Team

Joseph Safina

In 1988, Joseph Safina joined NYSE Member firm- Gruntal & Co., as Senior Vice President. Joseph was a top producer and was tasked with building Gruntal’s Corporate Finance Department. Joseph left Gruntal & Co. in 1993 and founded Nichols, Safina, Lerner & Co. Inc. (NSL) - a New York Based Broker Dealer. As C.E.O. of NSL, he navigated the firm from a start-up into a 200 employee, multi-location company. NSL participated in billions of dollars in financings with syndicate partners, such as Morgan Stanley, Merrill Lynch, Salomon Brothers, and Goldman Sachs. Joseph also headed up NSL’s trading desk, making markets in hundreds of stocks. NSL’s team of experts where regularly featured on CNBC's Buy, Sell and Hold, Tech Talk, Power Lunch, and Bloomberg television. Joseph was also profiled as one of the top ten Bankers in the country in R.J. Shook’s The Winners Circle. In 1997, he sold his interest in NSL and went on to form Safina Asset Management.

Joseph has over 30 years experience in Investment Banking; working with public and privately held small to mid cap companies. Joseph has been instrumental in large- scale fund-raising, M&A activities, business development, marketing and financial management.

Joseph’s personal interests are as unique as his business acumen. Joseph raced cars professionally for over ten years and has competed at the prestigious 24 Hours at Daytona, The 12 Hours of Sebring and The 24 Hours of Dubai representing BMW, Ford and Porsche with several IMSA podium finishes. Joseph is a pilot, scuba diver and competitive cyclist. He lives with his wife and three children in Fort Lauderdale.






Derek Skea

Derek began his career at CH Robinson Company (CHRW) in 1999 upon graduation from college with Bachelor of Science Honors degree, and was soon added to their executive training program, giving him access and insight into the people and processes that ran a 10B company. Inspired by these experiences he went out on his own 2 years later and started an agency for Sunteck Transport Inc (AUTO). On his way to becoming the largest company agency, he was named to its Board of Directors and started an MBA program at Queens University which would be completed 3 yrs later.

After a few years with Sunteck, Derek wanted to venture out on his own. He sold his agency to Sunteck and proceeded to start several companies in the transportation sector including freight brokerages, trucking, equipment finance, and factoring companies.

Derek and his family of 6 split time between Boca Raton, FL and Park City, UT. They enjoy all things outdoors, pretty much all sports, volunteering for their church, and traveling.






Scott Holt

Scott graduated Cum Laude from Southeastern Louisiana University with a BA in Business and a minor in Economics. Scott spent nearly 20 year in the automotive industry creating and implementing standards for Honda.

Scott then moved to healthcare as an equity partner in Homeland Healthcare. At Homeland Scott was in charge of expanding the business through acquiring distribution partners. Scott helped take the business from a start up to over 100MM in revenue in 2 years. Credit Suisse acquired homeland in 2013. Scott then went on to start several successful healthcare companies. Scott joined Safina Asset Management in 2018.






Hank Gracin - Council

Over 34 years of practice, Mr. Gracin has directed and negotiated a wide range of acquisitions, public and private financings and other sophisticated business transactions involving amounts, in the aggregate, in excess of $3.5 billion dollars. Mr. Gracin began his career as a corporate and securities attorney at the renowned firm of Sullivan & Cromwell, representing Goldman Sachs & Company, The First Boston Corporation, Kidder Peabody & Company, Dean Witter Reynolds and Drexel Burnham Lambert. After leaving Sullivan & Cromwell, Mr. Gracin represented Gruntal & Co., Incorporated, Prudential Bache Securities, Wertheim & Company, as well as numerous public companies, including many of Israel's premier high-tech corporations. Mr. Gracin has also represented numerous venture capital firms, such as Adler & Company and Weiss, Peck & Greer, in connection with their investments and assisted other venture capitalists in establishing various venture capital funds. Beginning in April 1990, Mr. Gracin spent four years as in-house counsel to Computer Associates International, Inc., the world's leading independent IT management software company (www.ca.com). While with Computer Associates, he negotiated over 50 acquisitions of various IT companies and software products, including several public company mergers and tender offers, and was responsible for all legal matters involving copyright, trademark and other intellectual property protection.

Mr. Gracin has taken over 100 companies public, both domestic and foreign, through either traditional IPOs on the NYSE, NYSE Alternext US and Nasdaq, or direct listings or reverse mergers (APOs) on the OTC-BB. Mr. Gracin received his Juris Doctor (cum laude) from the New York University School of Law, where he graduated sixth in his class. Mr. Gracin was also elected a member of the New York University Law Review and the prestigious Order of the Coif. He received his Bachelor degree (summa cum laude) in 1978 from Harpur College at the State University of New York at Binghamton. Mr. Gracin is admitted as an attorney in both New York and Florida and is currently member of the Palm Beach Bar Association and South Palm Beach Bar Association. Mr. Gracin edited and revised portions of, Private Placements and Restricted Securities, Clark Boardman Co., is the subject of a Biography in Who's Who in American Law and Who's Who in America, and is listed in New York (Metro) Super Lawyers under securities law. Mr. Gracin is also the co-author of the article entitled “SEC Clamps Down on Selling Short into a Public Offering” which was published in the New York Law Journal on September 26, 2007 and the article entitled "SEC Addresses Abandoned Offerings After September 11th" which was published in the New York Law Journal on November 9, 2001.






Greg Grycan

Mr. Grycan joined Safina Asset Management in 2014. Prior to joining Safina Asset Management, Mr. Grycan has consulted and advised high net worth individuals, companies and institutions on investment strategies for over 30 years, with value delivered results. Mr. Grycan’s investment expertise includes 25 years of professional investment experience on Wall Street. His financial acumen and market knowledge includes, equities, debt structure and late-stage venture capital.



Joseph Safina

In 1988, Joseph Safina joined NYSE Member firm- Gruntal & Co., as Senior Vice President. Joseph was a top producer and was tasked with building Gruntal’s Corporate Finance Department. Joseph left Gruntal & Co. in 1993 and founded Nichols, Safina, Lerner & Co. Inc. (NSL) - a New York Based Broker Dealer. As C.E.O. of NSL, he navigated the firm from a start-up into a 200 employee, multi-location company. NSL participated in billions of dollars in financings with syndicate partners, such as Morgan Stanley, Merrill Lynch, Salomon Brothers, and Goldman Sachs. Joseph also headed up NSL’s trading desk, making markets in hundreds of stocks. NSL’s team of experts where regularly featured on CNBC's Buy, Sell and Hold, Tech Talk, Power Lunch, and Bloomberg television. Joseph was also profiled as one of the top ten Bankers in the country in R.J. Shook’s The Winners Circle. In 1997, he sold his interest in NSL and went on to form Safina Asset Management.

Joseph has over 30 years experience in Investment Banking; working with public and privately held small to mid cap companies. Joseph has been instrumental in large- scale fund-raising, M&A activities, business development, marketing and financial management.

Joseph’s personal interests are as unique as his business acumen. Joseph raced cars professionally for over ten years and has competed at the prestigious 24 Hours at Daytona, The 12 Hours of Sebring and The 24 Hours of Dubai representing BMW, Ford and Porsche with several IMSA podium finishes. Joseph is a pilot, scuba diver and competitive cyclist. He lives with his wife and three children in Fort Lauderdale.






Derek Skea

Derek began his career at CH Robinson Company (CHRW) in 1999 upon graduation from college with Bachelor of Science Honors degree, and was soon added to their executive training program, giving him access and insight into the people and processes that ran a 10B company. Inspired by these experiences he went out on his own 2 years later and started an agency for Sunteck Transport Inc (AUTO). On his way to becoming the largest company agency, he was named to its Board of Directors and started an MBA program at Queens University which would be completed 3 yrs later.

After a few years with Sunteck, Derek wanted to venture out on his own. He sold his agency to Sunteck and proceeded to start several companies in the transportation sector including freight brokerages, trucking, equipment finance, and factoring companies.

Derek and his family of 6 split time between Boca Raton, FL and Park City, UT. They enjoy all things outdoors, pretty much all sports, volunteering for their church, and traveling.






Scott Holt

Scott graduated Cum Laude from Southeastern Louisiana University with a BA in Business and a minor in Economics. Scott spent nearly 20 year in the automotive industry creating and implementing standards for Honda.

Scott then moved to healthcare as an equity partner in Homeland Healthcare. At Homeland Scott was in charge of expanding the business through acquiring distribution partners. Scott helped take the business from a start up to over 100MM in revenue in 2 years. Credit Suisse acquired homeland in 2013. Scott then went on to start several successful healthcare companies. Scott joined Safina Asset Management in 2018.






Hank Gracin - Council

Over 34 years of practice, Mr. Gracin has directed and negotiated a wide range of acquisitions, public and private financings and other sophisticated business transactions involving amounts, in the aggregate, in excess of $3.5 billion dollars. Mr. Gracin began his career as a corporate and securities attorney at the renowned firm of Sullivan & Cromwell, representing Goldman Sachs & Company, The First Boston Corporation, Kidder Peabody & Company, Dean Witter Reynolds and Drexel Burnham Lambert. After leaving Sullivan & Cromwell, Mr. Gracin represented Gruntal & Co., Incorporated, Prudential Bache Securities, Wertheim & Company, as well as numerous public companies, including many of Israel's premier high-tech corporations. Mr. Gracin has also represented numerous venture capital firms, such as Adler & Company and Weiss, Peck & Greer, in connection with their investments and assisted other venture capitalists in establishing various venture capital funds. Beginning in April 1990, Mr. Gracin spent four years as in-house counsel to Computer Associates International, Inc., the world's leading independent IT management software company (www.ca.com). While with Computer Associates, he negotiated over 50 acquisitions of various IT companies and software products, including several public company mergers and tender offers, and was responsible for all legal matters involving copyright, trademark and other intellectual property protection.

Mr. Gracin has taken over 100 companies public, both domestic and foreign, through either traditional IPOs on the NYSE, NYSE Alternext US and Nasdaq, or direct listings or reverse mergers (APOs) on the OTC-BB. Mr. Gracin received his Juris Doctor (cum laude) from the New York University School of Law, where he graduated sixth in his class. Mr. Gracin was also elected a member of the New York University Law Review and the prestigious Order of the Coif. He received his Bachelor degree (summa cum laude) in 1978 from Harpur College at the State University of New York at Binghamton. Mr. Gracin is admitted as an attorney in both New York and Florida and is currently member of the Palm Beach Bar Association and South Palm Beach Bar Association. Mr. Gracin edited and revised portions of, Private Placements and Restricted Securities, Clark Boardman Co., is the subject of a Biography in Who's Who in American Law and Who's Who in America, and is listed in New York (Metro) Super Lawyers under securities law. Mr. Gracin is also the co-author of the article entitled “SEC Clamps Down on Selling Short into a Public Offering” which was published in the New York Law Journal on September 26, 2007 and the article entitled "SEC Addresses Abandoned Offerings After September 11th" which was published in the New York Law Journal on November 9, 2001.






Greg Grycan

Mr. Grycan joined Safina Asset Management in 2014. Prior to joining Safina Asset Management, Mr. Grycan has consulted and advised high net worth individuals, companies and institutions on investment strategies for over 30 years, with value delivered results. Mr. Grycan’s investment expertise includes 25 years of professional investment experience on Wall Street. His financial acumen and market knowledge includes, equities, debt structure and late-stage venture capital.