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.

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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).