Who We Are
IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients. Our investment philosophy and process are based on our 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, we strive to provide exceptional service for our clients and a rewarding experience for our employees.
By staying true to our investment philosophy, we look forward to delivering strong investment results and exceptional client service to all of our clients.
Team
The IR+M team has been led by the same seasoned professionals since the firm’s inception. Senior Portfolio Managers are engaged in all aspects of investment decision making, ensuring consistency across our investment philosophy and process. The efforts of our Portfolio Managers are supported and strengthened by dedicated Research Analysts. Our Client Portfolio Managers have deep knowledge of each client’s needs and insight into their portfolios. Together, these professionals deliver exceptional client service.
Managing Principals
Senior Management
Matthew Conroy, CFA
Director of Operations, Technology, Finance, and Business Risk
Jim Gubitosi, CFA
Credit and Securitized/Government Team
Sarah Kilpatrick
Portfolio Strategy Team
Richard Kizik, CFA
Chief Compliance Officer
Molly Manning
Director of Client Service
Sue Synodis
Director of Human Resources
Senior Investors
Paul Clifford, CFA
Municipal Team
Max DeSantis, CFA
Risk Team
Nate Hollingsworth, CFA
Portfolio Strategy Team
Ed Ingalls, CFA
Credit Team
Kara Maloy, CFA
Credit Team
Allysen Mattison, CFA
Risk Team
Bill O’Neill, CFA
Credit Team
Wesly Pate, CFA
Portfolio Strategy Team
Scott Pike, CFA
Securitized/Government Team
Jake Remley, CFA
Securitized/Government Team
Mike Sheldon, CFA
Securitized Team
Matt Walker, CFA
Credit Team
Client Team
Brooke Anderson, CFA
Director of Product Management
Tim Boomer, FSA, FIA
Product Manager, LDI and Pension Strategy
Matt Drasser
Client Portfolio Manager
Jamie Gordon, CFA
Senior Client Portfolio Manager
Nils Hegstad, CFA
Client Portfolio Manager
Rob Lund, CFA
Client Portfolio Manager
Angela Meringoff, CFA
Client Portfolio Manager
Eric Mueller, CFA
Client Portfolio Manager
Allison Walsh
Client Portfolio Manager
Stephen Weiss, CFA
Senior Client Portfolio Manager
Culture
IR+M enjoys an entrepreneurial, open-office environment where we can discuss the merit of research and ideas in real-time, allowing us to move quickly on news – good and bad. We employ a stable, experienced team of capable, committed, and collaborative professionals.
Our CREED
- Collaboration – Work together to achieve the best possible outcome for our clients and IR+M
- Respect – Display personal integrity and treat others as you would like to be treated
- Excellence – Set high standards and consistently deliver your best work
- Engagement – Bring commitment and accountability to your work
- Diligence – Perform with thoughtfulness, perseverance, and dedication
Core Values
- Our clients always come first
- We foster an open office, team environment
- We care about our colleagues
IR+M was built on the premise that if you foster a culture of collaboration, stay true to a disciplined investment process, remain diligent about security selection, and act in the best interests of your clients, everyone will benefit.
Community Service
IR+M supports charities focused on our community by contributing primarily to causes impacting education, health and wellness, and youth programs, as well as supporting the work our clients do to improve their communities.
