Oded Levy 
Co-Founder, Managing Partner

Oded Levy is a Co-founder and a Managing Partner of Blue Ox and serves on the Investment Committee. He has over 30 years of experience in specialized healthcare investing in private equity, capital markets and asset management. Prior to Blue Ox, he was a principal at Oracle Partners, LP, a private investment firm specializing in public securities investing and merchant banking in the healthcare, bioscience and related industries.  Previously, he was Head Trader and a member of the Executive Committee at Genesis Merchant Group Securities (“GMGS”), a San Francisco-based investment bank. Oded was also Senior Vice President of Investments at Bering Holdings, Inc., the investment arm of publicly traded MAXXAM, Inc. Oded began his career in 1987 as a corporate finance analyst at Bear, Stearns & Co. Inc.

He has served on multiple boards including former Blue Ox investments MedSave USA as Executive Chairman, Delphi Behavioral Health Group, LLC and Infinity Funding LLC.

Oded holds an MBA in Finance and International Business and a BS in Computer and Information Systems from New York University.

Sheila H. Schweitzer
Co-Founder, Managing Partner

Sheila Schweitzer is a Co-founder and a Managing Partner of Blue Ox serving on the Investment Committee. Sheila has over 30 years of experience in the healthcare industry bringing tremendous depth of experience and success as a C-level executive, investor, and advisor. Sheila is also the Founder and serves on the Board of Blue Ox investment PatientMatters Holding LLC, a technology and patient engagement firm helping healthcare providers manage patient financial obligations. Previously, she was Chairman and CEO of CareMedic, a HCIT revenue cycle management company; COO of MedUnite, a consortium of insurance/managed care companies that created a health data exchange; CEO of Presideo, a biometric security platform for HCIT systems; and SVP Operations of Envoy, the nation’s largest healthcare clearinghouse.

Sheila is a recognized expert in the healthcare industry and has testified before the US Congress and the Ministers of Health of the European Union on the topic of electronic transaction and claim processing. As an investor and executive, Sheila has been involved in over 40 deals totaling $3 billion.

Sheila served on the boards of Aventura, the leading provider of awareness computing, Recondo Health, and National Electronic Attachment and led its sale to KKR.  Sheila was a founding member of WEDI, Workgroup for Electronic Data Interchange, and served on the ANSI X12 committee and participated in the development of the HIPAA legislation.  She was Chairperson of AFEHCT, Association for Healthcare Electronic Transactions, and The Medical Banking Project and led the mergers of both with HIMSS.  She has also held advisory roles with Aetna, Blue Cross and Blue Shield Association and NDC Health.

Sheila holds a BS in Chemistry from Western Kentucky University.

Charles D. Kennedy, MD
Managing Partner

Charles Kennedy is a Managing Partner of Blue Ox serving on the Investment Committee. Charles is a recognized expert in healthcare delivery, finance and information technology with over 25 years of experience as a C-level executive and board advisor at several leading companies. Prior to Blue Ox, Charles was Chief Population Health Officer for Healthagen, Aetna’s healthcare IT subsidiary. He also launched and served as CEO of Aetna’s Accountable Care Solutions division, growing it to a multi-billion subsidiary of Aetna. Prior to Aetna, Charles was Vice President of Health Information Technology for WellPoint, Co-Founder and Chief Executive Officer of CareAssured, and Director of Strategic Informatics at Blue Shield of California. Previously, Charles was a practicing physician on the medical staff at Kaiser Permanente and other Northern California medical facilities for seven years.

Charles was also a founding commissioner of the Certification Commission for Health Information Technology (CCHIT) and served a five-year appointment as the health insurance industry representative on the HIT Policy Committee.  He also serves on the AHIP Foundation Board of Directors and the advisory board for the Center for Healthcare Innovation, Healthcare and Life Science Innovation Lab.

Charles holds an M.D. in Internal Medicine from the University of California at Los Angeles, an MBA in Corporate Strategy and Health Care Economics from Stanford University, and a Bachelor’s Degree in Genetics from the University of California at Berkeley.

John A. Neczesny
Managing Partner, Chief Operating Officer

John Neczesny is a Managing Partner, serves on the Investment Committee, and is the Chief Operating Officer of Blue Ox. John has 20 years of experience transacting in the healthcare industry. Prior to Blue Ox, John was a Managing Director at Oberon Securities LLC, where he was an investment banker for  growth-stage healthcare companies and special situations, and before that he was Vice President of Corporate Development at Par Pharmaceutical Companies. John began his career in finance in 1998 at Bear, Stearns & Co. Inc. and became a Managing Director in their Investment Banking Healthcare Group. During ten years there, John was involved in completing over 60 M&A and financing deals totaling $170B for biopharmaceutical, medical technology and services companies. Previously, John spent 9 years in business development and project management roles in contract laboratory and data management businesses.

He currently serves as a Director on the Board of Immune Pharmaceuticals, Inc. (Nasdaq: IMNP).

John holds an MBA in Finance from New York University Stern School of Business and a BS in Chemistry from the University of Delaware.

Mary G. Chelini
Analyst

Mary G. Chelini is an analyst at Blue Ox, providing transaction support, communications and business development to the investment team.  Prior to Blue Ox, Mary was at Know Me Productions providing marketing support for brands such as Möet, VH1, and Vogue and was responsible for the firm’s client and industry communications.

 

Glen Surnamer

Glen Surnamer has over 20 years of experience in capital markets, asset management, private equity, consultancy, and executive management.  Glen has consulted to, invested in, and served in senior management positions of several healthcare services and technology companies. His specialties include revenue cycle management, behavioral health services, early/growth stage HCIT, and post acute care service providers.  He is presently the CEO of HarrisLogic Inc. and Adapt of America Inc., private companies providing unique clinical services and technology solutions in behavioral health.

Previously Glen served as COO of Van der Moolen USA, the US operations of a global publicly traded capital markets firm, and before that he was a member of the NYSE for seven years as a senior trader in a variety of listed securities.  He has been a mentor to Project Lift Miami, a HCIT incubator, and served on the Board of Directors of Securities Traders Association of NY and was also a NYSE Floor Official.

Glen holds an MBA degree in Finance from New York University Stern School of Business and a BA degree in English from Emory University.

Drew Berkman

Drew Berkman has spent over 30 years founding, owning, operating, investing in and exiting companies, and he brings strong business evaluation and operational experience to the Blue Ox team. Drew has most recently been the principal investor for BGT Capital, LLC, his family office, and he has been a lead investor in a number of Blue Ox’s transactions to date, including Delphi Behavioral Health Group, PatientMatters, and Infinity Funding. Drew holds a BA degree in Business Administration from the University of Texas, and he is also a Certified Public Accountant.