PDF

The IR+M Team

The IR+M team has been led by the same seasoned professionals since inception of the firm. Senior portfolio management is 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 service professionals, known as client portfolio managers, have deep knowledge of each client’s needs and insight into their portfolios. Together, these professionals deliver exceptional client service.

Senior Management

John Sommers

Managing Principal, Senior Portfolio Manager John co-founded IR+M in March 1987. Prior to IR+M, he was Director of Fixed Income at the Putnam Companies and was responsible for over $20 billion in fixed income assets. John joined Putnam in 1976 and actively managed fixed income portfolios until 1985 when he was named President and CEO of Putnam Advisory. Prior to Putnam, John was Director of Fixed Income Sales and Trading at Loeb, Rhodes & Co. and at F.S. Smithers. John has a BA from Bucknell University and an MBA from NYU.

Jack Sommers, CFA

Managing Principal, Senior Portfolio Manager Jack co-founded IR+M in March 1987. Prior to IR+M, he worked for Morgan Stanley in their Fixed Income Division until 1986. Jack has a BA from Amherst College and an MBA from Harvard Business School.

Bill O'Malley, CFA

Managing Principal, Senior Portfolio Manager Bill joined IR+M in September 1994. Prior to IR+M, he was a Vice President at Wellington. Before joining Wellington in 1989, Bill worked at The Vanguard Group and in Morgan Stanley's Fixed Income Division. Bill has a BA from Amherst College and an MBA from The Wharton School at the University of Pennsylvania.

Richard Kizik, CFA

Principal, Chief Compliance Officer Rick joined IR+M in October 2004. Prior to IR+M, he was the Manager of Fixed Income Compliance at Fidelity. Rick has a BS from Syracuse University as well as an MS and MBA from Boston College.

Matthew Conroy, CFA

Principal, Director of Finance and Operations Matt joined IR+M in June 2009. Prior to IR+M, he was a Managing Director for Fixed Income Sales & Trading at State Street Global Markets. Matt has a BS from Providence College.

Sue Synodis

Principal, Director of Human Resources Sue joined IR+M in August 2007. Prior to IR+M, she was a Senior Vice President at Dillon Read. Sue has a BA from Bucknell University.

Portfolio Managers

Ed Ingalls, CFA

Principal, Senior Portfolio Manager Ed joined IR+M in February 2000. Prior to IR+M, he was a Portfolio Manager and Associate Partner at INVESCO. Previously, he was an Assistant Investment Officer at Sun Life of Canada. Ed has a BA from Tufts University and his MBA from Boston University.

Paul Clifford, CFA

Principal, Senior Portfolio Manager Paul joined IR+M in January 2003. Prior to IR+M, he was a Senior Vice President leading the Tax-Exempt product team at State Street Research. Paul has a BA from The College of the Holy Cross and an MBA from Boston College.

Jake Remley, CFA

Principal, Senior Portfolio Manager Jake joined IR+M in July 2005. Prior to IR+M, he was an Associate at Lehman Brothers Holdings. Previously, he was a Senior Consultant at Whitelight Systems, Inc. Jake has a BSE from Princeton University and an MBA from Kellogg School of Management, Northwestern University.

Mike Sheldon, CFA

Principal, Senior Portfolio Manager Mike joined IR+M in November 2007. Prior to IR+M, he was a Vice President of Fixed Income Sales at HSBC. Previously, he was a Mortgage Analyst at State Street Research. Mike has a BSBA from Northeastern University.

Bill O'Neill, CFA

Principal, Senior Portfolio Manager Bill joined IR+M in July 2004. Prior to IR+M, he was a Trader at Investors Bank and Trust. Bill has a BSBA from the University of Rhode Island and an MBA from Babson College.

Jim Gubitosi, CFA

Principal, Senior Portfolio Manager Jim joined IR+M in March 2007. Prior to IR+M he was a Senior Analyst at Financial Architects Partners. Jim has a BS from Boston University.

Sarah Kilpatrick

Principal, Senior Portfolio Manager Sarah joined IR+M in August 2003 and the Investment Team in 2006. She has held several positions at IR+M, including the Assistant Vice President of Operations. Prior to IR+M, she was an Account Controller at State Street Bank and Trust. Sarah has a BS in Finance from Lehigh University.

Scott Pike, CFA

Portfolio Manager Scott joined IR+M in February 2007. Prior to IR+M, he was a Portfolio Manager at Hartford Investment Management Company. Scott has a BS from Bryant University and an MS from Rensselaer Polytechnic Institute.

Mary Farrell, CFA

Portfolio Manager Mary joined IR+M in April 2006. Prior to IR+M, she was a Senior Portfolio Manager at PanAgora Asset Management. Mary has a BSBA from Northeastern University.

Julia Hébert, CFA

Portfolio Manager Julia joined IR+M in January 2009. Prior to IR+M, she was a U.S. Investment Grade Debt Syndicate Analyst at Barclays Capital Investment Bank. Julia has a BA from Wellesley College and an MA from Brandeis International Business School.

Matt Walker, CFA

Portfolio Manager Matt joined IR+M in April 2007. Prior to IR+M, he was a Fixed Income Operations Representative at State Street Corporation. Matt has a BS from Boston University (2002) and an MBA from Sawyer School of Management, Suffolk University (2009).

Jennifer Karpinski

Portfolio Manager Jennifer joined IR+M in August 2011. Prior to IR+M, she was a Debt Capital Markets Analyst with Bank of America Merrill Lynch. Jennifer has a BS from Wake Forest University. Jennifer is a CFA Level III candidate.

Client Portfolio Managers

Brian Houle, CFA

Principal, Senior Client Portfolio Manager Brian joined IR+M in October 2005. Prior to IR+M, he was an Assistant Vice President at Gannett Welsh & Kotler. Brian has a BS from Wake Forest University.

Stephen Weiss, CFA

Principal, Senior Client Portfolio Manager Steve joined IR+M in March 2008. Prior to IR+M, he was a Vice President on the Client Service Team at Gannett Welsh & Kotler. Steve has a BS from Tufts University and an MBA from Boston University.

Brooke Anderson, CFA

Senior Vice President, Client Portfolio Manager
Brooke joined IR+M in August 2009. Prior to joining IR+M, Brooke was a Client Relationship Manager at Wellington Management Company, LLP. Brooke has a BA from Connecticut College and an MBA from MIT Sloan School of Management.

John Mohr, CFA, CAIA

Senior Vice President, Client Portfolio Manager
John joined IR+M in June 2008. Prior to joining IR+M, John was Vice President at Goldman Sachs Asset Management (GSAM). John has a BS from Stonehill College and an MBA from Suffolk University.

Jamie Gordon, CFA

Senior Vice President, Client Portfolio Manager
Jamie joined IR+M in April 2009. Prior to joining IR+M, Jamie was a Vice President in the Securitized Products Group at J.P. Morgan Securities Inc. Jamie has a BA from Connecticut College and an MBA from The Robert Emmett McDonough School of Business, Georgetown University.

Angela Meringoff, CFA

Senior Vice President, Client Portfolio Manager
Angela joined IR+M in September 2010. Prior to joining IR+M, Angela was a Vice President with State Street Bank and Trust Company. Angela has a BA from Western Washington University.

Eric Mueller, CFA

Senior Vice President, Client Portfolio Manager
Eric joined IR+M in January 2007. Prior to IR+M, he was a Trading Associate at Eaton Vance Management. Eric has a BA from The University of Puget Sound.

Matt Drasser

Vice President, Client Portfolio Manager
Matt joined IR+M in July 2008. Prior to joining IR+M, Matt was a Global Sales & Consultant Relations Coordinator with MFS Investment Management, Inc. Matt has a BA from Cornell University. Matt is a CFA Level III candidate.

Rob Lund, CFA

Vice President, Client Portfolio Manager
Rob joined IR+M in June 2009. Prior to joining IR+M, Rob was a Sales Assistant with BNY Mellon Wealth Management. Rob has a BA from the University of New Hampshire.