Jeffrey H. Margolis

Current Position

Title: Executive Chairman Company: TriNetX Location: Based in United States (specific location not publicly specified)

Professional Background

Jeffrey H. Margolis is an accomplished healthcare technology executive with over 35 years of experience transforming healthcare systems through innovative IT solutions and systems science approaches. He is most recently serving as Executive Chairman of TriNetX, assuming this role effective April 2025 during the transition following founder Gadi Lachman's step-down from operating role as of March 31, 2025. Margolis has been instrumental in building three category-defining companies in healthcare technology: TriZetto (which he founded), Welltok (which he led as CEO), and now TriNetX where he continues to guide strategic direction.

Margolis's career is characterized by deep expertise in integrated healthcare management and health optimization—concepts he originated and codified into commercial software platforms managing benefits and consumer engagement for tens of millions of lives. His background combines technical depth (decade as a CIO/senior technology leader) with executive leadership (20 years as CEO and/or Chairman of publicly traded and private healthcare technology companies). He was a manager in Accenture's Managed Care Consulting Practice before transitioning to operational executive roles, giving him both consulting and operational perspective on healthcare system transformation.

His educational foundation includes a Bachelor of Science with high honors in Business Administration–Management Information Systems from the University of Illinois at Urbana-Champaign. He holds CPA certifications in Colorado and Illinois, a Chartered Global Management Accountant designation from the AICPA, and is recognized as an NACD Board Leadership Fellow.

Career Timeline

Education

• Bachelor of Science with High Honors, Business Administration–Management Information Systems, University of Illinois at Urbana-Champaign
• Certified Public Accountant (Colorado and Illinois)
• Chartered Global Management Accountant (AICPA)
• NACD Board Leadership Fellow

Public Presence

Social Media

Note: Only publicly accessible profiles are documented. Jeff Margolis maintains a professional website focused on healthcare transformation messaging.

Published Writings

Books:

• "Not Just In Sickness But Also In Health: Moving Beyond Sickcare To Health Optimization For All" (2023)
• "The Healthcare Cure: How Sharing Information Can Make the System Work Better" (2011)
• "The Information Cure: Solving the Healthcare Crisis Systematically through Integrated Healthcare Management" (2009)

Articles and Contributions:

• Numerous articles contributed to leading healthcare and business publications (specific titles not individually documented in available sources)
• Regular contributor to healthcare industry and business press

Public Speaking

• Regular guest faculty, Harvard School of Public Health "Forces of Change: New Strategies for the Evolving Health Care Marketplace" program
• Regular guest lecturer, Wharton School of Business Healthcare MBA program
• Regular lecturer, University of California, Irvine's Center for Healthcare Management & Policy on healthcare information technology
• Speaker at healthcare industry conferences on topics including "Repairing the Sickcare System" and "Healthcare Entrepreneurship"
• Podcast guest, a16z Bio + Health on healthcare infrastructure and TriZetto's impact (discussing lessons from building an iconic healthcare infrastructure company)
• In-demand speaker on healthcare transformation, consumer health optimization, and the shift from reactive "sickcare" to proactive health management

Communication Style

Tone: Professional, authoritative yet accessible; visionary but grounded in systems thinking; data-driven and strategic

Recurring themes:

• The fundamental dysfunction of treating "sickcare" vs. enabling genuine health optimization
• Systems science approaches to solving complex healthcare problems
• Role of information technology and data as enablers of healthcare transformation
• Consumer empowerment through understanding social determinants of health (diet, exercise, preventive care, access)
• The 30/70 principle: clinical care accounts for only 30% of health outcomes; patient choices during the other 99% of daily life account for 70%
• Business model innovation in healthcare technology
• Healthcare infrastructure as a foundational platform for industry transformation

Notable positions:

• Strong advocate for fundamentally restructuring healthcare from a "sickcare" model to a "health optimization" model
• Positions healthcare IT and data management as central to solving systemic healthcare challenges
• Emphasizes that real health improvement requires addressing social determinants and daily living choices, not just clinical interventions
• Believes healthcare transformation is achievable through smart systems design and strategic application of technology

Margolis communicates with a distinctive visionary-pragmatist blend. His writing and speaking emphasize systems-level challenges and solutions—he frames healthcare problems as solvable engineering and management challenges rather than intractable dilemmas. His language is conceptual (using frameworks like "Integrated Healthcare Management" and the 30/70 health outcomes principle) yet grounded in real-world implementation experience. He draws analogies from other industries (retail, automotive) to make complex healthcare concepts accessible, avoiding unnecessary jargon while maintaining technical credibility. His personal brand positioning as a "futurist" reflects his tendency to articulate bold, long-term visions for healthcare transformation while simultaneously drawing on decades of operational experience building companies that achieved concrete market impact. He appears to favor thought leadership venues (university teaching, conference speaking, authored books) over high-frequency social media engagement, suggesting a preference for substantive, curated communication over real-time dialogue.

Notable Achievements

• Founded TriZetto Corporation, which became the first industry vertical SaaS enterprise solution and grew to manage accurate benefit plan administration for over 130 million people
• Led TriZetto through successful IPO in 1999 and subsequent take-private transaction in 2008
• Originated and codified the concepts of Integrated Healthcare Management (IHM) and Health Optimization into commercial software platforms
• Grew Welltok from pre-revenue startup to the leading enterprise consumer activation company in healthcare, touching over 22 million consumers annually
• Appointed as Senior Advisor to Blackstone (January 2021), demonstrating significant standing among major institutional investors in healthcare
• Author of three published books on healthcare system transformation and information technology's role in healthcare
• Appointed to board of DNAnexus following the company's $200 million financing round led by Blackstone
• Extensive teaching and thought leadership role at premier educational institutions (Harvard, Wharton, UC Irvine)
• Built category-defining companies at three different points in his career, demonstrating sustained ability to identify and execute on major healthcare technology opportunities

Key Relationships & Board Positions

Current Board Positions:

• Executive Chairman, TriNetX, Inc. (assumed April 2025)
• Chairman, Welltok, Inc. (former CEO through recent period)
• Vice Chairman, TriNetX (prior to Executive Chairman role)
• Board member, Alignment Healthcare (NASDAQ: ALHC)
• Board member, DNAnexus
• Board member, Brightside Health
• Board member, Get-Grin Inc.
• Board member, Hydrogen Health
• Chairman, Hoag Clinic
• Chairman, University of California, Irvine's Center for Digital Transformation

Advisory Roles:

• Senior Advisor, Blackstone (major healthcare/healthcare IT investment advisor)
• Advisory Board Chair, Center for Digital Transformation at UC Irvine
• Faculty member/Guest lecturer, Harvard School of Public Health
• Guest lecturer, Wharton School of Business

Professional Affiliations:

• Member, National Association of Corporate Directors (NACD)
• American Institute of Certified Public Accountants (AICPA)
• Listed in Marquis Who's Who biographical registry

Notable Professional Connections:

• 11-year board colleague of Gadi Lachman at TriNetX (before Lachman's departure)
• Connected with David Shulkin (former HHS Secretary) as fellow board member of Brightside Health
• Mentoring relationships with healthcare startup founders through academic teaching and advisory roles