Steven Sera AAMS®
Managing Member, Catalina Wealth Partners
Steven Sera is Chair of the MHC Healthcare Board of Directors, NACHC Grassroots MVP Award recipient, and the Managing Member of Catalina Wealth Partners, LLC based in Marana, AZ.
Steven has served in multiple leadership roles including Chair of the Compliance Committee, Treasurer, and Chair of the Finance Committee. He has extensive experience in the financial services industry with a track record of success in leadership roles. He earned the prestigious US Bank Pinnacle Award in 2008 and the Top Branch Manager award with JP Morgan Chase in 2010 and 2011 before starting a successful career as a wealth management advisor and entrepreneur.
Steven is a constant and motivated advocate. He supports the growth and advancement of health centers across the country as a speaker at NACHC conferences and by contributing to multiple published articles on topics ranging from board leadership, financial oversight, CEO partnership, governance, and health center advocacy.
Appearances
DateAugust 29, 2022The inequities exposed by the pandemic underscored the continued importance of the health center board model – one that is patient-majority, diverse, and community-based. At the same time, boards and CEOs are reporting that recruiting and engaging board members is more challenging than ever…Speakers
Vernetta Walker, JDPresident and CEO, Vernetta Walker & Associates Consulting, Inc.Steven Sera, AAMS®Managing Member, Catalina Wealth PartnersModerator
Emily Heard, MADirector, Health Center Governance Training, NACHC
DateAugust 30, 2022Attend this session to hear from health center executives about how their organizations took their 340B programs to the next level by identifying, evaluating, and pursuing opportunities to use 340B drugs…Moderator
Associate Vice President, Policy & Regulatory Affairs, NACHCSpeakers
Chief Executive Officer, SWLA Center for Health ServicesSue Veer, MBAPresident and CEO, Carolina Health Centers, Inc.Pharmacy Director, Unity Care NorthwestSteven Sera, AAMS®Managing Member, Catalina Wealth Partners
