Charta Executives | Leadership Team & Company Leadership

Date August 18, 2025
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Charta

COMPANY INFO

Charta Health, founded by Justin Liu and Scott Morris, is an AI-powered healthcare technology company focused on revolutionizing medical billing, coding, and clinical workflows. The company provides a platform that uses AI to streamline administrative tasks, reduce errors, and improve revenue integrity for healthcare providers. It is headquartered in San Francisco, operates in the healthcare industry, and its website is www.chartahealth.com. The company was founded recently before 2025 and has a small team, estimated between 11-50 employees.

10 Key Carta, Inc. Executives

Carta, Inc. is a leading software company that supports the management of equity, ownership, and compliance for startups and enterprises. Carta leverages modern technology solutions to help companies efficiently administer shares, valuations, cap tables, and equity plans.

The Carta, Inc. leadership team comprises seasoned executives from diverse backgrounds in growth, technology, healthcare operations, finance, and enterprise sales. Each member brings specialized expertise, from software engineering and product management to strategic operations and revenue generation. Together, this management team has propelled Carta's rapid growth, driven innovation in their market, and established a reputation for operational effectiveness and forward-thinking leadership.

Key Executives

Justin Liu - CEO (Co-Founder, CEO at Charta Health)

Justin Liu is the Co-Founder and CEO of Charta Health, a division driving AI-powered transformation in chart review and healthcare quality optimization. As CEO, Justin Liu oversees strategic direction, amplifies growth initiatives, and spearheads innovation across the company’s healthcare technology platforms. He has led major product and engineering initiatives, strengthening the platform’s market presence and revenue integrity for healthcare providers.

Justin Liu’s career traces an impressive path through technology and business leadership. Before founding Charta Health, he served as Head of Growth at Rockset (acquired by OpenAI), launched Xenia Gifts as a founder, and was a Software Engineer at Google. Justin holds a Bachelor of Arts from the University of California, Berkeley, bringing a robust foundation in engineering and entrepreneurship to the Carta, Inc. CEO role.

Scott Morris - CTO (Co-Founder & CTO at Charta Health)

Scott Morris is the Co-Founder and CTO of Charta Health, driving the technological vision at Carta with advanced AI-driven solutions for automated chart review. Scott Morris leads the engineering organization, ensuring the development of scalable software solutions to meet the evolving needs of healthcare clients and deliver innovative automation.

Scott’s background includes several years as Staff and Senior Software Engineer at Rockset (acquired by OpenAI). He graduated with a Bachelor of Science from Stanford University, and his technical expertise and engineering leadership are critical to the continued innovation under Carta, Inc. management.

Fabio Machado - Co-Founder / Product Manager

Fabio Machado is a Co-Founder and Product Manager at Charta, steering product strategy and managing development cycles. Fabio Machado has played a vital role in shaping user experience and ensuring successful product-market fit, leveraging his extensive knowledge in digital product delivery and international market trends.

He brings over a decade of experience in digital product management, with seven years spent in B2B and B2C settings internationally. Fabio’s ability to balance business needs and technological feasibility makes him a pivotal figure in Carta, Inc. leadership.

Matt Cadile - Vice President of Growth

Matt Cadile leads Carta’s growth strategies, focusing on market expansion and customer acquisition. Matt Cadile has made significant contributions through the execution of business development initiatives and the creation of impactful strategic partnerships that have broadened Carta’s reach.

Previously, Matt served as Advisory Board Member at Charta Health and CAREMINDr, and he brings expertise in physical therapy and healthcare growth. Based in San Jose, California, his comprehensive approach to growth initiatives underlines his crucial role in Carta, Inc. management.

Rizal Setiadi - President (Charta Global, Inc.)

Rizal Setiadi serves as President of Charta Global, providing executive leadership and strategic guidance to drive corporate growth and operational excellence. Rizal Setiadi has overseen notable market and operational achievements through his vision and financial acumen.

Rizal earned an MBA from Western Illinois University and previously served as CFO at Solaris Paper, Inc., where he accumulated extensive financial management experience. His broad-based leadership supports robust management practices for the Carta, Inc. executive team.

Lorna Riley - COO (Member Of The Board Of Advisors at CHART Healthcare Academy, Former COO)

Lorna Riley guided operational strategy and growth as Chief Operating Officer at CHART Healthcare Academy, where she managed initiatives to boost organizational efficiency. As a board advisor, Lorna Riley leverages her expertise to enhance healthcare operations and management at Carta.

Lorna’s background features executive experience in healthcare administration, specializing in operational leadership that informs her valuable input as part of Carta, Inc. leadership and decision-making processes.

Kevin Shim - Executive Sales Director (Charta Global, Inc.)

Kevin Shim is Executive Sales Director at Charta Global, focusing on sales strategy and the expansion of customer relationships, especially within the paper and forest products sector. Kevin Shim has implemented winning business development programs, supporting market growth for Carta.

He previously held senior sales management roles at CellMark Paper and Chenming International and brings considerable business development expertise to Carta, Inc. management.

Charles Staeheli - CFO (Chief Financial Officer at Mountain Health & Wellness)

Charles Staeheli heads finance, IT, and data validation at Mountain Health & Wellness, ensuring compliance and fiscal health. Charles Staeheli plays a vital role in promoting sound financial management within the organization.

He has significant experience as a CFO in the healthcare sector, holds a CMA from Arizona State University, and earned a Master Certificate in Business Management from Tulane University, underscoring his value to Carta, Inc. executive leadership.

Julianne Bharucha - CFO (Chief Financial Officer at Traditions Behavioral Health)

Julianne Bharucha manages financial strategy and compliance at Traditions Behavioral Health, helping drive performance across the business. Julianne Bharucha is known for her expertise in regulatory, accounting, and insurance matters.

She holds an MBA in Economics from the University of Nevada-Reno and a BA in Economics and Accounting from College of the Holy Cross. As a Certified Public Accountant and Health Insurance Executive, Julianne’s leadership augments the Carta, Inc. finance function.

Company Leadership

The Carta, Inc. leadership team features executive talent across commercial, technical, operational, and financial functions, blending entrepreneurial spirit with deep sector expertise. This strong management team helps ensure robust governance, rapid innovation, and operational efficiency, driving the company’s continued expansion and impact within the software and healthcare industries.

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