Tommy Zhang
Portfolio Manager, Senior Research Analyst at Aristotle Capital Boston, LLC
About
Tommy Zhang, CFA, is a portfolio manager at Aristotle Pacific Capital (formerly Pacific Asset Management), based in Newport Beach, CA. He currently manages the firm's Trestles CLO Strategy, serves as associate portfolio manager for the Corporate (Bank) Loan Strategy, and is a senior research analyst responsible for covering the building materials and homebuilders sectors. His investment focus spans floating-rate loans, CLOs, and sectors including building materials and homebuilders.
Tommy joined Aristotle Pacific Capital after working as an associate in the Debt Underwriting Group at Goldman Sachs, where he specialized in loan origination and underwriting within the consumer retail and healthcare industries. He began his career as an associate at KPMG's Advisory practice, contributing to his broad expertise in credit analysis and fixed income investing.
He brings over a decade of investment experience and holds a bachelor’s degree in economics from UCLA. Tommy is a CFA charterholder, an inactive certified public accountant, and an active member of the CFA Society of Orange County. He is recognized for his deep expertise in structured credit and fundamental credit research, contributing to the innovation and performance of Aristotle's bank loan and CLO strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aristotle | Portfolio Manager, Senior Research Analyst | Mar 2023 to Present | — |
| Aristotle | Unknown to Present | — | |
| Aristotle Pacific Capital | Associate Portfolio Manager, Senior Research Analyst | Apr 2023 to Present | — |
| Pacific Asset Management | Credit Analyst | Nov 2016 to Apr 2023 | Credit Research Industry Coverage: Metals & Mining, Chemicals, Building Materials, Homebuilders |
| Goldman Sachs | Associate | Sep 2014 to Nov 2016 | — |
| KPMG | Advisory Associate | May 2013 to Aug 2014 | — |
Education
University of California, Los Angeles
Bachelors of Art, Economics
2008 — 2012
Others at Aristotle Capital Boston, LLC (27)
| Name | Role | Location |
|---|---|---|
| Principal : Portfolio Manager - Global | Los Angeles, CA , United States | |
E Edward Rozell | Senior Vice President Institutional Services | Los Angeles, CA , United States |
| Senior Vice President, Data Management | Los Angeles, CA , United States | |
| Principal, Portfolio Manager | Los Angeles, CA , United States | |
| Principal, Managing Director, Portfolio Manager | Los Angeles, CA , United States | |
| High Yield Portfolio Manager, Senior Credit Research Analyst | Hermosa Beach, CA , United States | |
M Mia Loewinger | Vice President, Corporate Administration | Los Angeles, CA , United States |
M Michael Stevens | Senior Vice President | Boston, MA , United States |
M Miguel Giaconi | Global Research Analyst | Newport Beach, CA , United States |
| Director, Senior Research Analyst | Sarasota, FL , United States |