MEET OUR
PEOPLE

Safe Harbor’s team of professionals bring the expertise and commitment to the operation and development of our Company that make Safe Harbor a best-in-class, trusted leader in healthcare.

The Company manages and provides consulting services to a well-balanced portfolio of partner companies with a precision and excellence that continues to strengthen Safe Harbor’s reputation. Our organization values collaboration and emphasizes transparency, so that Safe Harbor and the companies we establish and grow benefit from a shared wealth of knowledge and diverse resources among departments.

Our Team

Dr. James Strader

Chief Executive Officer & Chairman of the Board

Dr. James Strader serves as CEO of Safe Harbor Compliance & Clinical Services, LLC, which he founded in 2012. His responsibilities include the strategic direction of the company, acquisitions and development. Since inception, Safe Harbor has acquired and developed healthcare-related companies across the US in the areas of healthcare research, pharmaceutical manufacturing and pharmaceutical services with a focus on providing leadership in healthcare compliance.

Dr. James Strader is a highly regarded veteran in the healthcare industry. He is a creative thinker and visionary who, prior to founding Safe Harbor, successfully established and steered the growth of several healthcare start-ups. In less than twenty years in his capacities as president, CEO, and chairman of the board of various start-ups, Strader effectively led all strategic planning, organizational development, and operations to successfully establish and grow start-ups through inception to national expansion.

A dynamic, results-oriented leader, Dr. Strader has an inspired approach to business. As CEO, he leads Safe Harbor with demonstrated interpersonal and communication skills, establishing tactical alliances and mutually beneficial partnerships and relationships with team members, service providers and business affiliates.

Jose Moreno Toscano

President of Safe Harbor

Previously, Americas CEO of Kompan, the world leader in playground equipment.

Previously President of ALK’s US subsidiary.

Mr. Moreno Toscano is the current President of Safe Harbor as well as a member of the Board. Most recently, he served as the Americas CEO of Kompan, the world leader in playground equipment. He served as President of ALK’s US subsidiary, a publicly held Danish company that is a world leader in allergy and immunotherapy care. He held full P&L and operational responsibility for ALK’s core Americas region, successfully growing the top-line via both organic growth and accretive acquisitions. Prior to this role, Mr. Moreno Toscano served as Chief Financial Officer for Applus A/S in Copenhagen, a world leader in automotive testing, inspection, and certification. He began his career leading M&A activity at Chr. Hansen holdings, a world leader in biosciences focused on developing and commercializing ingredients for the food, agricultural and pharmaceutical industries. He earned his Masters Degree in Law from the Universidad de Murcia in Spain and his MBA in International Finance and Strategy from the ENPC School of International Management in Paris. Mr. Moreno Toscano speaks fluent English, Spanish and Danish, and lives with his wife and two children in Austin, TX.

J. Kyle Hooper, MBA

Chief of Staff

J. Kyle Hooper has served as Chief of Staff for Safe Harbor Compliance and Clinical Services since June of 2017.  He has been affiliated with the organization since September of 2015 and has held responsibility business development, compliance, government relations, and enterprise risk management.  Mr. Hooper has provided leadership through the organization’s most dynamic growth period and has successfully integrated compliance plans across all the Safe Harbor related entities.

Mr. Hooper has served in numerous healthcare executive roles including most recently as managing partner and CEO of a multistate vertically integrated post-acute care platform.  He brings over 20 years of extensive experience in operationalizing complex healthcare programs to achieve optimum outcomes. Mr. Hooper has participated in the development and implementation of numerous clinical and financial models across a broad range of both public and private healthcare systems. Through his consulting practice, Mr. Hooper is recognized nationally in the healthcare community as a thought leader and industry expert.

Mr. Hooper has an MBA from Texas Christian University in Fort Worth, Texas and a BBA in Finance from the University of Oklahoma in Norman, Oklahoma.

Karen Smithson, SPHR, SHRM-SCP

Senior Director – Team Member Engagement & Compliance

Previously, Director of Human Resources for Atchley & Associates, LLP

Ms. Smithson joined Safe Harbor in early 2017 and is the first person hired dedicated 100% to the Company’s People and People Strategies. Within the organization, the Team Member Engagement & Compliance Department is positioned at the intersection of compliance and culture. It is so named because the Company takes a holistic approach to people management. A native Texan, born in Dallas, she earned her Business Degree from Abilene Christian University and has lived in Austin for over 20 years. As a certified Senior HR professional, she has 30+ years of experience in Human Resources, supporting litigation attorneys, a political candidate for a state-wide election, and most recently, as the Director of Human Resources for an Austin firm of Certified Public Accountants and Business Advisors. Like her role at Safe Harbor, she was the first person hired for her previous roles and is proud of what she accomplished. In addition to being a Champion for the Safe Harbor TRUST Values, she has a life-long commitment to service. She has served in numerous roles in community and professional organizations, and is a trained mediator. Currently, she is the President of the Austin Human Resource Management Association and Chair of the Board for the Austin Dispute Resolution Center.

Kelly Doolittle

VP of Finance

Previously Director of Finance, Americas for KOMPAN, Inc
Previously Director of Finance, North America for ALK, Inc

Kelly Doolittle joined Safe Harbor in late 2017. She joins with 30+ years of experience in the areas of Finance and Accounting, with a strong focus on her strategic business partner role within the companies that she has worked. Kelly has a successful record of building strong Finance teams that support the business focusing on profit and NWC optimization through accurate financial analysis, financial reporting, and strategic planning.
For the last 25 years, Kelly has worked in healthcare related fields, most recently, as Director of Finance, North America for ALK, Inc, the US subsidiary of a publicly held Danish company that is a world leader in allergy and immunotherapy care.

Kelly received her BBA in Accounting from the University of Texas at Austin and earned her MBA from Texas State University in San Marcos, Texas. Kelly has been a CPA since 1989.

Peter Hurwitz

President, Clarity Science

Peter Hurwitz brings more than 25 years of experience in the medical communications, research, and healthcare fields to his current position as president of Clarity Science. As Director of Programming for Healthcasts, a division of the Professional Television Network (PTN), a leading provider of medical content to top US physicians, Peter has conducted over 1,500 on-air filmed interviews with healthcare experts across a multitude of therapeutic specialties. These interviews continue to be broadcast to a network of over 130,000 US physicians.

In response to the 2011 Tohoku earthquake and tsunami off the coast of Japan and subsequent Fukushima nuclear disaster, Peter launched the International Medical Crisis Response Alliance (IMCRA), a non-profit organization, to provide needed post-traumatic stress disorder and major depressive disorder medical education to healthcare providers in the surrounding communities. Since its launch, IMCRA has been involved with assisting US and international communities respond to natural and manmade disasters.

Peter also successfully launched and was CEO/Chairman Worldwide for several international and respected medical communications companies with offices in New York, London, and Singapore. Peter has held senior positions in major international healthcare communication agencies, including Grey Healthcare Group (GHG), Ogilvy Healthworld, and other Companies of WPP. He was instrumental in the development and launch of the Neurotoxin Institute (NTI), an accredited multidisciplinary educational organization that serves as a comprehensive, independent informational resource on the basic science and clinical applications of neurotoxin therapies.

Peter graduated from The College of Wooster and continued his education in the sciences at
the University of Massachusetts.

Dr. Hank Legere

Dr. Hank Legere

Dr. Legere studied economics and chemistry at the University of California at Berkeley before he received his MD from Columbia University in NYC. He completed his Allergy & Immunology fellowship at Harvard Medical School. After his fellowship, Dr. Legere became a clinical instructor at Harvard Medical School and served as a staff physician at Brigham & Women’s Hospital and MIT Medical in Cambridge. He is an expert in the field of aeroallergy desensitization, food allergies and drug hypersensitivities. He is actively participating in clinical trials as both principal investigator and site investigator, and is on the forefront of developing software and hardware solutions for improved medical diagnosis and practice.

Dr. Edmund D. Harris

As Chief Medical Officer and principal investigator for several studies, Dr. Harris has more than three decades of experience in clinical research, residency training, and patient care. To his position with Clarity, Dr. Harris brings scientific rigor, expertise in specialist consultant recruitment, and technology vision.

After completing bachelor studies in biology and engineering, Dr. Harris trained through the Wayne State Medical School Residency program at Henry Ford Hospital in Michigan, with a special interest in MRI technology. Dr. Harris’s focus is on implementation of relevant new technology in clinical practice and on the use of contextual thinking in healthcare to improve patient outcomes.

 

 

Patrick D. Souter

Patrick D. Souter is of counsel at Gray Reed & McGraw, P.C. and is known for his legal and educational experience in the healthcare industry, making him a sought-after resource for clients and students alike. His primary areas of practice are related to Transactional and Administrative Healthcare, Corporate, Securities and Antitrust matters.

He is also a Professor of Health Care studies at Baylor University School of Law where he teaches Health Care Law, Health Care Fraud and Abuse and Regulation of Health Care Professionals. Pat also teaches students in the Baylor University Hankamer School of Business M.B.A. Program as well.

A native of Dallas, Texas, Pat obtained his Bachelor of Business Administration in Finance and Juris Doctorate from Baylor University and his M.B.A. in Health Services Management at the University of Dallas. He is Board Certified in Healthcare Law by the Texas Board of Legal Specialization. Pat has also completed the training by the American Health Lawyers Association as a Mediator and Arbitrator.

Representative Experience

Transactional Health Care Matters

  • Participated in the organization, funding, merger and acquisition, and ongoing representation of Physician practices, Section 162.001(b) Non-Profit Health Organizations certified by the Texas Medical Board (commonly known as "5.01(a) entities"), Management Services Organizations (MSO), and health care provider networks such as Independent Practice Associations (IPA) and Integrated Health Systems (IHS).
  • Organization and ongoing representation of entities offering home health, durable medical equipment, prosthetics, hospice, and assisted living services, including various operational, merger and acquisition issues encountered by such entities
  • Ongoing representation of radiology and imaging centers and entities offering diagnostic services, physical therapy and rehabilitation services and other ancillary service providers
  • Representation of air and ground ambulance companies including various operational, merger and acquisition issues
  • Organization and ongoing representation of hearing equipment manufacturers, hearing centers, Audiologists and Audiology management and network entities

Administrative Health Care Matters

  • Represented Health Care providers before a variety of state licensure entities, such as:
    • Texas Medical Board
    • Texas State Board of Nursing
    • Texas State Board of Social Workers
    • Oklahoma Board of Medical Licensure and Supervision
    • Louisiana State Board of Medical Examiners
    • California Speech-Language Pathology and Hearing Aid Dispensers Board
  • Represented health care providers in a variety of administrative matters, including:
    • Medicare and Medicaid Appeals
    • Medicare and Medicaid reimbursement issues
    • Administrative and appeal actions with the Texas Department of Insurance and third party insurance payers
  • Representation of physicians in peer review actions with hospital and managed care entities
  • Representation of healthcare providers in whistleblower "qui tam" actions

Corporate and Securities Matters

  • Incorporated, advised and obtained financing for both health care and non-health care business entities and preparation of all organizational, operational and securities documents as each relates to operational concerns including mergers and acquisitions
  • Primary attorney on numerous public and private offerings of securities for various business entities including ambulatory surgery centers, pharmaceutical companies and imaging centers.
  • Representation of investment advisors and broker-dealers.

Healthcare Antitrust and Related Business Concerns

  • Advised numerous companies on antitrust concerns related to operational, merger and acquisition concerns.
  • Responsible attorney on federal and state investigations related to antitrust and business practice issues.
  • Participated in the successful request for a Business Review Letter from the U.S. Department of Justice - Antitrust Division for a Group Health Care Purchasing Association.

 

Recent Significant Published Court Decisions

  • Pat has successfully defended a medical management company in a legal dispute over a mutual mistake as to the property description and the amount of land conveyed at the time of closing. The land in question was used to build a medical office building to house the primary pediatric practice for a five county area in rural East Texas. In Gilbard-Smith v. Perry, 323 S.W.3d 709, the Dallas Court of Appeals reversed the trial court's decision in favor of the previous landowner and rendered judgment in favor of Gray Reed's client.
  • From a corporate securities perspective, Pat successfully defended an international financial consultancy entity against claims it tortiously interfered with a business relationship between another financial consultant and its client. In Greentree Financial Group, Inc. v. Long Fortune Valley Tourism, et al, 824 F. Supp. 2d 1363, the U.S. District Court for the Southern District of Florida granted Defendant's Motion to Dismiss Amended Complaint stating Plaintiff had failed to allege sufficient facts for it to maintain the lawsuit against Gray Reed's client. The other Defendants settled prior to the Court rendering its decision.

 

Professional Activities, Memberships & Affiliations

  • American Health Lawyers Association
    • Physician Organization Practice Group (2014-15 Leadership Development Program)
    • Fraud and Abuse Practice Group
    • Medical Staff Credentialing and Peer Review Practice Group
    • Business Law and Governance Practice Group
    • Mentor/Mentee Program
    • 2015 - 2016 Honor Roll of Public Interest Donors - Patron Annual Giving Club
  • Texas Health Lawyers Association
    • President (2017)
    • Treasurer (2016)
    • Secretary (2015)
    • Dallas Bar Association

Published Books

  • Representing Physicians, 4th Ed., American Health Lawyer Association publication, Chapter 24: "Structuring Physician In-Office Drug Dispensing and Compounding Arrangements"
  • Co-author with Mr. Rick Hindmand of McDonald Hopkins LLC

David Faulkner, Pharm.D.

Senior Director of Pharmacy Operations

David Faulkner is Senior Director of Pharmacy Operations for RSVP Pharmacy and VP of Pharmacy Operations for the Precision Pharmacy Alliance.  David brings a decade’s worth of management experience in both independent and major retail pharmacy.

David has a broad knowledge of high-risk sterile and non-sterile compounding and a track record of maintaining both financial and compliant success in the pharmacy arena.  He has overseen multiple implementations of operating procedures, quality assurance measures, formal training and pharmacy workflow.

David graduated with a Bachelor of Science from the University of Oklahoma.  After a short time in immunopharmacology, David received his Pharm.D. from the University of Oklahoma college of Pharmacy.

Dr. James Strader

Chief Executive Officer & Chairman of the Board

Dr. James Strader serves as CEO of Safe Harbor Compliance & Clinical Services, LLC, which he founded in 2012. His responsibilities include the strategic direction of the company, acquisitions and development. Since inception, Safe Harbor has acquired and developed healthcare-related companies across the US in the areas of healthcare research, pharmaceutical manufacturing and pharmaceutical services with a focus on providing leadership in healthcare compliance.

Dr. James Strader is a highly regarded veteran in the healthcare industry. He is a creative thinker and visionary who, prior to founding Safe Harbor, successfully established and steered the growth of several healthcare start-ups. In less than twenty years in his capacities as president, CEO, and chairman of the board of various start-ups, Strader effectively led all strategic planning, organizational development, and operations to successfully establish and grow start-ups through inception to national expansion.

A dynamic, results-oriented leader, Dr. Strader has an inspired approach to business. As CEO, he leads Safe Harbor with demonstrated interpersonal and communication skills, establishing tactical alliances and mutually beneficial partnerships and relationships with team members, service providers and business affiliates.

Jose Moreno Toscano

President of Safe Harbor

Previously, Americas CEO of Kompan, the world leader in playground equipment.

Previously President of ALK’s US subsidiary.

Mr. Moreno Toscano is the current President of Safe Harbor as well as a member of the Board. Most recently, he served as the Americas CEO of Kompan, the world leader in playground equipment. He served as President of ALK’s US subsidiary, a publicly held Danish company that is a world leader in allergy and immunotherapy care. He held full P&L and operational responsibility for ALK’s core Americas region, successfully growing the top-line via both organic growth and accretive acquisitions. Prior to this role, Mr. Moreno Toscano served as Chief Financial Officer for Applus A/S in Copenhagen, a world leader in automotive testing, inspection, and certification. He began his career leading M&A activity at Chr. Hansen holdings, a world leader in biosciences focused on developing and commercializing ingredients for the food, agricultural and pharmaceutical industries. He earned his Masters Degree in Law from the Universidad de Murcia in Spain and his MBA in International Finance and Strategy from the ENPC School of International Management in Paris. Mr. Moreno Toscano speaks fluent English, Spanish and Danish, and lives with his wife and two children in Austin, TX.

William Fields

Board Member

Bill Fields currently serves as Chairman of Fields Texas Limited, LLC. offering direct capital investments in operating companies, investment vehicles, as well as active and passive investments in which they provide capital, resources or both to support the growth of companies or ideas within the consumer and retail sectors globally.

In his twenty-five year career at Wal-Mart, Mr. Fields held various executive positions, including Assistant to Sam Walton, SVP of Distribution & Transportation, EVP of Wal- Mart, Inc. and President & CEO of the $68 billion Wal-Mart Stores Division. Bill was responsible the strategic planning, execution and oversight for operations, merchandising, marketing and logistics for over 2,000 stores and 700,000 employees.

Additionally, Bill served as the Chairman & CEO of Blockbuster Entertainment Group and President & CEO of Hudson’s Bay Company. Mr. Fields currently holds board positions with Cedar Electronics Corp., Safe Harbor, One World Degree, EyeQ, 4C Health Care and Ultimate Settlements. Bill also serves as an Operating Partner to several leading private equity firms focused on consumer and retail sectors.

Frank DiLazzarro

Board Member

Frank DiLazzaro is a senior executive in the healthcare industry with over thirty years’ experience. He currently serves as Senior Vice President of Global Business Development for the GID Group, the leading global provider of products and methods in the regenerative medicine market.

To the Board, Mr. DiLazzaro offers extensive experience, having held numerous senior executive positions in the healthcare industry over thirty years, focusing on sales and marketing, product development, operations and general management.

Specifically, DiLazzaro brings a strong global background and experience building sales organizations in most key healthcare markets. Prior to joining GID, DiLazzaro served as Global President of Sales for Systagenix Wound Management, a company created from the private equity purchase of Johnson and Johnson Wound Care Division. There, DiLazzaro reorganized the company’s global sales structure while launching a number of key new products. At Kinetic Concepts, Inc (KCI), DiLazzaro built the company’s international business and was responsible for the development and commercialization of V.A.C.® Therapy technology, which promotes wound healing by Negative Pressure Wound Therapy (NWPT) and has grown to become a billion dollar plus brand worldwide.

Rick Hensley

Board Member

Rick Hensley has over twenty-eight years of experience in the healthcare industry. He is a founding partner of Paradigm Healthcare Partners, Inc., based in Tennessee. As managing partner for Paradigm, Hensley consults with manufacturers and providers to improve the chain of distribution in the healthcare industry. He also serves as CEO of SentinelC³, Inc., which he has led to become the leading rental contract management company for healthcare in the U.S.

Hensley’s experience includes five years as divisional vice president for Medline Industries, a leading Chicago-based medical supply manufacturer. It also includes eight years as president and CEO of H. H. Enterprises, Inc., working with over 200 of the industry’s top manufacturers, suppliers, and providers, assisting them with federal compliance, market and product development, and electronic billing. Hensley has consulted with numerous companies to improve the chain of distribution and is a former member of Healthcare Financing Administration’s (HCFA) advisory council, where he developed an extensive knowledge of the healthcare system.

Mr. Hensley currently serves on several for-profit and nonprofit boards, and in the past ten years he has participated in the sale of three privately held healthcare companies. He is listed in the Who’s Who of American healthcare and is a guest speaker for various national healthcare associations. Hensley is an alumnus of the University of Tennessee and Northwestern University’s Kellogg School of Management.

Larry Smith

Board Member

Larry Smith is an owner of TriEpic Laboratory, a company that processes over 15,000 drug confirmations monthly. He is a successful entrepreneur, who for 22 years has been involved in the development and operation of IPAs, surgery centers, surgical hospitals, independent freestanding imaging centers, as well as an allergy services company and a drug confirmation company.

Smith’s work includes organizing and structuring an Independent Practice Association in Oklahoma City to buy patient risk from HMOs and to administer claims. With partners, he developed two surgery centers and nine surgical hospitals. He also established eleven MRI partnerships in four states. Smith and a partner were part of a team that developed United Allergy Services Company.

Before becoming self-employed, Smith headed the consumer banking division for Bank of Oklahoma, where he was responsible for the growth of electronic banking that resulted in a new way of doing consumer business. The division was responsible for all consumer loans, deposit accounts and customer transactions. In ten years at Blue Cross and Blue Shield of Oklahoma, Smith managed several divisions with increasing responsibility. He was promoted to SVP and led sales and marketing (where he had the most fun and felt the most pressure to perform). Despite pressure from HMOs and other companies entering the market, under Smith’s leadership, BCBS maintained market share. With the Provider Relations team and the help of the board of directors, Smith was able to implement a successful PPO and grow the HMO.

Smith holds a BS in Behavioral Science from the University of Kansas and an MS in Finance from Wichita State University. He is married and has three grown children.

Brad Wilson

Board Member

Brad Wilson is president and CEO of Blue Cross and Blue Shield of North Carolina, the state’s largest health insurer with 3.8 million customers. After joining BCBSNC in 1995, Wilson held a range of senior-level positions before being tapped to lead the organization in 2010. Wilson brings to BCBS and to his board position with Safe Harbor a passion for healthcare, a deep commitment to community involvement, and expertise in business and public policy.

Mr. Wilson is dedicated to improving North Carolina’s healthcare system, making healthcare more affordable, and helping BCBSNC adapt in a changing healthcare environment. To address healthcare issues nationally, he serves as a director of the Blue Cross and Blue Shield Association, America’s Health Insurance Plans (AHIP), and BCS Financial Corporation. He is immediate past chair of the National Institute for Health Care Management. Wilson’s work continues in North Carolina, where he chairs the Blue Cross and Blue Shield of North Carolina Foundation, an independent charitable organization that has invested nearly $100M in community-based health and wellness efforts. He is also a board member of the Research Triangle Regional Partnership and a past chair of the University of North Carolina Board of Governors.

A lifelong North Carolinian, Wilson practiced law and served as general counsel to the state’s former governor, Gov. Jim Hunt, directing the governor’s legislative strategy and heading his legal department. He holds a bachelor’s degree from Appalachian State University, a master’s degree from Duke University, and law degree from Wake Forest University.