactical planning, and change management consulting services to established and emerging organizations in the public, private and non-profit sectors for more than 20 years. She has worked with hundreds of companies in the digital health and life sciences industry, supporting projects on consumer and patient engagement, telehealth, home health, caregiving, independent living and AI-driven digital therapeutics and diagnostics. Earlier in her career, Elena led AARP Services’ business development efforts and spent 10 years as a management consultant, primarily with Deloitte Consulting where she led strategy, human capital and technology engagement for federal health clients and the Deloitte Center for Health Solutions.
Marc is the Managing Director of Annex Advisory Group and an Operating Partner in SMAs Strategy and Transformation practice. With nearly 20 years of strategy and analytical experience in the healthcare industry, Marc advises clients through a wide variety of healthcare issues impacting their growth strategy, operations, and bottom line. Earlier in his career, Marc helped build two successful healthcare consulting practices at boutique firms where he served on their respective leadership teams. Marc began his career in the Value Solutions consulting group at Arthur Andersen LLP. He is a frequent speaker at various industry trade group and professional association conferences.
Edgar is the Founder of Auditio Advisors, LLC and an Operating Partner in SMAs Broker Strategy and Development practice. Edgar brings over 25 years of executive experience from multiple leadership roles with CIGNA including Market President, Senior Vice President of Sales and several positions within Ancillary Products, Business Development and National Accounts and advises clients on Underwriting, Employee Benefits and Sales/Marketing strategy.
Industries we serve:
Insurance Carriers, Plan Sponsors, FMOs/IMOs/MGAs/MGUs, Brokers, and Agencies
Healthcare Providers and Provider Service Companies
Healthcare Payers, TPAs, PBMs and Payer Service Firms
Healthcare & Insurance Technology
Private Equity & Venture Capital
Our team has contributed to some of the top brands in health and insurance.
Would you like to learn more about us? Want to get our perspective on your business?