Technology, Media & Telecommunications

Engineering & Automotive

Engineering & Automotive

Harvey & Company is a leading buy side acquisition advisory firm serving private equity funds and acquisitive corporations. Harvey & Company's principals have initiated and closed over 200 proprietary acquisitions, including 65 in the past four years. The firm also participates as a principal investor in platform transactions, with a portfolio currently including 26 middle market companies.

• Created investment plans • Developed and presented comprehensive company analyses. • Evaluated current and alternative investments for clients.• Learned principles of investing given a client’s situational needs in the short and long term

• Assisted in presenting investment plans to clients with over 5 million dollars in net worth.• Built a strong foundation on analyzing a client’s information to tailor a portfolio specific to their needs• Assembled and presented various mock client investment reviews using Morningstar• Conducted research and presented stocks, mutual funds, exchanged traded funds in which posed for alternative investments• Prepared daily notes highlighting important events in the financial… Show more • Assisted in presenting investment plans to clients with over 5 million dollars in net worth.• Built a strong foundation on analyzing a client’s information to tailor a portfolio specific to their needs• Assembled and presented various mock client investment reviews using Morningstar• Conducted research and presented stocks, mutual funds, exchanged traded funds in which posed for alternative investments• Prepared daily notes highlighting important events in the financial markets and how they may have affected our clients• Networked and made connections with clients and managers to build a better understanding of the wealth management industry Show less