Income Research
Katelyn Callan has over a decade of experience in finance, currently serving as Head of Finance at Income Research + Management since September 2013, with a progression of roles including Senior Strategy Analyst, Assistant Vice President, Senior Associate, and Associate. Prior to this, Katelyn worked as a Senior Accountant and Accounting Associate at Rossignol from July 2011 to September 2013, and held a Financial Analyst Intern position at Discrete Headwear in April 2011. Early career experiences include a Skier Services role at Alta Ski Area and a Marketing Intern position at The Kimball Art Center. Katelyn holds an MS in Quantitative Management from NYU Stern School of Business (2021-2023) and a Bachelor of Science in Economics from UNH Peter T. Paul College of Business and Economics (2007-2011), along with completing a Winter at Westminster program in 2010.
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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.