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 Leadership Team at Income Research is responsible for setting the strategic direction and overall vision of the firm, overseeing operations, and ensuring effective execution of investment strategies. This team drives organizational growth and alignment across various functions, while fostering a culture of innovation and excellence in fixed income management. Additionally, they engage with clients and stakeholders to enhance relationships and understand market dynamics.

Leadership Team

Investment and Portfolio Management

Client Portfolio Management

Technology and Engineering Team

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Leadership Team

About

Team members

Other teams at Income Research

Investment and Portfolio Management

Client Portfolio Management

Technology and Engineering Team

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Leadership Team

About

Team members

Other teams at Income Research

Investment and Portfolio Management

Client Portfolio Management

Technology and Engineering Team

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