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.

Investment Management

Income Research

Bill O’Malley

Amy Dimarzio

Randall Jackson

Susan Brengle

Jim Gubitosi

Sarah Kilpatrick

The leadership team at Income Research has a long history of experience in the financial industry. Many of the team members have worked as financial analysts at major firms, such as Morgan Stanley. The team is also well-educated, with degrees from top schools in economics and finance.

Leadership Team

CEO and Executive Team

Board of Directors

Leadership Team

About

Team members

Other teams at Income Research

CEO and Executive Team

Board of Directors