Our Background and People

In the fall of 2000, Harvey Investment Company, LLC was formed to provide investors a pure research-driven, independent-thinking investment solution that focuses on building wealth with an eye toward preservation of capital, while providing superior customer service.

The equity securities that we buy to construct your portfolio will be chosen internally by our research team. We have a very clear idea of what we are looking for, and, while we have access to a wide range of outside research services for information, we rely on our own judgment when we act.

We limit our fixed income selections to corporate, U.S Treasury, government agency, and municipal securities rated investment grade or better by the primary rating agencies. We do not speculate or attempt to enhance fixed income returns by buying lower quality bonds.

Samuel C. Harvey

Samuel C. Harvey

Sam Harvey is the President of Harvey Investment Company. He received a B.A. in 1969 and an M.B.A. in 1971 from the University of Virginia. He began his investment career at J. J. B. Hilliard, W. L. Lyons, Inc. as a stockbrocker in 1972 and later held positions as a branch manager, Director of Research, Chief Executive and Chief Investment Officer of the firm’s Investment Management Group. He was an Executive Vice President of the firm and a member of the Board of Directors of Hilliard Lyons prior to its purchase by PNC Financial Services. He founded Harvey Investment Company in 2000 and, in addition to his managerial duties, leads the company’s investment research efforts and portfolio management. Click here to e-mail Sam Harvey.

Mary L. Herrmann

Mary L. Herrmann

Mary Herrmann has been with the company since its inception in 2000. As an original principal and Senior Vice President of the company, she is in charge of client service, administration and marketing. Mary holds a B.A. in Communication from the University of Louisville. In 1990, she began her career in financial services with Liberty National Bank in branch management. At Commonwealth Bank & Trust Company, Mary served as branch manager, private client officer and Vice President of marketing. Click here to e-mail Mary Herrmann.

Joshua S. Jevne

Joshua S. Jevne, CFA

Josh Jevne joined the company in 2010 and is a Senior Vice President. He received a B.A. from Denison University in 2000 and an M.B.A. from the Kellogg School of Management at Northwestern University in 2009. While pursuing his master’s degree in Chicago, Josh worked in the media investment industry. Prior to spending six years in Chicago, Josh worked at State Street Bank in Boston and various startups in San Francisco. Josh participates in equity research and manages portfolios. Click here to e-mail Josh Jevne.

S. Hunter Noble

S. Hunter Noble

Hunter Noble, a Vice President, joined Harvey Investment Company in 2013 after working at J.J.B. Hilliard, W.L. Lyons, Inc. as an Associate for its Investment Products Group. He received a B.A. from the University of North Carolina at Chapel Hill in 2008 and a J.D. from Valparaiso University in 2011. Hunter is the firm’s Chief Compliance Officer. In addition, he has duties in operations, equity research and portfolio management. Click here to e-mail Hunter Noble.