Focused on investment banking execution fundamentals, Russ’s significant operational experience informs and differentiates his approach to driving the desired outcomes for our clients. He served as the CFO and a board member for Employers Health Network Holdings — the holding company for the PBM Southern Scripts and high-performance network company Employers Health Network. This involvement afforded Russ first-hand exposure to industry innerworkings and allows him to apply these learnings to give our clients an edge in their fields.
Russ started his career as an engineer on the B-1 Bomber program after getting his Mechanical Engineering degree from the University of Michigan – Dearborn. He then migrated to investment banking after completing his MBA at the Booth School of Business at the University of Chicago.
Orlo “Spike” Dietrich joined Ansley Capital Group as an Operating Partner in 2005.
Prior to joining Ansley Capital, Spike owned and operated a consulting business working with small to mid-size healthcare companies, providing strategic, operational and business development services, including serving on the Boards (often as Chairman) of the portfolio companies of several venture capital groups.
Before launching his consulting business in 1998, Spike worked in a series of senior executive roles that began when he founded Burgett & Dietrich (B&D) in 1985, and served as its CEO. B&D was a pioneer in the development of fully integrated community delivery systems, serving the needs of large self-funded employers.
From 1985 until 1992, Spike and B&D developed and managed over 140 managed care networks in 33 states, representing over 40 of the Fortune 500, including Emerson Electric, Whirlpool, Kellogg, Campbell Soup, Weyerhaeuser, and Georgia Pacific. To support the management of these networks B&D developed a Third Party Administrator (TPA), a population health management subsidiary, a workers compensation subsidiary, and a data integration/data warehouse subsidiary designed to provide decision support data analytics.
In 1992, Spike merged B&D with a number of independent TPAs owned by a major private equity firm, and created CoreSource, one of the largest TPAs in the country with 24 offices and 1500 employees. Spike served as the COO of CoreSource, and continued to lead CoreSource’s managed care efforts.
In 1996, CoreSource spun out B&D and sold it to CNA Insurance, where it became CNA HealthPartners. Spike ran CNA HealthPartners as its CEO until 1998, when he left to form his consulting practice.
Prior to founding B&D, Spike spent 11 years with Baxter Healthcare Corporation, which he joined in 1974. At Baxter, Spike developed and implemented a workers’ compensation management program, developed and taught labor relations training programs to all domestic manufacturing facilities, and developed and implemented a community-based managed care program for Baxter’s domestic manufacturing facilities which replaced the existing employee benefits program.
Before joining Baxter, Spike spent five years as a pilot in the United States Marine Corps. Spike holds a BA from the University of Arkansas and a Commercial Pilot’s License.
Elliot Meena joined Ansley Capital as a Vice President in 2016. With over 10 years of experience in the Financial Services, Investment Banking, and Information Technology industries, Elliot’s diverse background brings a unique and valuable skill-set to Ansley.
Prior to joining Ansley, Elliot managed the Corporate Development team for Blackbaud (NASDAQ: BLKB) where he was responsible for acquisition strategy and product profitability implementation across the $200M SaaS and Payment Services portfolio; and most recently served as the Chief Financial Officer for Everyday Hero, a crowdfunding platform owned by Blackbaud, where he focused on driving consumer engagement through behavioral and digital marketing analytics.
Elliot began his career with Morgan Stanley on the Institutional Corporate Development team. During his time at Morgan Stanley, Elliot implemented and oversaw a collaborative project management process across Operations, IT, and Finance dedicated to improving the transparency of a $250M budget, and skill-set utilization of 400 employees globally, focused on streamlining operational activities supporting the $13B Sales & Trading business units.
After Morgan Stanley, Elliot joined the Investment Banking division of Dahlman Rose & Co. (acquired by Cowen Group) on the Natural Resource team. At Dahlman Rose, Elliot supported the execution of $2B+ of sell-side, buy-side, and equity transactions for both public and private companies with valuations ranging from $10M – $3B.
Elliot is a FINRA Registered Representative, holding both a Series 63 and Series 79 license, and earned a BS and MBA from the University of Florida. During his undergraduate career at Florida, he was an Academic All-SEC recipient and Captain of the Varsity Swim Team.
Trey Hinson joined Ansley as an Operating Partner in 2023. Prior to joining Ansley, Trey spent 20+ years in various healthcare leadership positions at BCBS of South Carolina and Occozio.
At Occozio, a marketing firm focused on healthcare benefits, technology and cost containment, Trey served as Chief Operating Officer and had the good fortune to work with some of the nation’s best self-funded payers and vendors.
Jerry Castelloe joined Ansley as an Operating Partner in 2015. Prior to joining Ansley, Jerry spent 30+ years in various leadership positions at CoreSource, Inc. a national third-party administrator. During his tenure at CoreSource, Jerry provided guidance to all functional and geographical areas including business development, client management, and administration for the entire southeast region. In addition, Jerry provided strategic consulting advice to several of CoreSource’s major national clients, including the establishment and relationship management of CoreSource’s State High Risk Pool strategy.
Jerry founded Castelloe Partners, LLC in January 2015. As a foundation for his consulting practice, Jerry has used his expertise, relationships and experiences in the self-funding industry to assist clients with a variety of strategic endeavors. He has assisted a variety of clients, including employers, high performance networks, cost management specialists and claims administrators with strategic planning management, product development, talent identification, mergers and acquisitions, and ACA compliance.
Jerry has served as an advocate for the self-funding industry through his involvement with the Self Insurance Institute of America. He has been on the Board of Directors for two terms, led the Government Relations Committee several years, spoke or moderated sessions at many SIIA conferences and represented the interest of the industry on many visits with Congress and the regulators in Washington, DC.
Jerry holds a Masters of Business Administration from Queens University in Charlotte and a BS in Business Administration from the University of North Carolina at Chapel Hill. In addition to being licensed for life accident and health in most states, Jerry also is a Chartered Life Underwriter, a Registered Health Underwriter, a Registered Employee Benefit Consultant and a Health Insurance Associate designee.
Jerry and his wife, Sue, split their time between Charlotte, where they have been residents since 1979, and Fripp Island, SC, where they have been leisure residents since 1998.
Chuck Kramer is the President of Ansley Strategic Advisors LLC and an Operating Partner of Ansley Capital Group. Prior to joining Ansley, Chuck gained over 25 years experience in healthcare Medicare cost report and commercial managed care reimbursement, with 15 of those years in healthcare technology—healthcare system software development, SaaS software services, and Healthcare Provider Business Outsourcing Services.
Chuck has founded, grown, and successfully exited a series of healthcare companies including (1) CDM Service Group, one of the early pioneers of web-based “software as a service” (SaaS), and a provider of hospital business office outsourcing solutions, (2) Centerpoint (later Pyramid Healthcare Solutions), a market leader in providing outsourced patient account collection and coding services, as well as complete outsourcing for a hospital’s medical records department, and (3) Kramer Healthcare Technology, a national leader in providing integrated technology services to more than 300 hospitals and 1000 physician groups.
Chuck has been an Orlando Florida resident for over thirty (30) years with close personal relationships throughout the healthcare community including major healthcare organizations such as Adventist Health System Sunbelt, Florida Hospital and Orlando Health. Chuck is also a member of the Healthcare Financial Management Association, (HFMA) Florida Hospital Association and served on the board of the Florida Chapter. Chuck attended Florida State University and University of Central Florida and Graduated with a BS in 1985, and is a member of the Florida institute of CPA’s.
Larry Longhi joined Ansley Capital as an Operating Partner in 2022.
With over 30-years of experience at the intersection of software, finance, and healthcare, Larry has held numerous executive positions from Senior Vice President to CEO.
Larry was one of the three original principal executives at CMSI and was heavily involved in the IPO roadshow in 1995. His senior management duties post-IPO had direct impact on the record earnings and 20.5% operating margin. He was also involved in the sale of CMSI in 1999 in an all-cash deal of $435M (record stock premium of 60%) to Computer Associates, Inc., CAI, (NYSE: CA), the fourth-largest software company in the world at that time.
In 2009 Larry co-founded The LJB Group and is the CEO. The primary offering of the LJB Group is a SaaS service called, ARMOR, which is a payment integrity solution for the systemic low charges that saves money for TPA’s and their self-funded healthcare payers
Larry attended the University of North Florida and Florida State College at Jacksonville where he received his degree in Data Processing.
