Jason Davis

Chief Revenue Officer

Jason C. Davis is the Chief revenue Officer at The Phia Group, LLC. Mr. Davis joined The Phia Group in 2014; prior to this, he was Vice President U.S. 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 U.S. 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 is 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 published author and frequent speaker 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. He also earned 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 Trustees at the Inly School in Scituate, Massachusetts, and the Board of Directors at the Boys & Girls Club of Metro South. 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 enjoys spending time with his wife Kelly and their four wonderful children, Soli, Maeve, Shae, and Samuel, and rooting for his beloved Cleveland Guardians baseball team.

Ron E. Peck, Esq.

Chief Legal Officer

Ron E. Peck has been a member of The Phia Group’s team since 2006. As the Chief Legal Officer at 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 attorneys; 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, the Self-Insurance Institute of America (“SIIA”) and SIIA’s Government Relations Committee. 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 Chief Legal Officer.

Joseph Montalto

Chief Operating Officer

Since joining The Phia Group as its Chief Operating Officer in 2015, Joseph Montalto has been a driving force in maximizing client value satisfaction by spearheading enhancements to the company’s technical and operational infrastructure. Behind Mr. Montalto’s efforts to optimize core technical functions including, but not limited to, IT applications delivery, data analytics, and data quality programs, the company has streamlined processes while not compromising quality productivity. In managing The Phia Group’s Operations, HR, IT, and Security departments, Mr. Montalto has overseen improvements to the company’s PMO, Data Center, Data Science and Business Intelligence, and Product Delivery functions as well as the ISO 27000:13 certification of its Information Security Management System. An expert in leveraging innovative techniques to develop new products and ensure product maturity, Mr. Montalto has been instrumental in cultivating an environment of continuous improvement throughout The Phia Group.

Before coming to The Phia Group, Mr. Montalto served as the Vice President of Business and Technology Solutions for Valassis, a publicly traded multibillion-dollar advertising company, whereby he guided senior executives through the execution of transformative projects amid complex changes. At Valassis, Mr. Montalto notably leveraged Lean Six Sigma towards driving process efficiency and higher quality output across multiple platforms of the organization. His earlier professional experiences included serving as Regional Delivery Director at Sierra Atlantic (Hitachi Consulting) and the Managing Principal Consultant at Oracle Consulting, the latter of which involved implementing Oracle E-Business Suite in professional services, high-tech manufacturing, insurance, healthcare, and engineering procurement construction industries. Additionally, Mr. Montalto has a strong background in the healthcare field, having served in numerous roles at Stamford Health Systems and Memorial Sloan Kettering Cancer Center, all of which lends itself well to The Phia Group’s mission to contain healthcare costs for hardworking Americans.

Mr. Montalto received his Master of Business Administration from the University of Connecticut and Bachelor of Science in Systems from Providence College. Additionally, he is Six Sigma Black Belt trained and a certified Agile Scrum Master.

An avid golfer, Mr. Montalto has a decade’s worth of experience volunteering at youth golf programs under the leadership of Suzy Whaley, the first female President of the PGA of America. Mr. Montalto resides in Rocky Hill, Connecticut, with his wife and two daughters, both of whom also play golf, one at the NCAA level.

Jennifer M. McCormick, Esq.

Senior Vice President, Consulting

Jennifer M. McCormick joined The Phia Group, LLC 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 while also focusing on health benefit plan regulatory compliance services, including but not limited to self-funded health plan consultation, health plan exclusions, health plan limitations, health plan revisions, definitions of 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 U.S. Tax Court appeals process.

Julie Martin

Senior Vice President, Recovery Services

Julie Martin began her career with The Phia Group, LLC as a Claims Recovery Specialist. Ms. Martin’s primary responsibilities at the time were investigating 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 to 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.