Income Research
Matthew O'Connell, CFA, has extensive experience in client portfolio management, having worked at Income Research + Management since May 2012 in various roles including Senior Client Portfolio Manager and Client Relationship Manager. Prior to this, Matthew O'Connell gained experience at State Street in Alternative Investment Solutions and served as an Investment Banking Intern at America's Growth Capital. Matthew O'Connell also interned at MetroLacrosse. Educated at Saint Anselm College, Matthew O'Connell earned a Bachelor of Arts in Business.
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.