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Team

   
Robert J. Simon, Senior Managing Director, joined Bradford in 1984 and has about 40 years of private equity investment and corporate finance experience. Mr. Simon is or has been the Chairman of the Board of numerous public and private companies, including United Brass Holdings, Inc., Alkota Cleaning Systems, Inc., Electron Beam Holdings Corporation, Globe Food Equipment, Inc., Sunbelt Modular, Inc., Independent Printing Company, Inc., Overseas Equity Investors Ltd., Adco Technologies, Inc., Foilmark, Inc., Mexican Accent, Inc., Overseas Private Equities N.V., Overseas Private Investors Ltd., Pamarco Technologies, Inc., Paramount Cards, Inc., The Sunbelt Companies, Inc. and TriMark USA, Inc. Mr. Simon serves or has served on the boards of Indo-European Foods, Inc., Overseas Callander Fund, Ltd., Professional Plumbing Group, Inc., The C.R. Gibson Company and VSC Corporation. He was the Chairman of the Board of the Entrepreneurs’ Exchange, Inc. at New York University Graduate School of Business Administration and also served on the Advisory Board of the Berkley Center for Entrepreneurial Studies. Prior to joining Bradford, Mr. Simon worked at Kidder, Peabody & Company, Inc. as a securities analyst and at Minneapolis-based U.S. Bancorp in the acquisition finance department. Mr. Simon received an MBA in finance with honors from New York University Graduate School of Business Administration and a B.S. in finance with honors from the University of Minnesota School of Management.
 
Neil J. Taylor, Principal and Chief Financial Officer, joined Bradford in 1990 and has about 30 years of finance and administrative experience. Mr. Taylor is or has been a Director of Electron Beam Holdings Corporation, United Brass Holdings, Inc., Globe Food Equipment, Inc. and Sunbelt Modular, Inc.  Mr. Taylor is responsible for the day-to-day financial management of Bradford and its four United States and European private equity funds. Prior to joining Bradford, Mr. Taylor was a senior accountant at Dreyfus Corporation, where he was responsible for financial reporting, budgeting, forecasting and implementing computerized accounting systems. Mr. Taylor graduated with honors from City of London University, England with a B.A. degree in Business Studies. He also completed the Graduate Enterprise Program at the Cranfield School of Management, England.
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David W. Jaffin, Senior Advisor, re-joined Bradford in 2019 and has more than 40 years of private equity investment, corporate executive, and finance experience. Mr. Jaffin worked at Bradford from 1987 until 1998, including becoming CFO of one of its public portfolio companies, HoloPak Technologies, Inc. Since then, he has served as either president, COO, CFO, or partner of Poliwogg Holdings, B2B CFO, XShares Advisors LLC, and a chemical company. He began his career as a CPA and auditor for Arthur Andersen & Co. Mr. Jaffin received an MBA in finance and accounting from New York University and a BA in History, cum laude, from Harvard College.
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C. Hamilton Davison Jr., Advisor, is currently a Principal with Advantaged In Strategy, LLC, a management consulting firm specializing in turnaround and growth of small to middle market companies. Mr. Davison also serves as the Executive Director of the American Catalog Mailers Association, a Washington-based 501(c)(6) advocacy group. Formerly, he was the President and a director of Paramount Cards, Inc. a manufacturer and retailer of greeting cards. He also served as Chairman of Cardsmart Retail Corporation, a retail format he created. Mr. Davison has served on the Mailing Industry Task Force for the U.S. Postal Service and was the Secretary and Treasurer of the Mailing Industry CEO Council. Long active in postal affairs, he has testified before both Houses of Congress, a Presidential Commission in addition to substantial lobbying and media activities. Mr. Davison serves on a variety of private and not-for-profit boards. Until its sale in 2000, he was a board director and member of the audit committee of publicly listed Valley Resources, Inc. Mr. Davison received a bachelor’s degree from Vanderbilt University and a master’s degree from the University of Texas.

Robert J. Halpern, Advisor, was the President and Chief Executive Officer of Trimark USA, Inc. from 1999 to 2005. Previously, he was President of United East Foodservice Supply, Co., a foodservice equipment and supply distribution company, from 1975 until 1999. Mr. Halpern serves as a board member of Electron Beam Technologies, Inc. Mr. Halpern graduated from the Wharton School, University of Pennsylvania in 1961.

Jerald I. Hyman, Advisor, is the President and CEO of TriMark USA, Inc., the nation’s second largest distributor of foodservice equipment and supplies. Mr. Hyman has been involved in the foodservice industry for over 30 years and started at TriMark USA, Inc. in 1981. Mr. Hyman currently serves as a Director and President of Allied Buying Corporation, a Director of the Foodservice Equipment Distributor’s Association, Supply America, the International Foodservice Equipment Distributor’s Association and TriMark USA, Inc. Mr. Hyman is a graduate of Cornell University.

Brian Kelly, Advisor, is the President of Waverly Partners, Inc. He is also a Director National Manufacturing Co., Inc., a specialty manufacturing company. Prior to starting Waverly in 1994, Mr. Kelly was President of Fitchburg Coated Products, a manufacturer of specialty coated papers and a winner of the USA Today National Quality Award. From 1984 to 1989, he served as Chief Financial Officer of Technographics, Inc. Mr. Kelly is a Certified Public Accountant, received an AB in Political Science from Providence College and an MBA from McGill University.

Edward H. Levine, Advisor, is the President/CEO of Neumont University, South Jordan, Utah. Neumont is a private equity funded educator that grants bachelor and master degrees in computer science. He is also the co-author of, “Deep Branding on the Internet.” Previously, as co-founder and CEO of Firebrand LLC., Mr. Levine and his colleagues advised senior managers, developed strategic growth plans and directed brand programs at client companies in the USA and Europe. Engagements have included: wireless communications, finance, education, retail, wholesale distribution and non-profit organizations. At the age of 24, he co-founded a bicycling equipment company which merged with Bell Sports. Mr. Levine serves on the Board of Trustees of the Rhode Island School of Design and is board member of Manifold Products, Neumont University, and Independent Printing Company, Inc. Mr. Levine graduated from The Rhode Island School of Design with a bachelor degree from the Industrial Design department.

D. Bruce Merrifield, Jr., Advisor, is the President of Merrifield Consulting Group, Inc., a business consulting and speaking practice founded in 1980. In 1983, he purchased and turned around Clark Security Products, located in San Diego. Mr. Merrifield is an expert in the field of distribution and has given presentations to more than 100 different trade associations and companies of all sizes, including many of the world’s largest corporations. His range of speaking topics is reflected in over 100 published articles and a successful book, “Electronic Commerce for Distribution Channels”. Mr. Merrifield serves on several corporate boards and has pioneered work in the areas of “innovation and collaboration management.” Mr. Merrifield graduated from Princeton University and received an MBA from The Harvard Business School.

Lee R. Miskowski, Advisor, was Vice President of The Ford Motor Company, General Manager of the Lincoln-Mercury Division and General Manager of the Parts and Service Division of Ford and also was assigned in Europe. He has been on the board of Autocraft Industries and the Advisory Board of Lear Corporation. He has served as Chairman of the Board of Hospice of Michigan as well as Michigan Parkinson Foundation. He has received BBA and MBA degrees in finance from the University of Wisconsin. Mr. Miskowski was on the board of Adco Technologies, Inc. and Professional Plumbing Group, Inc.

James F. Robinson, Advisor, was the President and Chief Executive Officer of Tufco Technologies, Inc. Previously, Mr. Robinson was Business Development and Technical/Business Director-Latin America for Mondi, a publicly traded multinational company headquartered in Johannesburg, South Africa. Mr. Robinson was also a founding member of Hygenitec, LLC, a Wisconsin-based wet wipes manufacturer. Mr. Robinson serves as a director on the board of Independent Printing Company, Inc. He received a B.A. in Business Administration/Economics from Lakeland College, attended graduate school in Mexico and is fluent in Spanish and Portuguese.

William Ziemendorf, Advisor, is the CEO of Independent Printing Company, Inc., having joined Independent in 1986. Previously, he was employed as a CPA at Shinners, Hucovski & Company. Mr. Ziemendorf received a bachelor degree in business administration from the University of Wisconsin-Eau Claire.