Capital Link's staff is comprised of dedicated professionals who are experienced in assisting health centers with all aspects of growth. 

Leadership Team

Health Center Advisory Services

Primary Care Association & Partnership Services

Metrics & Analytics

Marketing & Communications

Finance & Administration

Community Health Center Capital Fund

 

Leadership Team 


Staff Photo Allison Website  

Allison Coleman, MBA
Chief Executive Officer

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-422-0350
Fax: 617-542-0191
TTY: 617-523-3609

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Allison Coleman, Chief Executive Officer, is one of the founders of Capital Link and is responsible for overseeing the organization’s services, provided through seven offices across the United States. Ms. Coleman also serves as the CEO of Community Health Center Capital Fund (Capital Fund), a non-profit organization that offers New Markets Tax Credit financing and direct loans for health centers nationally. Her leadership at Capital Fund led to the founding of Capital Link in 1998 to provide capital development expertise to health centers on a national basis.

Prior to her work at Capital Fund and Capital Link, Ms. Coleman worked for the Massachusetts Industrial Finance Agency (MIFA, now MassDevelopment), an issuer of tax-exempt bonds for educational institutions, human service providers, and small businesses in the State of Massachusetts, while also serving as Vice President of MassCare Capital, a nonprofit development affiliate of MIFA. Ms. Coleman holds a master's degree in business administration from the Yale School of Management and a bachelor's degree from Yale College. She is located in Capital Link’s Boston, Massachusetts office.


Staff Photo Susan Website  

Susan Petrie, MBA
Chief Operating Officer

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-422-0350
Fax: 617-542-0191
TTY: 617-523-3609
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Susan Petrie joined Capital Link in 2005 as the Director of Finance, Operations and Data, and now oversees all program, financial and administrative areas, including developing strategic partnerships with Primary Care Associations, foundations, and others interested in advancing community health center growth and financial sustainability. She works closely with Capital Link staff and partners to analyze health center trends and costs to help health centers identify areas for performance improvement, spearheading enhancements to Capital Link's proprietary database of nearly 10,000 financial audits. She is also responsible for the management of all financial and information systems functions at Capital Link, including accounting and financial reporting, contracts and grants management, payroll and human resources functions, budgeting, technology and information systems and office services.

Prior to joining Capital Link she was publisher of MIT’s Sloan Management Review journal where she directed editorial, circulation, and business operations and managed a staff of ten. At International Data Group, a $3 billion global information services provider, Ms. Petrie managed worldwide financial planning and analysis in her role as corporate vice president and member of the firm’s Executive Committee.

Ms. Petrie earned a Master of Business Administration and Bachelor of Science in finance with highest honors from Babson College and is located in Capital Link’s Boston, Massachusetts office.

 

Health Center Advisory Services 


Staff Photo Jonathan Website  

Jonathan Chapman, MBA
Director of Community Health Center Advisory Services

P.O. Box 343
Windsor, CO 80550-0343

Tel: 970-833-8513
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Jonathan Chapman rejoined Capital Link in November 2015 as Director of Community Health Center Advisory Services. In this role he supports the organization's project consultants in capital development and operational analyses with community health centers.
 
He formerly served as Executive Director of the Louisiana Primary Care Association (LPCA) where he developed various technical assistance programs and helped member health centers and partner organizations navigate the complex health care, political, and financial environments. During his tenure, the LPCA established a legislative caucus, implemented a Health Center Controlled Network (HCCN), initiated an Independent Practice Association (IPA), completed a $110 million health center expansion initiative, and purchased a new LPCA facility.

Prior to joining the LPCA, Mr. Chapman worked for Capital Link as a Project Consultant and assisted Primary Care Associations and health centers around the country with market assessments, capital campaigns, and financial feasibility studies. Mr. Chapman also has experience with the Louisiana Department of Health and Hospitals and pharmacy management.

In addition to having earned both a BA degree in marketing and MBA from Southeastern Louisiana University, he has completed multiple health care executive programs and is currently enrolled in a predictive analytics program. He is located in Capital Link’s Colorado office.


Staff Photo Cindy Website  

Cindy Barr, EDAC
Operations & Facilities Planner

140 Hummingbird Lane
Shepherdstown, WV 25443

Tel: 304-876-6996
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Cindy Barr joined Capital Link as a project consultant in 2005. Since them, Ms. Barr has assisted over 120 health centers translate their program and staffing objectives into functional spaces, utilizing the operational model most effective within their communities. During the last five years, a particular focus has been facilitating the change process necessary to integrate conversion to an electronic health record, transform to the Patient Centered Medical Home (PCMH) model of clinical care delivery, and develop facilities that support team-based, technology-enhanced operations. Ms. Barr works with health centers remotely and on-site to maximize existing facilities during operational change and system growth; as well as during the capital development process beginning with pre-planning and design, then moving through the transition process to full utilization of new, expanded or renovated facilities.

Ms. Barr has extensive experience in inpatient and outpatient clinical services, health care administration, capital project management and functional space programming. Ms. Barr holds a Bachelor of Arts from Shepherd College in West Virginia and a Graduate Certificate in Healthcare Administration from West Virginia University. She is accredited and certified by the Center for Health Design in Evidence Based Design. Ms. Barr operates out of Capital Link’s West Virginia office.


Adrienne Cooksey  

Adrienne Cooksey, MBA
Associate Project Consultant

P.O. Box 343
Windsor, CO 80550-0343

Tel: 970-833-8513
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Adrienne Cooksey joined Capital Link in June 2018.  She supports the Project Consultant Team in providing technical assistance and advisory services to health centers, PCAs, and consortia. Ms. Cooksey works closely with other consultants to develop New Markets Tax Credit and other financing programs, market assessments, forecasts, business plans, and finance and operations improvement programs.

Prior to joining Capital Link, Ms. Cooksey worked in personal banking at US Bank, and most recently served as Finance & Administration Manager at Pro Tech International, where she was responsible for tracking, analyzing, and projecting cash flow for US and international operations and for preparing and analyzing financial statements.

Ms. Cooksey received both her Bachelors of Arts in Communication Studies and MBA degrees from Colorado State University. She is located in Capital Link's Colorado office.


ODear  

Olivia Dear, MPA
Project Consultant

P.O. Box 242
Bunkie, LA 71322

Tel: 713-264-1344
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Olivia Dear joined Capital Link in June, 2018 as a Project Consultant. She works directly with health centers providing a variety of technical assistance, including operational improvement, strategic planning, revenue cycle management, and workflow mapping. 

Olivia has over 25 years of health care management experience with extensive operational and executive management expertise in a variety of service delivery settings. She is the founder and principal of Dear Healthcare Consulting (DHC Consulting) where she provided performance improvement solutions to healthcare organizations to improve quality, increase revenue, reduce expenses, and increase physician, patient, and employee satisfaction. Clients included: FQHCs, small group physician and community clinic practices, primary and specialty care service divisions and state and local governments. Ms. Dear has proven results in helping clients develop innovative programs, improve performance, comply with complex regulations (FQHC, AAAHC, NCQA, Medicaid, Medicare) reduce costs, recover from distress, leverage technology, and stimulate growth.

Ms. Dear has held the following positions: Chief Executive Officer of Good Neighbor Federally Qualified Healthcare Center in Houston, Texas; President and CEO and Chief Operating Officer of Harris County Healthcare Alliance, a coalition of over 50 healthcare member organizations whose intent is to serve as a coordinating vehicle for providers of indigent care, to facilitate efficient service delivery and to bring in additional resources to support indigent healthcare costs in Houston, Texas.

Ms. Dear earned a Bachelor’s degree and a Master’s in Public Administration from Louisiana State University. She is located in Capital Link’s Louisiana office.


DaveKleiber  

Dave Kleiber
Project Consultant

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Dave Kleiber joined Capital Link in May 2004 as a Project Consultant, providing health centers and Primary Care Associations with a variety of technical assistance, including market assessments, feasibility analyses, financial forecasts, and business plans. Prior to joining Capital Link, he held various positions at Cascadia Revolving Fund, a Community Development Financial Institution based in the Pacific Northwest. Starting there in 1996, he was a Portfolio Manager, Senior Lender and then Associate Director before designing and implementing Cascadia's Rural Development Investment Fund (RDIF). 

Mr. Kleiber also worked in the wood products industry and as an Assistant Vice President at Rainier National Bank, Seattle, in their Corporate Banking Group. From there, he spent three years in Nepal serving in the Peace Corps and working with the World Bank and United Nations Development Program. Mr. Kleiber earned his Bachelor of Science degree from Michigan State University and later went on to obtain his Master's of Business Administration from the University of Washington. He re-located to Australia in 2014.


DMcGillivray  

Duncan McGillivray, MBA
Project Consultant

13347 Silktail Drive
Naples, FL 34109

Tel: 786-496-2004
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Duncan McGillivray joined Capital Link in June 2018 as a Project Consultant. In this role, Duncan works directly with health centers to assist them by providing a variety of capital management advisory services including New Markets Tax Credit advisory, capital campaigns, pro forma and other performance evaluation analysis, financial planning, market assessments, feasibility analysis and business plan advisory.           

Prior to joining Capital Link Duncan served as the Chief Operating Officer and Senior Vice President of a U.S. Treasury licensed national community development entity he co-created named Healthcare Community Development Group which provided New Markets Tax Credit project financing advisory to eligible hospitals in all 50 states. Mr. McGillivray has approximately 30 years of applicable professional experience including work for Union Bank, Morgan Guaranty Trust, Bank of America, Bank of California and business valuation expertise. Mr. McGillivray’s business valuation expertise includes experience valuing companies in a wide range of industries and capital structures. Other consulting experience includes work for a Fortune 500 Company, an international buy-outs company as an M&A advisor, a former publicly-traded Healthcare Information Services company and a cardiac device design company. Mr. McGillivray is a former owner and CEO of two Medicare licensed outpatient facilities.

Duncan received his B.A. from Pomona College and his MBA from Columbia University. He is located in Capital Link’s Naples, Florida office.


Staff Photo Tony Website  

Tony Skapinsky, MBA
Project Consultant

979 Osos Street
Suite B-3
San Luis Obispo, CA 93401

Tel: 805-544-2355
Fax: 805-544-7919
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Tony Skapinsky joined the staff of Capital Link as a Project Consultant in May 2004. In this capacity, Mr. Skapinsky works directly with health centers by providing a variety of technical assistance, including market assessments, feasibility analyses, financial forecasts and business plans. Mr. Skapinsky also works with state primary care associations to provide data analysis and program development related to community health center capital projects.

Prior to Capital Link, Mr. Skapinsky worked for five years as a Business Lender for Cascadia Revolving Fund, a community development financial institution located in Seattle, Washington. Mr. Skapinsky’s background also includes a position as Deputy Director/Program Director with the Alistar Foundation, in which he oversaw several community enterprise development programs in rural Nicaragua. In the late 1980’s, Mr. Skapinsky spent several years with the US Peace Corps in Costa Rica as a Cooperative Business Consultant before becoming Program Manager for USAID’s rural community facility grant program in Costa Rica.

Mr. Skapinsky received an MBA from the University of California at Berkeley. He is located in Capital Link's California office.


Staff Photo Mark Website  

Mark Lurtz
Senior Director of Partnership Development

2158 Roselake Circle
Cottleville, MO 63376

Tel: 636-244-3082
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Mark Lurtz joined Capital Link in April 2000, providing direct project planning assistance to health centers and Primary Care Associations in the Midwest and later took on the management of Capital Link’s marketing activities for four years. In 2008, Mr. Lurtz was promoted to Director of Marketing & Project Consulting. In this capacity, he led Capital Link’s health center project consulting, marketing and outreach activities nationally. In 2015, he transitioned to Senior Director of Partnership Development, responsible for collaborating with key partners to increase Capital Link's impact, including the Bureau of Primary Health Center, Health Resources and Services Administration (HRSA), Primary Care Associations/Health Center Controlled Networks, the National Association of Community Health Centers and other organizations interested in furthering community-based health care. 

Prior to joining Capital Link, Mr. Lurtz served as Economic Development Specialist for the Economic Development Council for Springfield and Sangamon County, Illinois. His responsibilities included project management of business retention and expansion projects. Project assistance included needs assessments from business visitations, guidance with site selection and professional consultant referrals, assistance in identifying financial resources, and project specific assistance.

In addition, Mr. Lurtz has training in marketing and over four years experience working as a Market Research Analyst for DIMAC Direct and a Marketing Coordinator for RBF-St. Louis. Mr. Lurtz received his Bachelor of Science degree in business administration - marketing from Central Missouri State University. He is located in Capital Link's Missouri office.

 

Metrics & Analytics


Jen Saber 2           

Jennifer Saber
Director of Data and Analysis

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-422-0350
Fax: 617-542-0191
TTY: 617-523-3609
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Jennifer Saber joined Capital Link in 2018 as Director of Data and Analysis. Ms. Saber provides guidance on developing and using the organization’s proprietary database to conduct data analyses and translate the findings to aid in challenges and opportunities for the community health center industry. Ms. Saber also coordinates and oversees the organization’s information systems and guides development of existing and new technical strategies.

Ms. Saber brings more than two decades of technology, support and management experience to Capital Link. Prior to joining Capital Link in 2018, Ms. Saber was Senior Vice President of Information Technology for Kaspersky Lab leading and managing the business support systems, infrastructure and services groups. Preceding Kaspersky Lab, Jennifer held management positions in the technology, financial, and property management industries.

Ms. Saber holds a Master of Business Administration (MBA) degree from the University of Massachusetts and a Doctor of Business Administration (Dr.B.A.) from Walden University. She is located at Capital Link’s Boston, Massachusetts office.


Staff Photo Elena Website  

Elina Jakobson
Database Developer

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-422-0350
Fax: 617-542-0191
TTY: 617-523-3609
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Elina Jakobson joined Capital Link in October 2014. She is responsible for developing reports and systems for Capital Link’s data warehouse. She also assists in various reporting and data needs, working closely with the Finance, Operations and Data staff.

Prior to joining Capital Link, Ms. Jakobson worked as a SQL Developer at State Street Bank and Trust Company.

Ms. Jakobson received a Bachelor of Science degree in mathematics and a master’s degree in physical chemistry from St. Petersburg Polytechnic University in St. Petersburg, Russia. She is located in Capital Link's Boston office.


ACocchia 

 Americo Cocchia
Financial Analyst

40 Court Street, 10th Floor

Boston, MA 02108

Tel: 617-422-0350
Fax: 617-542-0191
TTY: 617-523-3609
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Americo Cocchia joined Capital Link in October 2017. He is responsible for preparing and analyzing financial analyses on community health centers and other various reporting and data needs. He also works with the Advisory Services team on analysis projects.

Prior to joining Capital Link, Mr. Cocchia worked as a Senior Financial and Accounting Analyst for a Boston based non-profit that focused on health care for seniors. His responsibilities included managing portfolios for three health centers.

Mr. Cocchia received a Bachelor of Science degree in Business with a concentration in Accounting from Salem State University. He is located in Capital Link’s Boston office.


Marketing, Communications, & Development  


Staff Photo Peg Website            

Peg Underhill, MBA
Director of Marketing, Communications, & Development

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-422-0350
Fax: 617-542-0191
TTY: 617-523-3609
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Peg Underhill joined Capital Link in November 2009 as a Communications Manager and was promoted to Development and Communications Director in 2013. In 2015, she was promoted to Director of Marketing, Communications, and Development, responsible for developing the organization's marketing and communications strategies as well as supporting Capital Link’s fund development goals, consistent with our mission.

Prior to joining Capital Link, Ms. Underhill held marketing and fund development roles for a variety of industries. She worked as a marketing consultant for Fidelity Investments, a marketing and communications director for Allmerica Financial, and an advertising director for Talbots. In the non-profit sector, she managed institutional and corporate giving for Hale Reservation and held fundraising and public relations positions at the Museum of Fine Arts, Boston.

Ms. Underhill received a Master of Business Administration from Boston University and is located in Capital Link’s Boston office.


Staff Photo Meredith Website  

Meredith Tzouros
Marketing & Communications Manager

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-422-0350
Fax: 617-542-0191
TTY: 617-523-3609
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Meredith Tzouros joined Capital Link in December 2013. She is responsible for implementing the organization’s marketing strategies and developing a range of communications in order to support the organization’s mission.

Prior to joining Capital Link, Ms. Tzouros worked as a freelance marketing specialist and copywriter. Prior to that, she was Marketing Manager at the Institute for Healthcare Improvement, a not-for-profit organization focused on improving patient safety and healthcare quality. Ms. Tzouros has also held marketing and health communication positions at Eliza Corporation, Network Health, and Dana-Farber Cancer Institute.

Ms. Tzouros received a master's degree in health communication from Emerson College and Tufts University School of Medicine. She is located in Capital Link's Boston office. 


Joanna Toomey original  
 

Joanna Toomey 
Marketing & Communications Manager

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-422-0350 
Fax: 617-542-0191
TTY: 617-523-3609
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

 

 

 

 

 

 


Joanna Toomey joined Capital Link in March 2017. She is responsible for implementing the organization’s marketing strategies and developing a range of communications in order to support the organization’s mission.

Prior to joining Capital Link, Ms. Toomey worked as the operations and communications manager for the Better Business Bureau of Central New England. Previous to that she worked as a legal assistant for a personal injury law firm. Ms. Toomey also held communications positions at Sikorsky Aircraft and The Hole in the Wall Gang Fund.

Ms. Toomey received a Bachelor of Arts degree in communications from Quinnipiac University. She is located in Capital Link’s Boston office. 

 

Finance & Administration


LZiazikova  

Lorenda Ziazikova
Accounting Director

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-422-0350
Fax: 617-542-0191
TTY: 617-523-3609
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Lorenda Ziazikova joined Capital Link in March 2016 as the Accounting Manager, in 2018 she was promoted to Accouting Director. She is responsible for leading external annual audits, producing accurate financial statements, grants management, maintaining and updating internal financial controls, and overseeing all aspects of the accounting and human resource functions for Capital Link and Community Health Center Capital Fund.

Prior to joining Capital Link, Ms. Ziazikova worked for eight years as a senior financial expert at several leading real estate and asset management firms in the Boston area.

Lorenda holds a dual degree in political science and economics from Boston College and an MBA from Imperial College London. She is located in Capital Link’s Boston office.


SZhao   Sally Zhao
Staff Accountant

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-422-0350
Fax: 617-542-0191
TTY: 617-523-3609
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Sally Zhao joined Capital Link in May 2018. She is responsible for processing accounts payable, generating invoices for all revenue and monitoring accounts receivables, assisting with monthly closing and annual audits, and reconciling reimbursement reports.

Prior to joining Capital Link, Ms. Zhoa worked for several years as a staff accountant for a local promotional product distributor and was responsible for a variety of accounting tasks including processing accounts payable transactions and monitoring and analyzing reports for non-recurring expenses.

Ms. Zhoa hold a Bachelor of Business Administration in accounting from University of Massachusetts, Amherst. She is located in Capital Link’s Boston office. 


Ally Butler  

Allyson Butler 
Program Coordinator

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-422-0350
Fax: 617-542-0191
TTY: 617-523-3609
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Allyson Butler joined Capital Link in April 2016. She is responsible for assisting the senior leadership team with the organization’s program activities including: business development, budgeting, revenue forecasts, marketing, operations, and conference and presentations planning.

Prior to joining Capital Link, Ms. Butler worked as an Executive Assistant in the Maine office of the Muscular Dystrophy Association and at Shankman & Associates law firm. 

Ms. Butler received a Bachelor of Arts degree in political science with a focus on pre-law from the University of Maine. She is located in Capital Link's Boston office. 

 

Community Health Center Capital Fund


Staff Photo Brandon Website  

Brandon Boyle, MBA 
Director of Loan Programs, Capital Fund

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-988-2265
Fax: 617-542-0191
TTY: 617-523-3609
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Brandon Boyle joined Community Health Center Capital Fund in February 2016. He is responsible for developing and managing Capital Fund’s lending programs, which include capital-raising, underwriting, negotiating, and structuring community health center capital project loans, asset management, and compliance. Additionally, he manages Capital Link’s New Markets Tax Credit GO Zone program and Capital Fund’s tax-exempt bond program for Massachusetts health centers. As director, Mr. Boyle is directly involved in all strategy development for the Capital Fund.

Previously, Mr. Boyle served six years at Root Capital, first as Director of Lending Operations and then as Vice President of Loan Operations. He was responsible for managing an $86 million commercial loan portfolio with over 200 loans for this international loan fund. He also served four years in successive roles at Capital District Community Loan Fund—including Loan Officer, Senior Loan Officer, and Director of Lending—where he gained underwriting and loan management expertise lending to nonprofits and small businesses in the Albany, NY area. Prior experience also includes positions at Massachusetts Housing Partnership and Washington Mutual Bank, and two years of service in the Peace Corp in the Kyrgyz Republic. 

Mr. Boyle holds a Master of Business Administration and a Master of Public Administration from the State University of New York at Albany.


JCoppola  

Jake Coppola
Lending Assistant

40 Court Street, 10th Floor
Boston, MA 02108

Tel: 617-988-2234
Fax: 617-542-0191
TTY: 617-523-3609
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Jake Coppola joined Community Health Center Capital Fund in June 2018. He is primarily responsible for monitoring loan portfolio payment receivables and payments, analyzing annual borrower financial statements, preparing portfolio performance reports, and tracking loan and grant reporting and compliance.

Previously, Mr. Coppola worked as a loan servicing support specialist for a credit union where he assisted with duties related to processing home equity loans and mortgage insurance. Prior to that Mr. Coppola worked for several years as a bank teller where he monitored and analyzed personal and corporate financials.

Mr. Coppola holds a Bachelor of Science in economics from University of Massachusetts, Amherst.