Income Research
Sarah Spencer possesses extensive experience in portfolio management and investment analysis, currently serving as a Client Portfolio Manager and Investment Team Business Manager at Income Research + Management since June 2016. Prior roles include Senior Portfolio Analyst and prior positions at LMCG Investments focused on fixed income trading and analysis, as well as a Vice President role at Corby Capital Markets where custom portfolio solutions were developed in collaboration with the CEO. Sarah also held an Assistant Vice President position managing municipal accounts and served as a recruiter specializing in intellectual property law at Kaplan and Jass. Sarah earned a Bachelor of Arts in English Language and Literature and Business Administration from the University of New Hampshire.
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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.