Alexander Harvey is a financial advisor at Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation with 19 years of industry experience. He has been with Harvey Capital Management since 2007. A senior executive at his firm holds a minority interest in a wine and spirits import business. Harvey Capital Management provides discretionary investment management services to high-net-worth individuals and related entities. The firm employs a flexible, bottom-up investment approach combining fundamental and technical analysis, managing portfolios that may include equities, fixed income, ETFs, and covered-call options.

Robert Harvey is a CFA charterholder and founder of Harvey Capital Management Inc in Palm Beach, FL, with 20 years of industry experience. He has led Harvey Capital Management since 1996. Harvey Capital Management provides discretionary investment management primarily to high-net-worth individuals and related entities. The firm employs a bottom-up investment process combining fundamental and technical analysis and manages approximately $523 million in client assets as of December 31, 2024.

Sophia Burnichon is a financial advisor with Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation and 19 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management to high-net-worth individuals and related entities, employing a flexible, bottom-up investment approach that combines fundamental and technical analysis. The firm actively manages individualized portfolios including equities, fixed income, ETFs, and option strategies to align with clients’ growth, income, or balanced objectives.