LIFESTAR ADVISORS

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CEO / Managing Partner

After over 20 years of senior executive management experience spanning both private and public / international companies, Lay founded The Emeritus Group in 1995 providing IT systems design and development services to private clients and Fortune 500 corporations. Beginning late in 2001, Emeritus focused its efforts on the emerging US Life Settlement industry. As a result, Emeritus was the first company to develop a life settlement portfolio econometric analysis and management system (Paradigm) in 2004. The company today is a recognized leader in the design and development of insurance-linked securities and life settlement structured portfolios. LifeStar Advisors represents an extension of Emeritus’ longstanding industry experience and is focused on policy sourcing for the international investor market. Lay has also held senior corporate management positions with NV Philips, Eindhoven, Netherlands and Affiliated Distributors, King of Prussia, PA, and most recently served as Chairman and CEO of Emeritus Capital Partners, LLC – New York.  Lay is member of the Illuminating Engineering Society, NA and has been an advisor to the University of Tennessee (UTK) College of Arts and Sciences in various capacities since 1974.

COO / Managing Partner

Andrew Murphy has been a principal of the commercial real estate finance firm The Murphy Agency LLC for over 25 years. The firm is also a licensed insurance broker, affiliated with Allstate Insurance Company. Murphy has been awarded numerous Allstate honors. He is also a co-developer and principal of Lawyers Financial Corporation, a mortgage, legal settlement, and title insurance company based in New York and Virginia. Murphy is also founder of M-Agency LLC, a specialty consulting firm providing international insurance underwriting products and services. He is currently a managing partner at Emeritus International Group in New York also serves on the board of Agristructure LLC in Oregon. Andrew is presently Founder and CEO of Adriatik Resources Limited and Adriatik Resources ALB Limited, an advanced material specialty firm in US, EU, and Albania.

CFO / Managing Partner / Director - Medical Evaluation Services

William (Bill) Burkhart is a third generation physician with extensive senior care experience. A founding member of East Tennessee’s Summit Medical Group, one of the largest primary care organizations in the US, Dr. Burkhart has amassed a prestigious career history, which includes holding numerous professional service and medical executive management positions within the State of Tennessee. 

Some of these include:
St. Mary’s Hospital / Knoxville, Tennessee – Member: Board of Directors and Chief of Medical Staff, longstanding Chairman: Pharmacy and Therapeutics Committee, Board Chairman: Heritage National Health Plan, Board Member: Tennova Healthcare / State of Tennessee, Medical Director: Camellia Home Healthcare and Hospice, and is an Adjunct Professor of Medicine with Lincoln Memorial University (LMU) and The University of Tennessee Medical Schools. 

Dr. Burkhart is certified by the American Board of Family Medicine, is a member of numerous local, state and national medical organizations, and is Chairman of the Deans Advisory Board: The University of Tennessee / College of Arts and Sciences (UTK). 

 Director-US / International Communications

Jon Montgomery currently directs the emerging markets segment of Emeritus business development operations. He also advised clients on foreign direct investments, including those utilizing development finance institutions (OPIC, IFC, etc.), export credit agencies (U.S. Export-Import Bank, etc.), and political risk insurers (OPIC, MIGA, etc.). Jon has also held prior positions as Executive Vice President at Marketing Strategy & Planning Inc./Synovate in New York, and Vice President at Hase Schannen Research Associates Inc. in Princeton, New Jersey. Mr. Montgomery holds a M.B.A. from Northeastern University and a B.A. in English from the University of California, Berkeley. Since 2001 he has been Adjunct Faculty in Marketing, The University of Georgia.

Meredith Financial Group, New York, NY:

Senior Advisor - UK Business Development

William Potter is currently Chairman, Meredith Financial Group Inc., an investment banking and financial advisory company in New York.  He has more than 35 years of experience in international investment banking, asset management, (Equitilink / Prudential / Aberdeen / Meredith), and insurance management (Prudential). Mr. Potter has also held executive positions with Toronto-Dominion Bank (Canada), Barclays Bank (UK), and Ridgewood International Group (US). He is one of the pioneers in closed-end listed country funds and has managed numerous closed-ends funds in the US and Canada.  Potter also served on the boards of more than fifteen US public companies and a dozen closed-end funds as well as numerous Canadian and other foreign-based companies. His current directorships include the National Foreign Trade Council, Aberdeen Australia Equity Fund, Inc.. Aberdeen Asia-Income Fund, Inc., and Aberdeen Global Income Fund, Inc., and Alexandria Bancorp, a bank subsidiary of Guardian Capital Group Ltd.  Mr. Potter received an MBA from Harvard University and a B.A. from Colgate University. He holds FINRA series 24, Series 7 and Series 63 certifications and has been designated as a financial expert for Sarbanes-Oxley in the US. 

Jennifer Perkins

Jennifer Perkins is a career retail / fashion Industry management executive with over 30 years experience. During her career, she has worked with leading national firms including: Ann Taylor, St. John Knits, The Limited, Limited Express and Saks Fifth Avenue. In the early stage of her career, Jeniffer held various positions as a counselor and teacher for teenage children. Her primary responsibilities include all phases of operations management of LifeStar’s new National Service Center based in the New Orleans, LA area. Ms. Perkins is a graduate of Tuskegee Institute with a BA degree in Sociology.