Income Research + Management Adds Advisory Member to Board of Trustees

BOSTON, June 2, 2022 – Income Research + Management (“Income Research” or “IR+M”)
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BOSTON, June 2, 2022 – Income Research + Management (“Income Research” or “IR+M”), a fixed income asset management firm based in Boston, today announced the addition of a new Advisory Member to its Board of Trustees. Bill Lawrence, CFA, former Chief Investment Officer of Traditional Assets at SEI Investments, joined the Board on April 1. He will work alongside Fiduciary Members John Sommers, Jack Sommers, and Bill O’Malley, as well as four other Advisory Members – Debbie Goldstein, Kate Taylor, Dune Thorne, and Ella Washington.


“Our Advisory Members bring external expertise and diverse perspectives to our governance structure, which has resulted in more robust discussions about the management of our business,” said Jack Sommers, Co-Founder and Executive Chairperson.  He continued, “Bill’s leadership experience at SEI, coupled with his years as a fixed income portfolio manager, analyst, and institutional salesperson, will enhance Board discussions about investments, culture, and growth.”


The Advisory Members aid the Board and IR+M’s leadership team on matters pertaining to management, operations, and strategic positioning within the asset management industry. They support the firm in its overall mission to deliver superior investment results, provide exceptional client service, and advance the firm’s Core Values.


Bill O’Malley, Chief Executive Officer and Co-Chief Investment Officer added, “We are thrilled to add Bill as an Advisory Member, and we will absolutely benefit from his insights as an institutional investor.  His interests and background align well with our core values, which emphasize the importance of our clients, community, and colleagues.”


Mr. Lawrence has a BA in Economics and English from Bucknell University and an MBA from The Wharton School. Currently, Mr. Lawrence serves on the Investment Committee for the Inglis House Foundation in Philadelphia. Additionally, he is active in his church, serving as the Chair of its Endowment Committee. To view Mr. Lawrence’s full biography, please visit


The Board of Trustees, comprised of the Advisory Members, Fiduciary Members, and Clerk, meets quarterly and on an ad hoc basis to support the firm’s affairs and overarching strategy. The Advisory Board Members provide external and independent counsel to the three Fiduciary Board Members and management. Matt Cannata, IR+M General Counsel, serves as Clerk of the Board. 


About Income Research + Management (IR+M):


IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients. The firm manages $88 billion across cash management, insurance, liability driven investing, tax efficient investing and ESG and socially responsible investing strategies. IR+M’s investment philosophy and process are based on the 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, IR+M strives to provide exceptional service for clients Visit:


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Danielle Nemeth
Account Manager, Montieth & Company

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