Income Research
Jack Sommers serves as the Executive Chairperson at Income Research + Management since January 1, 2020, where responsibilities include client engagement, mentoring, recruiting, and overseeing the Board. Prior experience includes a role as a Financial Analyst at Morgan Stanley from June 1984 to June 1986. Jack holds a Master of Business Administration (MBA) from Harvard Business School, obtained between 1986 and 1988, and a Bachelor's degree in Economics from Amherst College, earned from 1980 to 1984.
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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.