Income Research
Bill O’Malley joined Income Research in 1994, and has been part of the leadership team and a shareholder of the Firm since 2001. He became one of the three Managing Principals of the Firm when those titles were introduced in 2008. In his new role as CEO, Mr. O’Malley will continue to oversee the Firm’s Investment Team, which he has led since 2007, and the Client Service Team, which he has led since 2017. He will also have oversight of the Operations, Technology, Human Resources, and Finance Teams.
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Income Research
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Income Research + Management is a privately owned U.S. fixed income firm with approximately $75 billion in assets under management. The Firm manages a broad range of fixed income strategies across the maturity spectrum for institutional investors and private clients. Its investment solutions include short duration cash, core, and credit-only mandates for yield-seeking investors, long-term LDI custom portfolios for DB pension plans looking to de-risk, as well as tax-efficient municipal bond and crossover strategies for taxable or private clients. Income Research + Management was founded in 1987 by John and Jack Sommers, and today is predominantly employee-owned. It is headquartered in Boston, MA.