Lisa J.


Actuarial Director | ASA, MAAA, FCA

Providing actuarial expertise to help healthcare clients assess and manage risk

Lisa brings a wealth of expertise to her engagements, with nearly thirty years of experience across a broad range of actuarial functions.

Lisa’s experience includes assisting not-for-profit managed care organizations with analysis and certification of claim liabilities, rate development and negotiation, and budget development and monitoring. She also assists state insurance regulators with rate reviews, carrier examinations, insurance market reporting, and advises large employer groups on reserves for unpaid claim liabilities and carrier renewal negotiations.

Prior to joining the firm, Lisa held an actuarial leadership position overseeing the valuation of claim liabilities for the northeast region and held responsible positions in group and individual pricing, trend analysis, and financial forecasting.

Experience Highlights:

Lisa helps clients with a variety of issues including:

  • Financial forecasting and budgeting
  • Estimating incurred claims and analyzing healthcare cost trends
  • Valuation and certification of unpaid claim liabilities
  • Pricing health insurance benefits
  • Developing rates in commercial health insurance and Medicaid behavioral health markets
  • Examining carrier market conduct and compliance with state insurance laws and regulations
  • Analyzing the effect of legislation on insurers and the health insurance market
  • Advising Accountable Care Organizations on risk parameters and target setting for risk contracts
  • Estimating and modeling health insurance risk exposure and proposing risk mitigation strategies

Memberships and Committees:

  • Associate of the Society of Actuaries (ASA)
  • Member of the American Academy of Actuaries (MAAA)
  • Fellow of the Conference of Consulting Actuaries (FCA)


  • ASA