Income Research
Robert Lund, CFA, currently serves as the Head of Consultant Relations and Insurance Solutions at Income Research + Management since June 2009. Over the years at Income Research + Management, Robert has held various positions, including Principal, Senior Vice President, and Client Portfolio Manager. Prior to this role, Robert gained experience at BNY Mellon Wealth Management as a Sales Associate and at Brown Brothers Harriman as an Operations Specialist. Robert Lund earned a Bachelor of Arts degree from the University of New Hampshire between 2000 and 2004.
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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.