Leading the Way to Change

Our Team


Jon-Michial Carter

Co-Founder, Chief Executive Officer

Jon-Michial brings more than twenty-five years of corporate and start-up management experience. Previous exits include technology firms, Iconixx, (sold to nGenera), nCent Software (sold to BSG) and retail company, American Equity, (sold to BAGL.)


Patrick Carter

Co-Founder, Chief Medical Integration Officer

He has more than twenty years of medical provider, administrator and university professor experience. He served as Program Director for East Carolina University’s Physician Assistant Program and a Physician Assistant at Vidant Duplin Hospital.


Shane Grivich

Co-Founder, Chief Strategy Officer

Heading up ChartSpan’s sales team, he brings to the team over fifteen years of sales and marketing experience in the healthcare industry. Other than bringing the next big thing to the market, he enjoys golf and spending time with his wife and two kids.


Brian Calloway

Chief Financial Officer/EVP

Brian has over twenty years of accounting experience. When he is not crunching numbers or building financial models, Brian enjoys spending time with his wife and daughter or following his alma mater, the Clemson Tigers.

Annie McCoy

Annie McCoy

Chief Growth Officer

Annie is a champion for leveraging technology and data driven insights to improve outcomes for the consumers of health care services and the dedicated clinicians that serve them. Annie and her husband live in Annapolis, Md. They can be found most often on or near the water.


David Lowry

Chief Technology Officer

David has more than 20 years of experience as a developer, sys admin, and technical leader. He enjoys helping the techie and business folks work together as a high-performing team. Off hours, David spends time with his wife and trying to keep up with his four young, very energetic children.