Income Research
Sam Marrone, a professional with a BS in Finance and Accounting from Bentley University, has held various key roles in the investment management industry. From 1998 to 2006, Sam was the Vice President of Global Investment Support at MFS Investment Management. Following that, from October 2006 to December 2015, Sam worked at GMO as Department Head for Global Trade Operations and Investment Operations. Currently, since April 2016, Sam has been with Income Research + Management as the SVP, Head of Operations & Fund Administration.
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.