Income Research + Management
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.
Funds Managed
Manager Profiles
James E. Gubitosi, CFA
Co-Chief Investment Officer
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).
Sarah M. Kilpatrick
Chief Operations Officer
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).
William A. O’Malley, CFA
Chief Executive Officer, Co-Chief Investment Officer
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).