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Tommy Zhang

Tommy Zhang

Portfolio Manager, Senior Research Analyst at Aristotle Capital Boston, LLC

Newport Beach, CA , United States

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

OrganizationRoleDate RangeDetails
AristotlePortfolio Manager, Senior Research AnalystMar 2023 to Present
AristotleUnknown to Present
Aristotle Pacific CapitalAssociate Portfolio Manager, Senior Research AnalystApr 2023 to Present
Pacific Asset ManagementCredit AnalystNov 2016 to Apr 2023
Credit Research Industry Coverage: Metals & Mining, Chemicals, Building Materials, Homebuilders
Goldman SachsAssociateSep 2014 to Nov 2016
KPMGAdvisory AssociateMay 2013 to Aug 2014

Education

University of California, Los Angeles

Bachelors of Art, Economics

2008 2012

Skills & Expertise

Legal Research
Internal Audit
TeamMate
Mergers and Acquisitions
Hedge Funds
Auditing
Advisory
Kpmg
Investment Banking
Alternative Investments
Analysis
Access

Others at Aristotle Capital Boston, LLC (39)

NameRoleLocation
Alberto Jimenez Crespo
Alberto Jimenez Crespo
Principal : Portfolio Manager - GlobalLos Angeles, CA , United States
David Harris
David Harris
Senior Vice PresidentCumming, GA , United States
E
Edward Rozell
Senior Vice President Institutional ServicesLos Angeles, CA , United States
Elsy Collins
Elsy Collins
Senior Vice President, Data ManagementLos Angeles, CA , United States
Gregory Schroer
Gregory Schroer
Senior Vice President, Advisory DistributionChicago, IL , United States
Greg Padilla
Greg Padilla
Principal, Portfolio ManagerLos Angeles, CA , United States
James Birdwell
James Birdwell
Principal, Managing Director, Portfolio ManagerLos Angeles, CA , United States
John Brueggemann
John Brueggemann
High Yield Portfolio Manager, Senior Credit Research AnalystHermosa Beach, CA , United States
J
John Manley
Principal, Managing Director- Institutional ServicesBoston, MA , United States
John Quan
John Quan
Managing Director and Chief Technology OfficerLos Angeles, CA , United States
Showing 1-10 of 39 team members