Trusted Advisors


Ted Stack

Mark Gaeto

Jonathan Hart

Ish Khan

Natasha O’Connell

Rob Purcell

Don Wanner

Steve Wasylenko

Emma Coakley

Jugat Singh

Partner Emeritus

Carl Witonsky has over 35 years of health care operational and venture capital experience. Prior to joining Falcon, Carl was the Managing Director of The Flying W Fund, a satellite group of St. Paul Venture Capital, where he focused on investments in healthcare information technology. Carl served as Chairman of the Board of Sentillion, Inc, prior to its sale to Microsoft, Integrated Medical Management prior to its sale to Advanced Health, CEO of MediCode prior to its sale to United Healthcare, Chairman of the Board of Pace Health Management prior to its acquisition by 3M, CEO and Chairman of the Board of GMIS, the leading provider of fraud and abuse software for the health care payor industry (now McKesson/HBOC), prior to and during its initial public offering and a board director of Healthland and iSirona, both HIT companies, prior to their sale to CPSI and Nant Health, respectively.

Carl started in the health care sector with Shared Medical Systems (now Cerner) where he was the Senior Vice President of Development and Operations. In addition, Carl was an Advisory Systems Engineer and Marketing Manager at IBM. Carl spent 5 years as the healthcare advisor to the University of Pennsylvania’s Wharton School’s Small Business Development Center. Carl is currently a director of Claros Analytics, an actuarial based software development focused firm on providing real time tools for developing and simulating healthcare insurance plan options, costs and risks.

Carl is a graduate of Albright College with a BS degree in Math and Physics as well as a graduate of IBM’s Systems Research Institute.

Keith brings nearly 30 years of diversified experience as a senior operating, sales and marketing executive within the healthcare services and medical device industries. Keith was the Founder, President and CEO of the venture backed company Group Practice Services Corporation (GPSC). GPSC was one of the nation’s largest operators of in-office ancillary programs and services for physician group practices including clinical laboratories, diagnostic centers and disease management programs.

Keith began his career with Union Carbide, in their cryogenic/respiratory therapy business known today as Lincare (AMEX: LNCR). After eight years pioneering and building the home respiratory market, Keith was recruited by Foster Medical to help build their home healthcare division into a leading national provider. Keith was intimately involved in the company’s M&A initiatives as well as the restructuring of the company after the acquisition by Avon Products and its ultimate merger with Abbey Medical (now Apria NYSE: AHG). Keith has been a member or numerous private company boards.

He earned his BS degree in Business Administration from Catawba College.

Operating Partners

Strategic and operational advice augments our investment banking services. We are proud to partner with the following proven executives to leverage their experience, insights, and knowledge to help us become better advisors in the markets that we know best.

Anthony is a seasoned healthcare information technology executive with experience in both large corporate and small entrepreneurial settings. Today, Anthony is CEO and Founder of McCarley International, a company focused on assisting executives, organizations and athletes to reach their full potentials. Prior to founding McCarley International Anthony was the CEO of InteHealth, a company he lead from a small entrepreneurial organization to its eventual sale to NTT Data Systems. Anthony was also a Senior Vice President at McKesson Corporation where he held numerous positions in both their provider and payer focused business units culminating in running GMIS, McKesson’s payer service business. Anthony is also an accomplished long distance swimmer. He was the 59th person over the age of 50 to swim the English Channel and went on to complete the “Triple Crown of Marathon Swimming”, swimming the English Channel, Circumnavigating Manhattan Island and Crossing the Catalina Channel. All accomplished in less than one year which earned him the nomination for the 2014 Global Marathon Swimmer of the Year award in the Most Impressive Overall Year category. Anthony continues his Marathon Swimming endeavors with recent swims crossing the Strait of Gibraltar between the continents of Europe and Africa and the Cook Straight in New Zealand.

Eric Rubino brings over 30 years of experience in the Information Technology industry and a wealth of leadership and entrepreneurial expertise, in one of Falcon’s fastest growing areas of focus. He currently serves as President and CEO of Ohana Companies, a promotional marketing company and reward fulfillment provider that develops, implements, and manages brand loyalty solutions. Over his career, Eric has held senior level management positions in several successful, high-growth businesses, managing and supporting internal operations, compliance and sales. Prior to coming to Ohana, Eric was Chief Operating Officer at InfoLogix, Inc., a leading mobile technology provider in the healthcare and commercial markets, eventually purchased by Stanley Black & Decker in early 2011. Eric also was Chief Operating Officer of Neoware Inc., a $100 million thin client computing company, helping lead the company’s growth to their acquisition by Hewlett-Packard Company. Eric began his career at SAP Americas and spent 12 years with the firm, most recently as Executive VP and COO, helping grow the firm from approximately $10 million to more than $3 billion in total revenues. Eric earned his B.S in marketing from Rider University, his MBA in Finance from St. Joseph’s University, and his JD in law from the Widener School of Law. He serves on the boards of several technology companies and is a member of the Board of Trustees at the Academy of Notre Dame de Namur, a Philadelphia based, Catholic, independent college preparatory school.

Pat has over 32 years of banking industry experience, working with growth oriented companies in the Mid-Atlantic region. Pat is currently an Executive Vice President, Pennsylvania Market President, and member of the Board of Directors of WSFS Financial Corporation. He founded and previously served as Chairman of the Board and Chief Executive Officer of Penn Liberty Bank. He was an Executive Vice President of Citizens Bank of Pennsylvania from January 2003 until January 2004, overseeing and managing specialized industries, including Government Banking, Professional Banking and Not-For-Profit Businesses in the Mid-Atlantic region, as well as the Chairman and President of Citizens Bank in Delaware and a member of the Citizens Financial Group Executive Policy Committee. Previously, Pat served as President and Chief Executive of Commonwealth Bancorp, Inc., the holding company for Commonwealth Bank, until its acquisition by Citizens Bank in January 2003. He joined Commonwealth in 1992 as Senior Vice President and Chief Financial Officer. Under Pat’s leadership, Commonwealth Bank grew to $1.8 billion in assets with 61 branches throughout eastern Pennsylvania. Prior to joining Commonwealth, Pat held a variety of positions at Mellon Bank in Pittsburgh, Pennsylvania, including Vice President and Controller of Mellon Bank’s Wholesale Banking Group and Vice President and Controller of its Retail Banking Group. Pat is active in the community and serves on the Board of Directors of the Philadelphia Police Athletic League, the Chester County Chamber Foundation, and the Board of Trustees for Cabrini College, and formerly served on the Board of Directors of the Federal Home Loan Bank of Pittsburgh and Economics Pennsylvania. Pat is a graduate of Carnegie Mellon University with a Bachelor of Science degree in economics and earned an MBA from the University of Notre Dame.

David has been active in the health insurance arena for over 35 years and is recognized as a leading expert in stop-loss insurance, healthcare reinsurance, and healthcare insurance underwriting. He is the founder and President of Windsor Strategy Partners, a specialized healthcare strategy firm helping clients develop and implement strategic growth initiatives. David has been a strategic advisor to start-up and established companies in the health insurance field. He has been a business faculty member for the Society of Actuaries Intensive Seminar in Applied Statistics from 1991 through 1999 and is a frequent speaker at actuarial and insurance industry meetings.