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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Engaged Capital LLC | Associate Analyst | Dec 2020 to Present | — | 
| J.P. Morgan | Investment Banking Associate | Jul 2020 to Dec 2020 | — | 
| J.P. Morgan | Investment Banking Analyst | Jun 2018 to Jul 2020 | — | 
| UniCredit | Investment Banking Analyst | May 2017 to Apr 2018 | — | 
| TRILLIUM - Labs - Trading - Funds | Trading Intern | Jun 2016 to Jul 2016 | — | 
| Cherry Hill Mortgage Investment Corp (CHMI) | Financial Analyst | Jun 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)
| Name | Role | Location | 
|---|---|---|
| Analyst | Los Angeles, CA , United States | |
| BBrendan Springstubb | Senior Analyst | Newport Beach, CA , United States | 
| Senior Analyst | Carlsbad, CA , United States | |
| PPatrick Roy | Partner | Newport Beach, CA , United States | 
| GGreg Paulsen | Partner, Risk Management and Trading | Newport Beach, CA , United States |