Income Research
Philip M. is a seasoned finance professional with extensive experience in client portfolio management and business development for institutional investors. Currently serving as Vice President and Client Portfolio Manager at Income Research + Management since May 2021, Philip M. previously held leadership positions at Garda Capital Partners as Managing Director and Director, and worked at BlackRock Investment Management (UK) Ltd as an Associate, following an earlier role as Analyst/Associate at BlackRock. Philip M. is an alumnus of the Questrom School of Business at Boston University.
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.