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
Bill O’Neill, CFA
Principal and Senior Portfolio Manager
Mr. O’Neill joined IR+M in 2004 and is a Principal and Senior Portfolio Manager. Prior to joining IR+M, he was a Trader at Investors Bank and Trust. Mr. O’Neill began his investment career in 2000.
Jake Remley, CFA
Principal and Senior Portfolio Manager
Mr. Remley joined IR+M in 2004 and is a Principal and Senior Portfolio Manager. Prior to joining IR+M, he was an associate with Lehman Brothers Holdings. Mr. Remley began his investment career in 2001.
James E. Gubitosi, CFA
Principal and Senior Portfolio Manager
Mr. Gubitosi joined IR+M in 2007 and is a Principal and Senior Portfolio Manager. Prior to joining IR+M, he was a Senior Analyst at Financial Architects Partners. Mr. Gubitosi began his investment career in 2004.
Kara Maloy, CFA
Co-Director of Credit Research
Portfolio Manager
Ms. Maloy joined IR+M in 2010 and is a Portfolio Manager and the Co-Director of Credit Research. Prior to joining IR+M, she was an Analyst at John Hancock Financial. Ms. Maloy began her investment career in 2006.
Matt Walker, CFA
Senior Portfolio Manager
Mr. Walker joined IR+M in 2007 and is a Senior Portfolio Manager. Prior to joining IR+M, he was a Fixed Income Operations Representative at State Street Corporation. Mr. Walker began his investment career in 2003.
Rachel Campbell
Director of Securitized Research
Portfolio Manager
Ms. Campbell joined IR+M in 2009 and is a Portfolio Manager and the Director of Securitized Research. Prior to joining IR+M, she was a Junior Risk Analyst at Cypress Tree Investment Management. Ms. Campbell began her investment career in 2006.
William A. O’Malley, CFA
Director of Investment Team
Managing Principal and Senior Portfolio Manager
Mr. O’Malley joined IR+M in 1994 and is a Managing Principal, Senior Portfolio Manager, and the Director of Investment Team. Prior to joining IR+M, Mr. O’Malley was a Vice President at Wellington Management Company, LLP. Before joining Wellington, he worked at The Vanguard Group and in Morgan Stanley’s Fixed Income Division. Mr. O’Malley began his investment career in 1988.