Income Research
Jon Bellandese is a finance professional with extensive experience in operations and investment management. Currently serving as a Senior Associate in Operations at Income Research + Management since December 2023, Jon has held various roles at State Street from July 2018 to December 2023, including Team Lead for Corporate Actions Operations and Senior Associate, Investment Operations Analyst. Prior to that, Jon worked as a valet at The Chanler at Cliff Walk and as an Account Manager at US Valet. Jon earned a Bachelor of Science in Finance from the University of Rhode Island between 2014 and 2017.
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.