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

John Trydahl

Amy Dimarzio

Randall Jackson

Jim Gubitosi

Sarah Kilpatrick

The Operations and Management Team at Income Research + Management is responsible for overseeing the company's day-to-day operations, managing human capital, aligning corporate responsibility initiatives, and driving strategic projects. This team ensures operational efficiency, handles financial oversight, and delivers customized solutions for private clients, contributing to the overall growth and sustainability of the firm.

Operations and Management Team

Investment and Portfolio Management

Client Portfolio Management

Technology and Engineering Team

Operations and Management Team

About

Team members

Other teams at Income Research

Investment and Portfolio Management

Client Portfolio Management

Technology and Engineering Team