About
Brian Harvey is Co-Chief Executive Officer, Chief Investment Officer, and Equity Portfolio Manager at Cramer Rosenthal McGlynn, LLC, where he leads investment strategy and portfolio management with a specialized focus on U.S. small and mid-cap value equities. At CRM, he manages key strategies such as the Small Cap Value portfolio, overseeing a disciplined, research-driven investment process that emphasizes bottoms-up stock selection within a concentrated market cap range of approximately $400 million to $2.5 billion.
He began his investment career as a Supervising Senior Accountant at KPMG US before moving to Fox-Pitt, Kelton as an Equity Research Analyst, ultimately joining CRM in 2005 and rising through the ranks to senior leadership roles. Brian's expertise lies in equity research, portfolio construction, and risk management, particularly within the financials, industrials, consumer, and technology sectors typical of small and mid-cap U.S. equities.
Brian Harvey holds a Bachelor of Science in Accounting from Fairfield University and is a CFA® charterholder. Over three decades, he has contributed to CRM's track record of investment performance, becoming recognized for his collaborative, data-driven approach to identifying undervalued opportunities and his commitment to client-focused portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cramer Rosenthal McGlynn, LLC | Equity Portfolio Manager | Jan 2005 to Present | — |
| Fox-Pitt, Kelton | Equity Research Analyst | Jan 1998 to Jan 2005 | — |
| KPMG US | Supervising Senior Accountant | Jan 1994 to Jan 1998 | — |
Education
Fairfield University
Bachelor of Science (B.S.), Accounting
1990 — 1994
Skills & Expertise
Others at Cramer Rosenthal Mcglynn LLC (8)
| Name | Role | Location |
|---|---|---|
A Andrey Belov | Research Analyst | Stamford, CT , United States |
| Research Analyst | New York, NY , United States | |
K Kevin Chin | Portfolio Manager | Darien, CT , United States |
| Portfolio Manager | Rockville Centre, NY , United States | |
| AVP and Head of Trading | New York, NY , United States | |
T Tristan Newkirk | Research Analyst | New York, NY , United States |
J Jack Haverty | Research Analyst | New York, NY , United States |
J Jeffrey Yanover | Portfolio Manager | New York, NY , United States |
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