Key Professionals

 

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.

John J. Davis III
John Davis is an Executive Vice President of Harvey Investment Company. He joined the company in 2000 after spending eight years at J. J. B. Hilliard, W. L. Lyons, Inc. as a Vice President and Director of Compliance for its Investment Management Group. He received a B.A. from Yale University in 1969 and a J.D. from Harvard University in 1974. He served as Trust Counsel for First Kentucky Trust Company and as Assistant Vice President and Senior Attorney at Brown-Forman Corporation. One of the original principals of Harvey Investment Company, he is Chief Compliance Officer, participates in the company’s research activities and manages portfolios.

Mary L. Herrmann
Mary Herrmann has been with the company since its inception in 2000. As an original principal and 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.

Joshua S. Jevne
Josh Jevne joined the company in 2010 as a 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 media investment at Starcom Worldwide. Prior to spending six years in Chicago, Josh worked at State Street Bank in Boston and various startups in San Francisco. Josh’s principal duties at the Harvey Investment Company are equity research and portfolio management.