Income Research
Kara Gilman, PMP, is a seasoned project manager with extensive experience in client services and project delivery within the financial sector. Currently serving as Project Manager for Enterprise Solutions at Income Research + Management since February 2007, Kara has successfully managed large-scale projects, including a significant accounting system replacement completed on time and within budget in Q2 2021. Prior roles include Senior Vice President, Client Services, where Kara was instrumental in managing client service project pipelines and implementing new products, as well as various leadership positions at McKinley Capital Management, State Street Research, Putnam Investments, and JP Morgan. Kara holds an MBA from The American International University in London and a Bachelor of Science in Business Administration and Management from the University of Maine.
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.