Staff

Partners

Roger Johnson
Founding Partner

Mr. Johnson co-founded Ivy with Doug Wetmore in 2003. Mr. Johnson focuses primarily on client strategy and growth opportunities, problem identification/resolution, service innovation, and business development.

Before co-founding Ivy, Mr. Johnson served as Chief Financial Officer of MMR Holdings Inc., a national operator of outpatient diagnostic imaging centers. At MMR, Mr. Johnson served on the firm’s executive committee and led financing, budgeting and management control initiatives during a period of rapid company growth. Prior to joining MMR, Mr. Johnson served as Director, Mergers and Acquisitions and Director, Business Development at Trigon Blue Cross Blue Shield (now Anthem BCBS), where he assisted senior management in identifying potential acquisition targets and selling non-core subsidiaries. Mr. Johnson was also an associate in the Business Department at the law firm of McGuire Woods, LLP, during which time he concentrated on capital formation, securities offerings and asset securitization.

Mr. Johnson earned B.A., J.D. and M.B.A. degrees from the University of Virginia, where he was a Jefferson Scholar.

Mr. Johnson lives in Richmond, Virginia with his wife and three daughters. He serves on the Session of his church and is a board member of Serge Global, Inc. (formerly World Harvest Mission).

rjohnson@ivyventures.com

office: (804) 864-6422

Douglas Wetmore
Founding Partner

Doug Wetmore co-founded Ivy Ventures with Mr. Johnson in 2003. He works with the other members of Ivy’s senior management team to develop new product offerings, identify new clients, manage existing client work, and develop strategy for company growth.

Prior to co-founding Ivy, Mr. Wetmore worked as Vice President and General Counsel for MMR Holdings Inc., a national network of freestanding diagnostic imaging centers. At MMR, Mr. Wetmore was a member of the executive committee and assisted with the development, financing, operation, and regulatory compliance of the company’s imaging centers. Before joining MMR, Mr. Wetmore was an associate attorney for two international law firms – Morgan, Lewis, & Bockius and Rogers & Wells – in the firms’ Washington, DC offices, where he concentrated on antitrust and trade regulation matters.

Mr. Wetmore earned a BA degree in Economics and a JD degree from the University of Virginia, where he was a member of Phi Beta Kappa and was the John M. Olin Scholar of Law and Economics.

dwetmore@ivyventures.com

office: (804) 864-6423 | mobile: (804) 363-1009

Robert Oldfield
Partner, Business Development

Robert W. (Bob) Oldfield joined Ivy as a Principal in 2006. He focuses primarily on new business development, growth strategies, and client relationships.

Before joining Ivy, Mr. Oldfield served as a Senior Vice President for DaVita and Gambro Healthcare, both dialysis services companies. At both organizations, he was responsible for management and operations for dialysis centers located across the eastern United States. Prior to that Mr. Oldfield was responsible for denovo development, acquisitions, and growth strategies for Gambro Healthcare. Before moving into business development roles, Mr. Oldfield served as the southeast U.S. Sales manager for Gambro Renal Products.

He earned a B.A. Economics with Mathematics from Hampden-Sydney College and M.B.A. from The College of William and Mary.

Mr. Oldfield lives in Glen Allen, Virginia with his wife, Denise, and their four children.

boldfield@ivyventures.com

office: (804) 864-6429 | mobile: (804) 347-1571

Milan DePierro
Chief Operating Officer

As Ivy’s Partner and Chief Operating Officer, Mr. diPierro plans, directs, and coordinates Ivy’s internal operations and external consulting and development engagements with clients. Mr. diPierro has general oversight responsibility for the Sales, Strategy and Analytics, Clinical Operations, and Marketing teams and provides support services to the Business Development team.

Prior to joining Ivy, Mr. diPierro served as Chief Operating Officer for Content Solutions Inc, a voice recognition solution provider. Mr. diPierro was also the Director of Downstream Marketing for Agfa Healthcare. His responsibilities included product management and marketing for speech recognition, Radiology PACS, Cardiology PACS, and RIS product lines throughout North and South America. Mr. diPierro has more than 20 years of Healthcare IT experience and has held R&D, service, and management positions at Siemens Medical Systems, Philips Medical Systems, and Talk Technology.

He earned his B.S. in Biomedical Engineering from the University of Virginia, his M.S. in Biomedical Engineering from Columbia University and his M.B.A. from Fairfield University.

Milan lives in New Jersey with his wife and two children.

mdipierro@ivyventures.com

office (804) 864-6435 | mobile (732) 925-5313

Stephen Lindsey
Principal

Principal

Mr. Lindsey joined Ivy Ventures in 2003. He focuses on growth opportunities and business development.

Before joining Ivy Ventures, Mr. Lindsey served as the CEO of HCA Henrico Doctors’ Hospital, Richmond, Virginia for many years. He has held the position of Chairman of Manorhouse Retirement Centers. Mr. Lindsey serves as an adjunct professor at the Health Administration Department at Virginia Commonwealth University, where he taught “Executive Skills,” and coordinated the residency program for a number of years. Prior to entering the healthcare field he was an Infantry Officer in the U. S. Army.

Mr. Lindsey earned a B. S. degree in Finance at Louisiana State University. He also holds a Masters Degree in Health Administration from Georgia State University.

He writes and edits articles related to early career development and other areas of C-Suite interest.

Mr. Lindsey lives in Richmond, Virginia with his wife. He has two children and three grandchildren. He serves on the board of the Bon Secours Foundation and is the Treasurer of CrossOver Ministries.

slindsey@ivyventures.com

office: (804) 864-6424

Barrett Clark
Director, Strategies & Analytics

As Ivy’s Director of Strategy and Analytics, Barrett identifies and implements strategic initiatives for health systems designed to grow profit. He has worked at Ivy since 2007.

Prior to joining Ivy Ventures, Barrett was a financial analyst for the Financial Planning & Analysis Team, a strategic finance group, at Wachovia Securities, now Wells Fargo Securities.

Barrett earned a Bachelors of Science in Investment Finance from the Pamplin college of Business at Virginia Tech. At Virginia Tech, he served as CEO of SEED, one of the country’s largest student managed equity portfolios.

Barrett is originally from Lancaster, PA and now lives in Richmond, VA.

bclark@ivyventures.com

office (804) 864-6431, office | mobile (804) 241-4734

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Sales & Marketing Team

National Sales Director

Mr. Johnson is responsible for the recruiting, training and on-going sales management of Ivy’s sales and marketing client representatives nationwide. Mr Johnson has been with Ivy since August 2007

Prior to joining Ivy, Mr. Johnson spent 21 years with Xerox Corporation in a variety of sales and Management positions achieving 16 Presidents Clubs and 4 Par clubs. He then spent 3 years as Partner/Marketing Director for Tax Filers Value Club based in Rocky Mount, NC.

Mr. Johnson holds a Bachelor of Arts in English from Hampden-Sydney College.

Mr. Johnson resides in western Henrico County with his wife Cindy, and has two grown children, Christopher and Brooke. He enjoys playing golf and spending time at Virginia Beach. Mr. Johnson has been an active member of the Western Henrico Rotary Club since 1986.


bjohnson@ivyventures.com

office (804) 864-6427 | cell (804) 334-4555

Sam Carey
Regional Manager - Eastern USA

Regional Manager — Eastern U.S.A.

Prior to joining Ivy Ventures, Mr. Carey spent eleven years in pharmaceutical sales with NPS Pharmaceuticals, Wyeth Pharmaceuticals, and Schwarz Pharma.

Once onboard with Ivy, Mr. Carey marketed imaging services for Memorial Regional Medical Center and Richmond Community Hospital. He was named National Sales and Marketing Manager of the Year for 2009, and Regional Sales and Marketing Manager of the Year for 2008.

In total, Mr. Carey has more than 25 years of consistent services-oriented sales and marketing experience. He earned a B.A. degree in Psychology from Lynchburg College.


scarey@ivyventures.com

office (804) 864-6443 | mobile (804) 248-1514

Jake Clark
Regional Manager - Western USA

Regional Manager – Western USA

Mr. Clark manages and directs the sales and marketing support for the Ivy Ventures Customer Services Representatives responsible for the Intermountain Healthcare system. Service lines Mr. Clark has been involved with include Imaging, Physical Therapy and Rehab, Sleep Lab, Wound Care and Bariatrics.

Mr. Clark worked in the pharmaceutical industry for several years prior to his employment with Ivy Ventures, spending several years both with Novartis and Sepracor Pharmaceuticals. Starting in 2008, Mr. Clark was chosen to represent Ivy Ventures’ first engagement with the Intermountain System. In 2010, he was promoted to manage a team of several representatives in a system-wide engagement.

Mr. Clark is married to Ashley and they have 4 children — 3 daughters and a son. He has a B.S. in Business from Utah State University. Mr. Clark’s hobbies include skiing, snowmobiling, golfing, hunting, playing soccer and mountain biking. These are just a few items on his list, however, if you are interesting in inviting him to join you for something that is not listed, Mr. Clark is always up for a challenge.

jclark@ivyventures.com

mobile: (801) 669-0313

Sarah Beale
Marketing Representative

757-477-0712

sbeale@ivyventures.com

Ben Langley
Marketing Representative
Cindy Muncie
Marketing Representative
Keith Jones
Imaging Services Representative

703-541-9196

kjones@ivyventures.com

Strategy & Analytics Team

Andrew Case
Senior Engagement Manager

Senior Engagement Manager, Strategy & Analytics

Mr. Case joined Ivy analytical team in May 2011. He helps hospital outpatient managers identify their revenue sources and respond to trends in local patient markets.

Prior to joining Ivy Ventures, Mr. Case was an associate consultant for MAXIMUS Inc., a firm that manages Health and Human Services programs for state governments. Mr. Case also has previous experience interning in public health at Huaxi Hospital in Chengdu, China and working as a patient care assistant in the Department of Neurobehavioral Sciences in the UVA Health System.

Mr. Case earned a B.A. in Cognitive Science with a Physics double major from the University of Virginia. During his college years, he also spent two summers working in China.

Mr. Case lives in Richmond, Virginia and enjoys running, cooking, and playing the piano.

acase@ivyventures.com

office (804) 864-6442 | mobile (804) 363-1791

Peter Squire
Manager, Strategy & Business Development

Manager, Strategy & Business Development

Mr. Squire joined the Ivy analytical team in January 2013. He works with health systems nationwide to identify and advance outpatient imaging growth opportunities while providing analytical support.

Prior to joining Ivy Ventures, Mr. Squire was a Financial/Business Analyst for merchandising at McKesson Medical-Surgical, a medical-surgical supply distribution company. Previously, he was a Sales Development Analyst for McKesson Brand.

Mr. Squire holds a Bachelor of Arts in Economics and Commerce with an Environmental Studies minor from Hampden-Sydney College. While at college, he was a member of the NCAA Men’s Lacrosse team.

Mr. Squire lives in Richmond, Virginia and enjoys golfing, surfing, skiing, the outdoors and live music.

psquire@ivyventures.com

mobile (804) 864-6457 | mobile (804) 912-3750

Stefan Kling
Engagement Manager

Engagement Manager

As a member of Ivy Ventures’ Strategy and Analytics team, Mr. Kling works with health systems nationwide to both develop growth strategies and implement analytics-based initiatives in the outpatient imaging field. Mr. Kling joined Ivy Ventures in December 2013.

Prior to joining Ivy Ventures, Mr. Kling worked as the Director of Communications and Marketing at Vero Financial Group, an asset management firm in Richmond, VA.

Mr. Kling attended the College of William & Mary and obtained his Bachelor of Business Administration from the Mason School of Business with concentrations in marketing and finance. While at college, Mr. Kling was a volunteer leader for Young Life at an area high school in Williamsburg, VA.

Mr. Kling lives in Church Hill in Richmond, VA with his wife, Lara. He is an Eagle Scout and currently serves as a Deacon at City Church. He enjoys both playing and watching basketball and spending time with family and friends.

skling@ivyventures.com

office (804) 864-6448 | mobile (804) 714-4241

Eric Morgan
Strategy & Analytics

Mr. Morgan, as part of the Strategy and Analytics department, works with health systems nationwide to identify and develop growth initiatives while providing analytical support.

Prior to joining Ivy Ventures, Mr. Morgan was a Financial Advisor for Infinity Financial Partners, an independent financial planning and investment management firm in Richmond, VA.

Mr. Morgan holds a Bachelor of Arts in Philosophy from Christopher Newport University. While at college, he was a volunteer leader for Young Life at an area high school in Newport News, VA.

Mr. Morgan lives in Richmond, Virginia and enjoys both playing and watching soccer, golf, and tennis, as well as spending time with friends and family.

emorgan@ivyventures.com

Office: (804) 864-6432 | Mobile: (804) 489-1145

Long Vu
Associate

As a member of the Strategy and Analytics team, Mr. Vu works with health systems nationwide to advance outpatient imaging growth using a strategic approach through data analytics.

Prior to joining Ivy Ventures, Mr. Vu was a Senior Assistant Director at the University of Rochester in the financial aid office located in Rochester, NY.

Mr. Vu earned his bachelors’ degree in business administration and economics from the State University of New York at Oswego, and completed his master’s degree at the Simon School of Business at the University of Rochester.

Mr. Vu lives in the city of Richmond Virginia and enjoys hiking, camping, and golfing.

lvu@ivyventures.com

office (804) 864-6440 | mobile (804) 432-6221

Anna Shea
Associate

As a member of Ivy Ventures’ Strategy and Analytics team, Ms. Shea works with health systems across the United States to help identify and address opportunities for growth, improved efficiencies, and increased profitability. Prior to joining Ivy Ventures, Ms. Shea was a Financial Analyst in the Richmond office of Keefe, Bruyette & Woods, Inc., an investment bank focused on the financial services industry.

Ms. Shea earned her bachelor’s degree in business administration from Furman University in Greenville, South Carolina. While at Furman, she was a member of the NCAA Division 1 Women’s Soccer team. Ms. Shea lives in Richmond, Virginia, and enjoys playing soccer and tennis, spending time with friends and family, and exploring Richmond with her dog, Belle.

ashea@ivyventures.com

804.514.6651 (M) | 804.864.6430 (W)