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About
Tommy Fellner is currently a Research Associate at Brandes Investment Partners in San Diego, California, where he supports the investment research process for the firm's value-oriented equity portfolios. In this role, he is involved in fundamental analysis, company and sector research, as well as providing actionable insights for portfolio managers and senior analysts.
Prior to joining Brandes, Tommy was an Associate at The CPG Collective, where he further developed his skills in analytical research, and previously served as a Leveraged Finance Credit Research Analyst at Goldman Sachs, focusing on high-yield bonds and leveraged loans within a variety of sectors, including industrials and consumer discretionary. His experience spans both the buy-side and sell-side, contributing to a broad perspective on public and private credit and equity markets.
Tommy holds a Bachelor’s degree from UC Santa Barbara, where he majored in History and minored in Professional Writing. He brings expertise in credit analysis, corporate finance, and equity valuation, and is recognized for his rigorous analytical approach within the investment community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Brandes Investment Partners | Research Associate | Jan 2025 to Present | — |
| The CPG Collective | Associate | Jan 2024 to Jan 2024 | - Collaborated with client founders to build financial models and capital structures. Responsible for financial forecasting, scenario analysis, and evaluation of business performance. - Conducted cold... |
| Goldman Sachs | Leveraged Finance Credit Research Analyst | Jan 2021 to Jan 2023 | - Role consisted of repayment modeling, bottom-up analysis, liquidity analysis, and evaluating key credit metrics and industry trends to analyze counterparties’ financial strength. - Covered high-yiel... |
| UCSB Water Polo | UCSB Student-Athlete | Jan 2016 to Jan 2019 | - Team Captain 2019. Helped lead team to a #1 national ranking for only the second time in program history during 2019 season. |
Education
UC Santa Barbara
History, Minor in Professional Writing
Others at Brandes Investment Partners, LP (44)
| Name | Role | Location |
|---|---|---|
| Equity Research Analyst | San Diego, CA , United States | |
| Trading Division Supervisor | San Diego, CA , United States | |
A Amy Minning | Senior Analyst | Arlington, VA , United States |
B Bouramey Ko | Associate Client Portfolio Manager, Institutional Client Portfolio Management | San Diego, CA , United States |
B Brad Chapman | Senior Analyst | San Diego, CA , United States |
B Brent Fredberg | Equity Analyst | San Diego, CA , United States |
B Brian Boyd | Equity Research Associate | San Diego County, CA , United States |
B Bryan Barrett | Senior Research Analyst and Invesment Committee Member | San Diego, CA , United States |
C Carlos Oliveira | Head of Trading Analytics and Market Structure | San Diego, CA , United States |
C Chris Duncan | Equity Research Analyst | San Diego, CA , United States |
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