David Klein Brings Health Care Experience, Leadership, and Passion

Unmatched Health Care and Governance Expertise

Here is sampling of his very relevant health care background from his remarkably successful career:

  • More than 10 years as CEO of a multi-billion-dollar, not-for-profit health plan company and delivery system
  • Served as CEO of a health plan covering 2 million members including Medicare and Medicaid beneficiaries
  • Managed a medical group caring for 140,000 patients
  • Founded and served as CEO of long-term care insurance company
  • Serving as vice chair and incoming chair of Boston-based not-for-profit health plan caring for 40,000 very frail, dually eligible Medicare and Medicaid patients
  • Served as chair of the New York State health information exchange enabling interoperability of electronic medical records for 90% of New York residents
  • Serving as special advisor to the medical center CEO/Dean of the University of Rochester School of Medicine and Dentistry
  • Was founding director of the very successful Landmark Health, home visiting medical group and Avalon Health, lab benefit management company
  • Led urgent care center, home care agency, hospice, retail pharmacy, specialty pharmacy, optical shop, and durable medical equipment provider operations

His health care and non-health governance record includes

  • Governance experience serving as chair, lead director or member of the boards of many not for profit and for-profit health care companies
  • Currently serving as a director of NASDAQ traded CTG, digital solutions company
  • Currently serving as lead director of venture fund owned Cogito, an artificial intelligence based call center management company
  • Currently serving as director of venture fund owned Transparent Health Marketplace, which uses auctions to price medical services
  • Currently serving as director of venture fund owned Honest Medical Group, which enables physician groups to assume financial risk when caring for Medicare patients
  • Currently serving as an advisor to three health care venture or private equity funds

David's academic work is relevant too:

  • Holds an MBA from University of Chicago in Health Administration and Finance
  • Currently appointed a Professor of Public Health Sciences at School of Medicine and Dentistry and Executive Professor of Health Care Management at Simon Business School at the University of Rochester

David Klein at a Glance

  • Four-decade career leading numerous health care and health plan companies
  • Served as CEO of a multi-billion-dollar health plan company with almost 2 million members
  • Served as CEO of health care delivery system with over 140,000 patients
  • Knows governance
  • Knows Lee Health System and Lee County
  • Has track record of locally making a difference
  • Fills a void on the board as they face significant issues
  • Lee Health System needs him given its challenges

Deep Knowledge of Lee Health System and Lee County

David Klein is deeply invested in Lee Health System and Lee County:

  • Serving as an active community member of the Lee Health System Board Finance and Investment Committee
  • Attending most Lee Health System Board meetings as an observer for the past three years
  • Serving as pro bono senior strategy advisor to the Lee Health System executive management team and meeting monthly with the COO and CFO
  • Serving as a director of Lee Health System Foundation raising charity for the Regional Cancer Center
  • Serving as a director of United Way of Lee County
  • Serving as a member of the Lee County Ad Hoc Steering Committee on Behavioral Health and Substance Use Disorders
  • Serving as a community advisor with Lee Health System, United Way, Collaboratory and FGCU working with Lee County to develop a Coordinated System of Care for Behavioral Health
  • Serving as a senior advisor to FGCU Marieb College of Health and Human Services to develop a Senior Care Planner program to assist seniors to “age at home”
  • Serving as an pro bono, senior strategy advisor to Cypress Living Retirement Community
  • Serving as a community advisor to the Evangelical Church New Life Dream Substance Abuse Treatment Center

Recognized for his Health Care Industry, Business and Community Leadership and Contributions

David has been a health care industry leader serving as:

  • Director of national BlueCross BlueShield Association
  • Chair of Blue Caucus which represented the interests of not-for-profit BlueCross BlueShield Plans
  • Director and Executive Committee Member of America’s Health Insurance Plans, national trade association
  • President of University of Chicago Health Administration Alumni Association

He has been a business leader serving as secretary or vice-chair of:

  • Business Council of New York State
  • Rochester Business Alliance
  • Greater Rochester Enterprise
  • Rochester Downtown Development Corporation

He has been a community leader serving as:

  • President of local Boy Scout Council having been named a Distinguished Eagle Scout and receiving Silver Beaver and Silver Antelope awards
  • Chair of United Way of Greater Rochester having received their Tocqueville Award and being named New York State United Way Volunteer of the Year
  • Chair of the American Cancer Society Hope Lodge Capital Campaign and recipient of their Champion of Hope award

He has had a special commitment to end of life care:

  • To honor David’s dedication to appropriate end-of-life care, upon his retirement, his employer, The Lifetime Health Care Companies created the David H. Klein Center for Compassion and Healing