Kevin rejoined the Firm in 2020 and serves as a senior research analyst as a generalist in CRM’s investment group. Prior to joining CRM, Kevin was a Portfolio Manager and Chief Investment Officer at Keeley Asset Management. He led the transition from a founder-led firm to team-managed organization, guiding the company through two ownership changes. Before joining Keeley Asset Management, Kevin was a principal with CRM from 1989 through 2012. He began his career as an investment banking analyst in the Mergers and Acquisitions department at Morgan Stanley (1986-1988) and was an associate in the risk arbitrage trading department at Credit Suisse First Boston (1988-1989). Kevin graduated from Columbia University with a Bachelor’s of Science in Electrical Engineering.
Tom joined CRM in 1996 and is a trader for CRM’s investment team. Previously, he was employed as a trader at Gabelli Asset Management. Tom attended Fordham University where he earned a CBA BS in accounting.
Bernie joined the Firm in 2009 and his primary roles are as a portfolio manager of CRM Small Cap Value and senior research analyst focusing on the financial and real estate sectors in CRM’s investment group. Previously, he was a Vice President and senior analyst on the U.S. Small and Mid Cap Value Equity Team at BlackRock Investment Management. Prior to BlackRock, Bernie covered financial services as an investment analyst at Morgan Stanley Investment Management and a credit analyst at JPMorgan Chase. He earned a BS from Brooklyn College and an MBA from New York University’s Leonard N. Stern School of Business.
Bianca joined CRM in 2000 and is responsible for supporting CRM’s portfolio management team and trading desk. Previously, she was employed at Rothschild, Inc. for 15 years. Bianca attended Queensborough Community College where she earned an AAS in Computer Information Systems. She is active in the charitable endeavor, Support Connection, Inc.
Brian joined the Firm in 2005 and serves as the Firm’s Chief Investment Officer and was named co-CEO of CRM following the Firm’s buyback transaction completed on September 30, 2019. He maintains overall responsibility for the Firm’s investment team and the Firm’s management and strategic direction. Brian is also a portfolio manager of CRM Small Cap Value and a senior research analyst focusing on the financial and real estate sectors in CRM’s investment group. Prior to CRM, he was an equity research analyst at Fox-Pitt, Kelton. Brian also spent four years as an accountant in the financial services audit practice at KPMG LLP and earned his CPA designation. He received a BS from Fairfield University.
Jack joined the Firm in 2023 and serves as a research analyst, as a generalist, in CRM’s investment group. Most recently, he worked at Gabelli Funds as a research analyst with a focus on EVs and other industrial companies. Previously, Jack began his career in public accounting at BDO and worked on the sellside at Wolfe Research. He received his Masters in Accounting from the University of Kansas and an MBA from Columbia Business School.
Rob joined the Firm in 2005 and he is a portfolio manager on CRM All Cap Value and Mid Cap Value and a senior research analyst covering the energy and TMT sectors in CRM’s investment group. Previously, Rob worked at Copper Beech Capital Management, a long/short fund focusing on the technology sector. He has additional experience from CIBC World Markets, Donaldson, Lufkin & Jenrette, and Arthur Andersen & Company LLP. He received a BS from Fairfield University’s School of Business.
Tyler joined the Firm in 2014 and he currently serves as a research analyst covering the TMT, energy, and utilities sectors in CRM’s investment group. Prior to CRM, he worked at Credit Suisse where he served as an investment banking associate with a focus on TMT. Tyler holds an FSA Credential from the Sustainable Accounting Standards Board and received a BA from Amherst College and an MBA from New York University’s Leonard N. Stern School of Business.
Mimi Morris joined the Firm in 2010 and is a portfolio manager on CRM Long/Short Opportunities and Small/Mid Cap Value and a senior research analyst covering the consumer sectors in CRM’s investment group. Prior to CRM, Mimi was a Director at Telsey Advisory Group where she was an equity analyst and consultant. She has additional financial experience from Merrill Lynch, Columbia House Company, and Donaldson, Lufkin, and Jenrette. She received a BA from Williams College and an MBA from Columbia Business School. Mimi serves on the Board of the Brooklyn Botanical Garden.
Tristan joined the Firm in 2021 and serves as a research analyst as a generalist in CRM’s investment group. Previously, Tristan was a research analyst at Goldman Sachs with a focus on the consumer sectors. Prior to Goldman Sachs, Tristan spent seven years as an active duty officer in the United States Air Force. He received a BS from the United States Air Force Academy and an MBA from Indiana University’s Kelley School of Business.
Matthew joined CRM in 2023 and is responsible for supporting CRM’s portfolio management team and trading desk. Previously, Matthew was employed at Interactive Brokers LLC. Matthew attended The University of Connecticut where he graduated with a BS in Economics. He is an active participant in the charitable organization Paideia.
Thad joined the Firm in 2003 and is a portfolio manager on CRM Small/Mid Cap Value and CRM Mid Cap Value and a senior research analyst in CRM’s investment group covering the healthcare, industrials, and consumer sectors. Thad also leads the Firm’s Responsible Investing and ESG efforts, including as a Principles for Responsible Investment (PRI) signatory. Prior to CRM, he spent three years as an analyst in Corporate Finance at Lehman Brothers. He holds Chartered Financial Analyst, Chartered Alternative Investment Analyst and Certified Management Accountant designations. He also holds FSA Credential from the Sustainable Accounting Standards Board and is a member of the CFA Society of New York. Thad received a BS from Yale University.
Jeffrey Yanover joined the Firm in 2017 and currently serves as a research analyst in CRM’s investment group focusing on the consumer, healthcare, and industrial sectors. Most recently, he spent six years at Clovis Capital Management as a senior analyst covering the industrial and healthcare sectors. Previously, Jeff was an analyst at Lord Abbett, Arience Capital, and Savannah-Baltimore Capital. Jeff is a graduate of the University of Texas at Austin with a BS in finance.
Jason joined the Firm in 2015 and currently serves as a portfolio manager on CRM Long/Short Opportunities and senior research analyst covering industrials, TMT, and consumer sectors in CRM’s investment group. Previously, Jason was a Managing Director at JAT Capital and began his career in the Mergers & Acquisitions department at Morgan Stanley. Jason has additional financial experience from WRA Investments, Cobalt Capital, and Matrix Capital Management. He received a BS from The Wharton School of the University of Pennsylvania. Jason serves on the Board of Scarsdale Little League Baseball.