Management

Managed by Income Research + Management (Since 6/1/2018)

Income Research + Management is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients. They believe that an open, collaborative culture promotes excellence from an investment team of high energy, curious individuals. IR+M’s investment philosophy and process are based on their belief that careful security selection and active risk management provide superior results over the long-term. By combining the capacity and technology of a larger firm with the culture and nimbleness of a boutique firm, the firm strives to provide exceptional service for their clients and a rewarding experience for their employees.

View the Harbor Core Bond Fund Commentary

Manager Profiles

portrait of William A. O’Malley, CFA

William A. O’Malley, CFA

Director of Investment Team

Managing Principal and Senior Portfolio Manager

Mr. O’Malley joined IR+M in September 1994. Prior to IR+M, he was a Vice President at Wellington Management Company LLP. Before joining Wellington in 1989, Mr. O’Malley worked at The Vanguard Group and in Morgan Stanley's Fixed Income Division. He has a BA from Amherst College (1984) and an MBA from The Wharton School of the University of Pennsylvania (1989).

portrait of James E. Gubitosi, CFA

James E. Gubitosi, CFA

Credit and Securitized/Government Team

Principal and Senior Portfolio Manager

Mr. Gubitosi joined IR+M in March 2007. Prior to IR+M, he was a Senior Analyst at Financial Architects Partners. He has a BSBA from Boston University School of Management (2004).

portrait of Sarah M. Kilpatrick

Sarah M. Kilpatrick

Portfolio Strategy Team

Principal and Senior Portfolio Manager

Ms. Kilpatrick joined IR+M in August 2003. Prior to IR+M, she was an Account Controller at State Street Bank and Trust. She has a BS from Lehigh University (2002).