We firmly believe that our diverse viewpoints and experiences help us generate stronger investment results for our clients.
Our Team.
Incorporating decades of industry experience with our consistent investment philosophy and process, the foundation of our team approach is collaboration and a common knowledge that when our clients succeed, we succeed.
Firm Leadership
Senior Investors
Investment Product Management Team
Client Team
All
Board of Directors
Bill O'Malley, CFA
Chief Executive Officer and Co-Chief Investment Officer
Brooke Anderson, CFA
Director of Investment Product Management
Matt Cannata
Senior Vice President, General Counsel
Max DeSantis, CFA
Chief Operating Officer
Meghan Driscoll, CAIA
Chief Financial Officer, Co-Head of Client Team
Jim Gubitosi, CFA
Co-Chief Investment Officer
Sarah Kilpatrick
Chief of Staff
Erinn King, CFA
Chief Strategy Officer, Co-Head of Client Team
Richard Kizik, CFA
Chief Compliance Officer
Bill O'Neill, CFA
Senior Portfolio Manager
Mike Sheldon, CFA
Deputy Chief Investment Officer
Bill O'Malley, CFA
Chief Executive Officer and Co-Chief Investment Officer
Jim Gubitosi, CFA
Co-Chief Investment Officer
Mike Sheldon, CFA
Deputy Chief Investment Officer
Rachel Campbell
Portfolio Manager, Director of Securitized Research
Isha Chanana, CFA
Portfolio Manager
Lyniese Harrison, CFA
Portfolio Manager
Nate Hollingsworth, CFA
Director of Portfolio Risk
Jeremy Holtz, CFA
Portfolio Manager
Allysen Mattison, CFA
Director of Investment Risk, Vice Chair of the Investment Committee
Carrie Mermelstein, CFA
Senior Portfolio Manager
Kristoff Nelson, CFA
Director of Credit Research
Bill O'Neill, CFA
Senior Portfolio Manager
Wesly Pate, CFA
Senior Portfolio Manager
Scott Pike, CFA
Senior Portfolio Manager
Justin Quattrini, CFA
Portfolio Manager
Jake Remley, CFA
Senior Portfolio Manager
Mark Riordan, CFA
Associate Portfolio Manager
Tucker Rothmann, CFA
Senior Portfolio Manager
Ginny Schiappa, CFA
Portfolio Manager
Matt Walker, CFA
Senior Portfolio Manager
Erinn King, CFA
Chief Strategy Officer, Co-Head of Client Team
Brooke Anderson, CFA
Director of Investment Product Management
Amy DiMarzio
Senior Vice President, Head of Marketing
Daniel Comiskey, CFA
Vice President, Investment Product Strategist
Theresa Roy, FSA, EA, CFA
Senior Vice President, Investment Product Strategist, Head of LDI & Pension Solutions
Allison Walsh, CFA
Senior Vice President, Investment Product Strategist, Head of ESG & Corporate Sustainability
Meghan Driscoll, CAIA
Chief Financial Officer, Co-Head of Client Team
Erinn King, CFA
Chief Strategy Officer, Co-Head of Client Team
Alexandra Anastos, CFA
Vice President, Wealth Management
James Begen
Client Portfolio Manager
Joseph Connolly, CFP®
Vice President, Wealth Management
Hope Dubuque
Client Portfolio Manager
Nils Hegstad, CFA
Senior Client Portfolio Manager
Jonathan Higley
Client Portfolio Manager
Graham Hopper, CIMA
Head of Wealth Management
Rob Lund, CFA
Head of Consultant Relations & Insurance Solutions
Philip Machoka
Client Portfolio Manager
Eric Mueller, CFA
Senior Client Portfolio Manager
Matt O'Connell, CFA
Senior Client Portfolio Manager
Sarah Spencer
Client Portfolio Manager
John Trydahl
Head of Business Development
Kyle White
Client Portfolio Manager
Bill O'Malley, CFA
Chief Executive Officer and Co-Chief Investment Officer
Brooke Anderson, CFA
Director of Investment Product Management
Matt Cannata
Senior Vice President, General Counsel
Max DeSantis, CFA
Chief Operating Officer
Meghan Driscoll, CAIA
Chief Financial Officer, Co-Head of Client Team
Jim Gubitosi, CFA
Co-Chief Investment Officer
Sarah Kilpatrick
Chief of Staff
Erinn King, CFA
Chief Strategy Officer, Co-Head of Client Team
Richard Kizik, CFA
Chief Compliance Officer
Mike Sheldon, CFA
Deputy Chief Investment Officer
Alexandra Anastos, CFA
Vice President, Wealth Management
James Begen
Client Portfolio Manager
Rachel Campbell
Portfolio Manager, Director of Securitized Research
Isha Chanana, CFA
Portfolio Manager
Amy DiMarzio
Senior Vice President, Head of Marketing
Daniel Comiskey, CFA
Vice President, Investment Product Strategist
Joseph Connolly, CFP®
Vice President, Wealth Management
Hope Dubuque
Client Portfolio Manager
Lyniese Harrison, CFA
Portfolio Manager
Nils Hegstad, CFA
Senior Client Portfolio Manager
Jonathan Higley
Client Portfolio Manager
Nate Hollingsworth, CFA
Director of Portfolio Risk
Jeremy Holtz, CFA
Portfolio Manager
Graham Hopper, CIMA
Head of Wealth Management
Rob Lund, CFA
Head of Consultant Relations & Insurance Solutions
Philip Machoka
Client Portfolio Manager
Allysen Mattison, CFA
Director of Investment Risk, Vice Chair of the Investment Committee
Carrie Mermelstein, CFA
Senior Portfolio Manager
Eric Mueller, CFA
Senior Client Portfolio Manager
Kristoff Nelson, CFA
Director of Credit Research
Matt O'Connell, CFA
Senior Client Portfolio Manager
Bill O'Neill, CFA
Senior Portfolio Manager
Wesly Pate, CFA
Senior Portfolio Manager
Scott Pike, CFA
Senior Portfolio Manager
Justin Quattrini, CFA
Portfolio Manager
Jake Remley, CFA
Senior Portfolio Manager
Mark Riordan, CFA
Associate Portfolio Manager
Tucker Rothmann, CFA
Senior Portfolio Manager
Theresa Roy, FSA, EA, CFA
Senior Vice President, Investment Product Strategist, Head of LDI & Pension Solutions
Ginny Schiappa, CFA
Portfolio Manager
Sarah Spencer
Client Portfolio Manager
John Trydahl
Head of Business Development
Matt Walker, CFA
Senior Portfolio Manager
Allison Walsh, CFA
Senior Vice President, Investment Product Strategist, Head of ESG & Corporate Sustainability
Kyle White
Client Portfolio Manager
Jack Sommers, CFA
Co-Founder and Executive Chairperson
Bill O'Malley, CFA
Chief Executive Officer and Co-Chief Investment Officer
Debbie Goldstein
Director
Bill Lawrence, CFA
Director
Mike Miles
Director
Kate Taylor
Director
Dune Thorne, CTFA, CWS
Director
Data provided as of January 2, 2024
@ 2024Income Research + Management. All Rights Reserved.
