Income Research
Carrie Mermelstein has extensive experience in the investment management sector, currently serving as a Senior Portfolio Manager at Income Research + Management since March 2019, after previously holding various roles, including SVP, Senior Research Analyst, and Senior Investment Risk Analyst within the same organization. Prior experience includes tenures as a Senior Credit Analyst at Cambridge Place Investment Management and as a Senior Portfolio Manager at State Street Global Advisors. At Fidelity Investments, Carrie worked as a Fixed Income Trader, and began the career at Lehman Brothers as an Associate focusing on MBS and ABS Strategies. Educational qualifications include an MBA with a Financial Engineering Track from MIT Sloan School of Management and a BA in Mathematics from Yale University.
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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.