Articles from Income Research + Management

Income Research + Management (“Income Research” or “IR+M”) today announced the hiring of Mark D’Alfonso as Chief Operating Officer (“COO”), where he will oversee the firm’s Technology and Operations Teams. Concurrently, IR+M shared that its preceding COO, Max DeSantis, CFA, will be transitioning back to the Investment Team in a new role – Senior Portfolio Manager and Co-Director of Portfolio Management. Max will leverage his technology and portfolio management expertise as the firm evolves its investment solutions while maintaining its long-standing investment philosophy.

Income Research + Management (“Income Research” or “IR+M”) today announced that Bill O’Malley, CFA, the firm’s CEO and Co-CIO, will pivot from his Co-CIO duties and focus exclusively on his CEO and board of director responsibilities, effective March 31, 2025. Jim Gubitosi, CFA, IR+M’s Co-CIO with Bill since 2020, will welcome Mike Sheldon, CFA, the firm’s Deputy CIO since January 2024, as his new Co-CIO.

Income Research + Management (“Income Research” or “IR+M”) today announced the hiring of Scott Weinberg as the Head of Client Strategy. In this new role, Scott will execute IR+M’s client engagement and growth strategy, support the firm’s robust consultant partnerships, and oversee client relationship managers. He will report to Erinn King, Chief Strategy Officer and Co-Head of the Client Team.

Income Research + Management (“Income Research” or “IR+M”) is pleased to announce the appointment of Graham Hopper as the Head of Wealth Management. In the newly created role, Graham will be responsible for the continued development, execution, and oversight of IR+M’s brand and market penetration in Private Client, RIA, Family Office and relevant platform channels. He will report to Sue Brengle, Chief Client Officer.

Income Research + Management (“Income Research” or “IR+M”) and BondBloxx Investment Management (“BondBloxx”) today announced a new partnership. BondBloxx filed a registration statement for the BondBloxx IR+M Tax-Aware Short Duration ETF, which IR+M will sub-advise.

Income Research + Management (“Income Research” or “IR+M”) today announced the hiring of Erinn King, CFA as Chief Strategy Officer. In the newly created role, Erinn will be responsible for developing and executing IR+M’s growth strategy as well as directing the firm’s product priorities. She will report to Bill O’Malley, CEO and Co-CIO, and will work closely with Jim Gubitosi, co-CIO, and Susan Brengle, Head of Client Relationships and Business Development.

Income Research + Management (“Income Research” or “IR+M”) today announced the hiring of John Trydahl as Director, Business Development and Strategy. John joins IR+M from Loomis, Sayles & Company, where he was a Vice President within the Institutional Services group. In his new role, John will focus on furthering IR+M’s institutional business development objectives in North America while also contributing to the strong client and consultant partnerships IR+M is known for. John will be based in Columbus, Ohio and will report to Susan Brengle, Head of Client Relationships and Business Development.

Income Research + Management (“Income Research” or “IR+M”), a fixed income asset management firm based in Boston, today announced the addition of a new Advisory Member to its Board of Trustees. Bill Lawrence, CFA, former Chief Investment Officer of Traditional Assets at SEI Investments, joined the Board on April 1. He will work alongside Fiduciary Members John Sommers, Jack Sommers, and Bill O’Malley, as well as four other Advisory Members – Debbie Goldstein, Kate Taylor, Dune Thorne, and Ella Washington.

Income Research + Management (IR+M), the U.S. fixed income manager with $88 billion in AUM, today announces its plans to relocate its headquarters to Boston’s Winthrop Center, a 691-foot mixed-use tower developed by MP Boston, a local arm of the internationally renowned developer, Millennium Partners. Created in collaboration with Handel Architects and MIT professors, Winthrop Center embraces sustainability and incorporates the exacting Passive House office design standards to become the world’s first Global Class A office building.

Income Research + Management (IR+M), the U.S. fixed income manager with $92 billion in AUM, today announced that March 2022 marks its 35th anniversary as a firm and partner to institutional and private clients.

Income Research + Management (“Income Research” or “IR+M”), a fixed income asset management firm based in Boston, today announced the addition of four Advisory Members to the Board of Trustees: Debbie Goldstein, Kate Taylor, Dune Thorne, and Ella Washington. The Advisory Members joined the Board on October 1, 2021, and work alongside Fiduciary Members John Sommers, Jack Sommers, and Bill O’Malley.