Residual Ownership Lease (Tax-Exempt)

Bert served as Intermountain Health’s ($14+ billion integrated health system headquartered in Salt Lake City, Utah) EVP and Chief Financial Officer for almost 20 years, beginning in 2003 until his retirement as an employee in 2023, during which time he had various oversight responsibilities, including serving on the SelectHealth ($5 billion health insurance company) and Intermountain Community Care Foundation, and Intermountain Healthcare Foundation boards for over 15 years. During his tenure Intermountain obtained and retained the highest financial ratings in healthcare; AA+ from S&P and Aa1 from Moody’s. He also was the architect of Intermountain Health Ventures and chaired its board from the time it was established until recently. He continues to serve on the Culmination Bio, Inc. board of directors and chairs the Intermountain Healthcare Foundation board of trustees. Bert serves on the boards of several private companies, including the Health Management Academy, Nevada Behavioral Health, and Fairview Pharmacy Solutions, and serves as an advisor to several private equity organizations and one start-up organization focused on the early identification of autism. He chairs the Board of Directors of Sequelie, Inc, dba Lore Health, which is seeking to improve lives by addressing everyday mental health issues. Along with four other partners/owners, he participates in developing, constructing, and operating retirement living centers in the Intermountain West. Prior to his tenure at Intermountain Health, Bert was a partner at Ernst & Young in Houston, Texas, and served as the Chief Financial Officer for Memorial Hermann Healthcare and Houston Methodist Healthcare, both located in Houston, Texas. He graduated from the University of Wisconsin in Madison, Wisconsin where he obtained an MBA and BBA. He obtained the Elijah Watts Sells Award for obtaining the second highest score in the nation when he passed the CPA exam. Bert and his wife of over 42 years, Lynnie, have three adult sons and enjoy traveling and outdoor activities, particularly hiking and snow skiing, along with supporting community based charitable organizations, principally those that support children and families.

Bert served as Intermountain Health’s ($14+ billion integrated health system headquartered in Salt Lake City, Utah) EVP and Chief Financial Officer for almost 20 years, beginning in 2003 until his retirement as an employee in 2023, during which time he had various oversight responsibilities, including serving on the SelectHealth ($5 billion health insurance company) and Intermountain Community Care Foundation, and Intermountain Healthcare Foundation boards for over 15 years. During his tenure Intermountain obtained and retained the highest financial ratings in healthcare; AA+ from S&P and Aa1 from Moody’s. He also was the architect of Intermountain Health Ventures and chaired its board from the time it was established until recently. He continues to serve on the Culmination Bio, Inc. board of directors and chairs the Intermountain Healthcare Foundation board of trustees. Bert serves on the boards of several private companies, including the Health Management Academy, Nevada Behavioral Health, and Fairview Pharmacy Solutions, and serves as an advisor to several private equity organizations and one start-up organization focused on the early identification of autism. He chairs the Board of Directors of Sequelie, Inc, dba Lore Health, which is seeking to improve lives by addressing everyday mental health issues. Along with four other partners/owners, he participates in developing, constructing, and operating retirement living centers in the Intermountain West. Prior to his tenure at Intermountain Health, Bert was a partner at Ernst & Young in Houston, Texas, and served as the Chief Financial Officer for Memorial Hermann Healthcare and Houston Methodist Healthcare, both located in Houston, Texas. He graduated from the University of Wisconsin in Madison, Wisconsin where he obtained an MBA and BBA. He obtained the Elijah Watts Sells Award for obtaining the second highest score in the nation when he passed the CPA exam. Bert and his wife of over 42 years, Lynnie, have three adult sons and enjoy traveling and outdoor activities, particularly hiking and snow skiing, along with supporting community based charitable organizations, principally those that support children and families.