About
Tristan Newkirk, CFA, is a Research Analyst at Cramer Rosenthal McGlynn, LLC, based in New York, NY. He joined the firm in 2021 and operates as a generalist within the investment group, contributing research across a wide range of sectors rather than focusing exclusively on a single industry.
Prior to his current role, Tristan served as an Equity Research Analyst at Goldman Sachs, where his primary coverage was the consumer sectors. Earlier in his career, he was an officer in the United States Air Force for seven years, bringing leadership experience and a disciplined analytical approach to his investment work.
Tristan holds a BS from the United States Air Force Academy and an MBA from Indiana University’s Kelley School of Business. He is a CFA charterholder, underscoring his expertise in investment analysis and portfolio research; his notable achievements include transitioning from defense to finance and making significant contributions in sector-specific research, particularly in consumer industries.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cramer Rosenthal McGlynn, LLC | Research Analyst | Unknown to Present | — |
| Goldman Sachs | Equity Research Analyst | Apr 2018 to Feb 2021 | — |
| United States Air Force | Officer | Apr 2011 to Mar 2018 | — |
Education
Indiana University - Kelley School of Business
2012 — 2014
United States Air Force Academy
2007 — 2011
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 | |
J Jack Haverty | 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 |