Strategic Advisor Driving Business and Financial Growth

Harvey has started and been a principal of several companies in the Philadelphia region over his career and leverages those skills to support business owners and C-executives.  He works as an advisor to companies at all stages in their lifecycle from early startups through transitions to retirement and exit.  The core focus is on company strategy, business models, financial results and benchmarks, and funding options.

The industry segments in his background have been diverse including manufacturing, distribution, direct marketing, product development, technology and strategic consulting.  The same is true of his roles and responsibilities which included Managing Principal, CEO, CFO, VP-Finance and General Manager.  He considers himself a true “business generalist” and has had success in many settings.

His experience allows him to bring a unique prospective to owners of mature companies as he has shared their challenges.  As the business environments change over time companies need to revisit their strategy and model to respond and stay current, and reanalyze the financial metrics used to measure results.  He has developed a process – Listen : Explore : Analyze : Develop : Deliver – to reach the goal to reignite growth and success.

After exiting his last company, Harvey spends much of his time as a mentor to the entrepreneurship programs of several universities, works with early stage companies as an advisor and investor, and is a board and committee member of Mid-Atlantic Diamond Ventures and Ben Franklin Technology Partners.

Industry Experience

  • Manufacturing
  • Distribution
  • B2C Direct Sales
  • Media and Advertising
  • Technology
  • Promotional Marketing
  • Brand Strategy

Functional Experience

  • Founder/Owner
  • CEO
  • Managing Partner
  • CFO
  • VP-Finance
  • General Manger

Geographical Experience

  • North America

Board Experience

  • Mid-Atlantic Diamond Ventures (current)
  • Ben Franklin Technology Partners (current)

Education

  • Temple University, B.S. – Accounting and Finance