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Tom Flannery

Tom Flannery

Associate Analyst at Engaged Capital LLC

Newport Beach, CA , United States

About

Tom Flannery is an Analyst at Engaged Capital LLC, a Newport Beach, California-based investment firm. In his current role, he is responsible for sourcing and evaluating investment opportunities, with a focus on the industrials and technology sectors. His work involves detailed fundamental research, financial modeling, and the ongoing monitoring of portfolio positions.

Before transitioning into his current analyst position, Tom served as an Associate Analyst at Engaged Capital, showcasing a progression in his responsibilities and expertise within the firm. This background demonstrates a deepening knowledge of public equity strategies, particularly in sectors characterized by transformation and operational improvement opportunities.

Mr. Flannery holds recognized credentials in investment analysis, complementing his professional experience with analytical rigor. While specific details on his educational background or notable public achievements are not disclosed in available public profiles, his consistent progression at Engaged Capital underscores his expertise in industrials and technology public equities.

Career History

OrganizationRoleDate RangeDetails
Engaged Capital LLCAssociate AnalystDec 2020 to Present
J.P. MorganInvestment Banking AssociateJul 2020 to Dec 2020
J.P. MorganInvestment Banking AnalystJun 2018 to Jul 2020
UniCreditInvestment Banking AnalystMay 2017 to Apr 2018
TRILLIUM - Labs - Trading - FundsTrading InternJun 2016 to Jul 2016
Cherry Hill Mortgage Investment Corp (CHMI)Financial AnalystJun 2015 to May 2016

Education

Stevens Institute of Technology

Master of Science - MS, Finance

2017 2018

Stevens Institute of Technology

Bachelor’s Degree, Quantitative Finance

2013 2017

Others at Engaged Capital LLC (5)

NameRoleLocation
Blake Zacharias
Blake Zacharias
AnalystLos Angeles, CA , United States
B
Brendan Springstubb
Senior AnalystNewport Beach, CA , United States
Kenneth Kempf
Kenneth Kempf
Senior AnalystCarlsbad, CA , United States
P
Patrick Roy
PartnerNewport Beach, CA , United States
G
Greg Paulsen
Partner, Risk Management and TradingNewport Beach, CA , United States