The Graham Group is an alliance of independent operating businesses and investment firms which share in the legacy of entrepreneur Don Graham, an engineer who built and ran several global manufacturing businesses commencing from a modest start in a farmhouse basement in central Pennsylvania.
Starting at just 27 years old, Don grew his farmhouse basement operation into three advanced manufacturing and industrial technology businesses which today generate several billion dollars in annual revenue, producing plastics packaging, materials processing equipment/technology, and building products.
The Graham Group has expanded to include five independent investment businesses which collectively manage several billion dollars in private capital, and at any moment in time own controlling interests in dozens of operating businesses spanning industries which range from industrial technologies to advanced manufacturing to software development, education and sports.
Don is the founder of The Graham Group, an alliance of industrial businesses and investment management firms, each of which traces its roots to a design engineering firm founded in Central Pennsylvania by Don in 1960 in the basement of his York County farmhouse.
The Graham Group’s three legacy industrial businesses, Graham Packaging, Graham Engineering, and Graham Architectural, operate globally and collectively generate several billion dollars in annual revenue. The Graham Group has also spawned five independent investment businesses which today manage several billion dollars in internal capital for Graham and 3rd party capital for external institutional investors. First, Graham Capital manages an endowment-style portfolio of investments in marketable securities and alternative investment funds for The Graham Group, while also overseeing Graham Engineering and Graham Architectural. Second, Graham Partners and Inverness Graham are independent Registered Investment Advisors, managing committed capital under private equity structures for institutional investors, including leading university endowments, charitable foundations and pensions funds. Finally, Graham Software Development and Striker Partners manage internal Graham Group capital and make direct investments in a variety of sectors, including software development/information technology, education and sports.
Don earned his bachelor’s degree in Mechanical Engineering and a master’s degree in Industrial Engineering & Business Management from the University of Michigan, where he remains actively involved on a philanthropic and volunteer basis. Don was inducted into the University of Michigan Engineering Honorary Societies; Pi Tau Sigma and Sigma Rho Tau. Don currently serves on the President’s Advisory Group for the University, founded the University’s Graham Sustainability Institute, and serves as an active volunteer in several areas including the University’s College of Engineering and Athletic Department. He has also received Honorary Doctorate Degrees from both York College of Pennsylvania and the University of Michigan and is an Honorary Penn State Alumnus.
A committed supporter of educational, community, cultural and environmental projects, Don has funded programs at many other institutions, including Dartmouth College and York College of Pennsylvania (including the Graham Business School and the Graham Innovation Scholars Program), Penn State York (including the Graham Center for Entrepreneurial Leadership Studies), the University of Pennsylvania (including the Penn Museum), the York YMCA’s Graham Aquatic Center, and Burke Mountain Academy (including the Graham Family Endowment).
Don has been active in many professional groups including the Young Presidents Organization, Chief Executive Officers, World Business Council, American Business Council, and the Recycling Advisory Council, and has served on numerous corporate and philanthropic boards including chair of the Board of Trustees of the Mpala Foundation in Kenya, which is involved in a health clinic, school, research center, ranch, and wildlife conservancy. He is a member of the Plastics Hall of Fame and recipient of Lifetime Achievement Award from the Society of Plastics Engineers.
Don is married with five children and seventeen grandchildren.
Chairman & CEO – Graham Capital Company
Paul is the Chairman and CEO of Graham Capital and sits on its Investment Committee. Prior to assuming the role of CFO of Graham Capital in 1998, Paul served in the position of Global Treasurer for the Graham Packaging Group, with responsibilities for world-wide treasury management, global taxation, investment management, and oversight of real estate operations. Paul was involved in the negotiation and planning of several acquisitions, divestitures, and joint ventures transactions for various companies that have been members of The Graham Group in France, Canada, Italy, United Kingdom, Brazil, Mexico, Germany, and China. Paul currently serves as a Director on the boards of Graham Engineering and Graham Architectural, and on the Advisory Boards of Graham Partners Annex, L.P. and Striker Partners. Paul’s additional responsibilities include serving as a Trustee for several Graham family trusts.
Previously, Paul was a senior tax consultant with Ernst & Young, serving clients in the small and emerging business group, with an emphasis on pass-through entities. Paul earned his B.S. in Accounting, with honors, from The Pennsylvania State University and is a member of the Pennsylvania Institute of Certified Public Accountants. Paul also has served on the Board of Directors of the American Red Cross, York-Adams Chapter, and has served as the Treasurer, Finance Committee Chair, and Audit Committee Chair. He is a board member of the York County Community Foundation and serves as Chair of its Investment Committee.
Vice President – Human Resources and Chief Human Resources Officer – Graham Capital Company
Bill is the Vice President – Human Resources and Chief Human Resources Officer of Graham Capital. In this role, Bill provides strategic and operational leadership of the Human Resources and Human Capital Planning functions for operating businesses that are members of The Graham Group, including Graham Engineering, Graham Architectural Products and Continental Glass Systems, LLC. As Senior HR Operating Partner, Bill also plays a leadership role related to human resources and talent management issues, as well as initiatives and projects for portfolio companies of certain of The Graham Group’s investment management members, including Graham Capital, Graham Partners, Inverness Graham and Striker Partners.
Bill has over 30 years of experience in human resources management and human capital leadership. Prior to joining Graham, he served as Senior Vice President of Human Resources at New World Pasta, a wholly owned subsidiary of Ebro Puleva Grupo. Prior to joining New World Pasta, Bill spent most of his career as Vice President of Human Resources and CHRO for the Susquehanna Pfaltzgraff Co., a diversified privately held company with multiple operating businesses in the consumer products manufacturing, radio broadcasting, cable communications, internet and real estate industries.
Bill received his B.S. in Management & Marketing from Saint Joseph’s University and holds an M.B.A. with concentrations in Finance and Human Resources Management from LaSalle University. He is a member of the Society of Human Resources Management (SHRM). Bill serves on the board of directors of WellSpan Population Health Services and WellSpan Provider Network, an integrated healthcare system serving communities in central Pennsylvania. He also serves on the board of The Appell Center for the Performing Arts, as well as on the advisory boards of the Graham Center for Entrepreneurial Studies at Penn State University, the Susan P. Byrnes Health Education Center in York and the New Birth of Freedom Council, Boy Scouts of America.
Vice President – Controller and Administration – Graham Capital Company
Chuck is the Vice President – Controller and Administration for Graham Capital and oversees all accounting and reporting matters for Graham Capital, Graham Engineering Corporation, and Graham Architectural Products Corporation. Chuck’s responsibilities include oversight of the investment and financial reporting for all Graham family entities. Chuck also interfaces with other financial executives at operating businesses that are members of The Graham Group, including Graham Engineering Corporation and Graham Architectural Products Corporation and is responsible for their risk management structures.
Chuck has over 30 years of experience in the accounting and finance fields. Previously, Chuck was a senior member of several manufacturing-related companies. Chuck also served as an audit manager for Price Waterhouse (now PricewaterhouseCoopers), serving corporate clients in the manufacturing and financial institution sectors. Chuck earned his B.A. in Accounting from Loyola College and became a CPA immediately following graduation. Chuck serves in various volunteer organization positions.
Vice President – Legal and Tax – Graham Capital Company
Mike is the Vice President – Legal and Tax for Graham Capital Company and oversees all legal and tax matters for Graham Capital Company and all Graham affiliated entities. He is principally responsible for overseeing legal matters and tax research and planning for The Graham Group including federal, state, local and international tax planning as well as federal transfer tax planning and tax planning with respect to financial instruments and investments. Mike oversees a vast array of contractual, commercial and business matters and any legal controversies related thereto. He also oversees federal and state tax audits, as well as tax compliance matters for The Graham Group.
Mike has over 23 years of experience in the legal and tax fields. Previously, Mike was a senior tax manager with Ernst & Young serving large corporate clients in the manufacturing sector and financial institutions sector. Prior to working for Ernst & Young, Mike worked as an in-house tax attorney for New Holland North America, Inc., a global manufacturer of farm machinery and equipment. Mike earned his B.A. in Economics and History from Rutgers University, his J.D. from the Dickinson School of Law of Pennsylvania State University and his L.L.M. in Taxation from Villanova University School of Law. He is a member of the Pennsylvania Bar Association and has spoken to various organizations on numerous tax topics. Mike serves on the Board of Directors of the Lancaster County Youth Amateur Hockey League and has served as its president for the past six years. He also serves on the Board of Directors of the Hempfield Black Knight Wrestling Club. Mike lives in Lancaster, PA with his wife Kathy, three sons (Ted, Luke and Kirk), and daughter (Sophia).
Vice President – Information Technology – Graham Capital Company
Jeff is the Vice President – Information Technology for Graham Capital and oversees all technology matters for Graham Capital, Graham Engineering Corporation, and Graham Architectural Products Corporation. Jeff joined Graham Capital after serving over 13 years as the IT director at Graham Engineering Corporation. He is responsible for developing and leading the shared IT services group based at Graham Capital which supports offices and manufacturing locations throughout the United States. Jeff is fully integrated with the management groups and actively leads Information Technology teams at all the businesses.
Jeff has over 25 years of experience in the Information Technology field. Previously, Jeff was the technology manager with Glatfelter Paper Company supporting a global platform and guiding the company decisions through emerging Internet technologies. He was also responsible for the global Y2K project that spanned from Asia to Europe and throughout the United States. Jeff earned his B.A. in Mathematics/Computer Science from Gettysburg College and his M.S. in Information and Telecommunication Systems from Johns Hopkins University.
Jeff serves on the Board of Directors for the Belmont Theater, a local performing arts center in York. He is an active volunteer martial arts instructor at a local studio working with both children and adults. Jeff also serves as a leader with the Sea Scouts, an adventuring arm of the Boy Scouts of America that focuses on sailing, boating and other water activities.
Director of Taxation
Amy is the Director of Taxation for Graham Capital Company. She is principally responsible for overseeing all federal, state, and local tax compliance as well as all federal and state audits for Graham Capital Company and all Graham related affiliates. Amy also oversees tax research and planning for The Graham Group.
Amy has over 25 years of experience in the tax field. Previously, Amy worked at the accounting firm of Ernst & Young servicing clients in the small business and mid-market clients, with an emphasis on pass-through entities and individuals. Prior to joining Graham Capital Company, Amy was a tax manager at Capital Blue Cross, a leading health insurance provider serving central Pennsylvania and the Leigh Valley. Amy earned her B.S. in Accounting from The Pennsylvania State University and is a member of the Pennsylvania Institute of Certified Public Accountants and the Pennsylvania Society of Tax and Accounting Professionals.
Controller – Graham Capital Company
Steve is the Controller for Graham Capital and oversees the day to day financial activities of the accounting group including financial administration, reporting, budgeting, forecasting, and cash management, among other functions. Steve joined Graham Capital in 1998 after serving for four years as the Accounting Manager at Graham Engineering Corporation. Steve’s responsibilities include the financial oversight of Graham Capital and all Graham family office related entities, oversight of various Graham audit engagements, implementation and maintenance of financial accounting software and investment management software, administration of Graham Companies benefit plans, and assistance with sourcing and maintenance of Graham Family investments. Steve also serves on the Graham Family Investment Committee, represents the Graham Companies on the Affinity Captive Insurance board of directors and works on special projects at various Graham operating companies.
Steve has over 25 years of experience in the accounting and finance fields. Prior to joining Graham, Steve worked as an auditor, tax preparer and small business consultant for Harry Ness & Company, CPAs in York, PA where he earned his CPA license. Steve earned his B.S. in Accounting with a minor in Psychology from Millersville University of Pennsylvania and a Masters of Business Administration with a concentration in Management from York College of Pennsylvania. While at Millersville, Steve was a co-captain of the cross country team and was an NCAA Division II all-conference and all-regional distance runner on the track team.
In 2010, Steve was elected to the West Manchester Township Board of Supervisors and has served as Chairman, Vice Chairman and board member since then. Steve has served on various volunteer boards and organizations including the Institute of Management Accountants, the New Birth of Freedom Council Boy Scouts of America, United Way of York County, the West Manchester Township Park & Recreation Board, and the National MS Society Leadership Award Committee. Steve has also coached and served in leadership positions for numerous youth sports organizations including lacrosse, cross country, track & field, football, basketball and soccer. Steve lives in York, PA with his wife Melanie and their four sons. In his spare time, Steve enjoys running, playing golf, hunting, fishing, hiking, camping, spending time with his family and watching his sons’ sporting events.
Managing Director - Private Markets – Graham Capital Company
Dado is the Managing Director - Private Markets for Graham Capital and is responsible for origination, evaluation and monitoring of private equity funds and other private market investments. In addition, he focuses on portfolio asset allocation and performance forecasting. Dado also serves as a Senior Advisor to Graham Partners.
Dado has over 20 years of private equity experience. Prior to assuming his role at Graham Capital, Dado served as a Managing Principal of Graham Partners, where he was involved in private equity fund investing on behalf of Graham Capital as well as sourcing new investment opportunities and providing ongoing support and oversight for a number of Graham Partners’ portfolio companies. Previously, Dado was involved with corporate development activities relating to operating interests held by entities associated with The Graham Group – working on M&A transactions completed in France, the United Kingdom, Poland, Brazil, and Argentina, as well as major financings and the divestiture of a controlling interest in Graham Packaging Company to Blackstone.
Dado earned his B.A. in International Business and Strategic Management from Temple University, and his M.B.A. from Temple University’s Fox School of Business. Originally from Croatia, Dado enjoys spending time with his family and playing tennis when not working. While at Temple University, Dado was on the varsity tennis team, where he was ranked as one of the top five collegiate players in the eastern United States.
Independent Trustee and Investment Committee member – Graham Capital Company
Since 1978, Bill Kerlin has held executive positions with various operating and investment companies that have been members of The Graham Group, including holding a key role in the development of each of Don Graham’s legacy industrial businesses over several decades. In addition to serving as CEO and Chairman of Graham Capital, Bill serves as Chairman of Graham Architectural, and CEO of Graham Engineering. Bill serves as a member of Graham Capital’s Investment Committee, and acts as a trustee of several Graham family trusts.
Prior to the sale of a majority interest in Graham Packaging in 1998 to The Blackstone Group, Bill also served as CEO of Graham Packaging, with worldwide responsibility for its operations, and was a senior member of Graham Packaging’s Management Committee.
Bill is a member of the Advisory Board of Graham Partners Investments, L.P. and Graham Partners II, L.P., and serves as a Director on the boards of Graham Engineering, and Graham Architectural.
Bill graduated with highest distinction from The Pennsylvania State University in 1973 with a Bachelor of Science degree from the College of Business Administration with a major in Accounting. Following graduation, he joined the Harrisburg office of Ernst & Ernst (now Ernst & Young) where he attained his CPA certificate in May 1975, passing the examination with honors.
Bill has been an active and engaged supporter of philanthropic causes and community organizations, including having chaired or served on the Boards of WellSpan Health, York County Community Foundation, Penn State York Advisory Board, and The York County Chamber of Commerce, among others.
Graham Capital is the investment office for The Graham Group, managing a diversified portfolio of marketable securities and alternative investments internal to The Graham Group.
Marketable Securities Graham Capital invests on a global basis with equity and fixed income managers deploying an array of strategies in public markets.
Alternative Investments Graham Capital is heavily-allocated in alternative assets, which represent more than half of its internal investment portfolio. Globally, it has committed to alternative investment managers in categories ranging from buyout and venture capital to hedge funds and absolute return, opportunistic real estate, natural resources, distressed and commodities.
Note: Graham Capital provides no services to third parties. Graham Capital provides services exclusively to family clients and is not an investment adviser.
Paul Rudy 1420 Sixth Avenue PO BOX 1104 York, Pennsylvania 17405