The team at UA Healthcare is comprised of professionals with extensive experience in the
healthcare industry. Within each client team, this industry experience is coupled with
specific disciplines including; benefits, risk management, investments and capital.
The strength and creative depth of this team allows us to pursue strategic opportunities
for our clients with confidence.
We have been executing healthcare strategies across a broad range of clients since 1963.
Scott Ringold,
CEO, UA Healthcare
In his position as CEO, Scott Ringold oversees the expansion of distribution outlets for UA Healthcare and coordinates the development of platform products and services. Scott’s organization in Indianapolis provides the administration for the Hospital Employee Benefits Association (HEBA) trust program which delivers unique group insurance solutions for over 200 healthcare institutions across the U.S.
Mr. Ringold’s credentials include experience as a sales executive with a number of highly regarded insurance companies, including CIGNA, Prudential and Anthem Life, and more than 20 years of leadership experience in the areas of employee benefits and human resource services.
Scott earned his Bachelor’s degree from Memphis State University and has a Master’s degree from the University of Cincinnati. He is a Registered Representative of G&W Equity Sales, Inc., a member firm of the FINRA, and holds a Securities Principal registration.
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Shawn Bogenrief,
MBA, CEBS, CMFC, CFP, Managing Partner, UA Healthcare
Shawn has 20 years of experience consulting with healthcare clients on their employee benefit programs including defined benefit and defined contribution retirement plans, executive compensation arrangements, medical, dental, life and disability benefits. He provides support and resources to advisor partners serving more than 100 healthcare clients.
Shawn holds a Bachelor’s degree in economics and finance from Ohio Northern University and an MBA from Ohio State University. He is a Chartered Mutual Fund Consultant (CMFC), an investment advisor and a Certified Financial Planner (CFP). In 1999, Mr. Bogenrief graduated from the Yale University International Association of Registered Financial Consultants and Financial Planning Consultants, Inc. and he is a regular attendee of the Ohio State University College of Law Creative Pension and Benefit Conference.
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James M. Mandel,
Managing Partner, UA Healthcare
Jim identifies and provides proactive solutions to assist advisor partners in meeting the needs and challenges of today’s healthcare industry. With a commitment to quality and attention to detail, he provides the resources necessary to assist employers in achieving their objectives.
An active member in a number of national healthcare associations, Jim also participates on several regional platforms involving healthcare and risk management practitioners. A frequent speaker to healthcare audiences, he is a recognized specialist on employee benefits, financial and risk management. Mr. Mandel is President of a FINRA-registered broker/dealer and serves on the boards of several firms involved in the healthcare industry. Jim acquired his education at the University of St. Thomas and the University of Minnesota in business administration and health sciences.
A strong practitioner of wellness, Jim lives with his wife, Gail, on a hobby farm in western Wisconsin.
Jim achieves results through application of his 30 years of experience and established, long-term executive and healthcare relationships. He strongly supports those who are committed to enhancing their capabilities and quality of service.
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P. Cosmo Smith,
United Advisors
Cosmo’s responsibilities include major partner/platform development, business strategy for UA and its
partner companies.
Prior to UA, Cosmo was Asset International’s principal strategist and led US, European and Japanese
investor groups in the recapitalization and founding of several businesses which became primary data and
information resources for the institutional investment, banking and financial communities. In addition,
Cosmo has held business development and investment posts with Skandia, CIGNA and J.P. Morgan. He received
his MBA from the University of Connecticut and lives with his wife, Holly, daughter, Phoebe, and three hound dogs, Briar,
Patch and Willy, in Wilmington, NC.
Cosmo brings extensive creativity to sales force and distribution channel development, branding and
marketing. He is generally focused on new business or product initiatives or where sound products need
unique positioning to existing and new channels of distribution. His working philosophy is that in order
to create a world-class organization, fundamental emphasis must be on continuously building and enhancing
the sales force. Further, that this sales force must have a cohesive brand that ultimately raises the
organization above all competitors and substitutes.
Because he is a key component in their creation, Cosmo is an aggressive defender of these new or
re-fashioned brands and works tirelessly to implement and continuously monitor and mentor their respective
sales forces. His only expectation is that the sales force believes in the brand as much as he does.
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Robert M Sedor, Jr,
United Advisors
Bob works with Cosmo on ensuring the proper structure and operations underlying each of UA’s
partner solutions. Because each solution involves multiple facets, from investment banking and
capital markets to marketing and technology, UA integrates a team of dedicated professionals
with each partner.
This not only requires a shared vision, but an operating structure that allows UA and its partners
the freedom to focus on what each does best toward a common vision. Bob ensures each partner
achieves that focus.
Prior to UA, Bob was the founder of several companies in asset management, technology, real
estate and sports & entertainment. He began his career with Bache, Halsey, Stuart, Shields &
Reynolds (predecessor of Prudential Securities) and quickly developed as an entrepreneur. He is
a graduate of Hamilton College (1980), has held the Certified Financial Planner (CFP) designation
since 1986 and is a member of ASPPA. Bob has extensive experience in all aspects of qualified
retirement plans and is also a General Securities Principal with FINRA.
Bob lives with his wife, Margie, and other best friend Barkley (their Weimaraner), in Endwell, NY.
Bob brings practical infrastructure and operations to all UA’s solutions. He is generally focused
on the execution, integrating UA and partner firm personnel and operations to achieve established
goals along the way. As a result, he is a core driver in each partnership’s concept, setup and
ultimate success.
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