Income Research
Kyle White has extensive experience in client portfolio management and marketing within the financial services sector. Currently serving as a Client Portfolio Manager at Income Research + Management since March 2015, Kyle has advanced through various roles, including Associate Client Portfolio Manager and Senior Client Portfolio Analyst. Prior experience includes a role as a Regional Marketing Associate at Putnam Investments, focusing on client acquisition and capital market discussions in the Greater LA area, along with responsibilities as a Dealer Marketing Representative. Kyle holds an MBA from Boston College Carroll School of Management and a BA in Sociology and Education from Bowdoin College. Earlier professional experience includes internships at The Boston Foundation and Brigham and Women's Hospital.
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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.