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Brian Harvey

Equity Portfolio Manager at Cramer Rosenthal Mcglynn LLC

United States

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

OrganizationRoleDate RangeDetails
Cramer Rosenthal McGlynn, LLCEquity Portfolio ManagerJan 2005 to Present
Fox-Pitt, KeltonEquity Research AnalystJan 1998 to Jan 2005
KPMG USSupervising Senior AccountantJan 1994 to Jan 1998

Education

Fairfield University

Bachelor of Science (B.S.), Accounting

1990 1994

Skills & Expertise

Microsoft Office
Management
Microsoft Excel
Microsoft Word
Research
PowerPoint
Sales
Leadership
Training
Photoshop
Analysis
Portfolio Management
Strategic Planning
Business Development

Others at Cramer Rosenthal Mcglynn LLC (8)

NameRoleLocation
A
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Research AnalystStamford, CT , United States
Guillermo Herrera
Guillermo Herrera
Research AnalystNew York, NY , United States
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Kevin Chin
Portfolio ManagerDarien, CT , United States
Robert Maina
Robert Maina
Portfolio ManagerRockville Centre, NY , United States
Thomas Cook
Thomas Cook
AVP and Head of TradingNew York, NY , United States
T
Tristan Newkirk
Research AnalystNew York, NY , United States
J
Jack Haverty
Research AnalystNew York, NY , United States
J
Jeffrey Yanover
Portfolio ManagerNew York, NY , United States

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