Co-Founder and Managing Principal
Senior Portfolio Manager, 53 years of experience
John co-founded IR+M as a privately-owned, independent, fixed income investment management firm to serve institutional and private clients, in 1987. At the time, large firms were scaling up their operations to meet client demand, which meant more time was devoted to managing the business than managing portfolios. With a desire to stay hands-on and do what he loves, he decided to start his own fixed income shop. John and his co-founder, Jack Sommers, have added seasoned investment professionals to lead research in all sectors of the investment grade markets and built a first-class client-facing team to ensure that clients received personalized, timely, and helpful input on their portfolios and the fixed income markets. Our independence and focus enable further investments in technology and increased depth across our organization.
Serving as a Senior Portfolio Manager since our inception, John plays an integral role in all aspects of investment decision making, ensuring consistency across our investment philosophy and process . John is a member of our Product, Executive, Investment Governance, and Management Committees.
Prior to founding IR+M, John was Director of Fixed Income, President, and CEO of Putnam Advisory Company where he was responsible for over $20 billion in fixed income assets. Before that, John was Director of Fixed Income Sales and Trading at Loeb, Rhoades & Co. and at F.S. Smithers.
John has a BA in Liberal Arts from Bucknell University (1961) and an MBA in Finance from NYU (1965).Back to Who We Are