About
Jack Haverty is a Research Analyst at Cramer Rosenthal McGlynn, LLC, based in New York. Joining the firm in 2023, Haverty serves as a generalist within CRM’s investment group, contributing to equity research and analysis across multiple sectors with a particular emphasis on industrial companies and emerging themes such as electric vehicles (EVs).
Prior to his current role, Haverty was a Research Analyst at Gabelli Funds, where he covered EVs and other industrial sectors, bringing sector-specific expertise in these areas. His career also includes experience in public accounting at BDO and sell-side research at Wolfe Research.
Haverty holds an MBA from Columbia Business School as well as Master’s and Bachelor’s degrees in Accounting from The University of Kansas School of Business. Designated CPA, his background provides deep expertise in financial statement analysis, industrial sector trends, and multi-sector equity research, supporting his contributions to value-driven investment strategies within the mid- and small-cap equity space.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cramer Rosenthal McGlynn, LLC | Research Analyst | Jan 2023 to Present | — |
| Gabelli Funds | Research Analyst | Jan 2022 to Jan 2023 | — |
| Columbia Business School | MBA Candidate | Jan 2021 to Jan 2022 | — |
| Brizo Capital | Summer Analyst | May 2021 to Sep 2021 | — |
| Wolfe Research, LLC | Equity Research Associate | Jan 2018 to Jan 2021 | — |
| BDO USA, LLP | Assurance Intern | Jan 2016 to Aug 2016 | — |
| The University of Kansas | Introduction to Financial Accounting Tutor | Jan 2015 to May 2015 | — |
Education
Columbia Business School
Master of Business Administration - MBA
2021 — 2022
The University of Kansas School of Business
Master’s Degree, Accounting
2016 — 2017
The University of Kansas School of Business
Bachelor’s Degree, Accounting
2012 — 2016
Others at Cramer Rosenthal Mcglynn LLC (8)
| Name | Role | Location |
|---|---|---|
A Andrey Belov | Research Analyst | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | United States |
 | Research Analyst | New York, NY , United States |
K Kevin Chin | Portfolio Manager | Darien, CT , United States |
 | Portfolio Manager | Rockville Centre, NY , United States |
 | AVP and Head of Trading | New York, NY , United States |
T Tristan Newkirk | Research Analyst | New York, NY , United States |
J Jeffrey Yanover | Portfolio Manager | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Alex D | Partner | Permian Investment Partners, LP | New York, NY , United States |
 | Analyst | Permian Investment Partners, LP | Dallas, TX , United States |
