Income Research
Timothy Jones, CFA, is a seasoned finance professional with extensive experience in client portfolio management and institutional investor services. Currently serving as a Senior Client Portfolio Analyst at Income Research + Management since January 2018, Timothy has progressed through various roles, including Client Portfolio Analyst, Senior Associate, and Client Service Associate. Prior to this, Timothy worked at State Street from July 2015 to January 2018 as an AIS Fund Administrator and held several internships at State Street and State Street Global Advisors focused on fund administration, securities finance, and business continuity. Timothy holds a Bachelor's degree in Finance and Mathematics from Providence College, graduated in 2015, and is an alumnus of Hingham High School.
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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.