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 Strategy and Business Development Team at Income Research + Management is responsible for driving the firm's growth and market positioning through strategic initiatives and partnerships. This includes leading enterprise solutions projects, developing and implementing corporate strategies, fostering client relationships, and expanding the firm's investment product offerings. The team collaborates to identify new market opportunities, optimize operations, and ensure alignment with the firm’s long-term objectives.

Strategy and Business Development Team

Investment and Portfolio Management

Client Portfolio Management

Technology and Engineering Team

Strategy and Business Development Team

About

Team members

Other teams at Income Research

Investment and Portfolio Management

Client Portfolio Management

Technology and Engineering Team