Income Research + Management Adds Advisory Members to Board of Trustees

November 1, 2021

BOSTON, November 1, 2021 — Income Research + Management (“Income Research” or “IR+M”), a fixed income asset management firm based in Boston, today announced the addition of four Advisory Members to the Board of Trustees: Debbie Goldstein, Kate Taylor, Dune Thorne, and Ella Washington. The Advisory Members joined the Board on October 1, 2021, and work alongside Fiduciary Members John Sommers, Jack Sommers, and Bill O’Malley.

“A critical goal of our succession planning is to remain a privately-owned investment management firm dedicated to providing our clients with best-in-class fixed income management,” said Jack Sommers, Co-Founder and Executive Chairperson. “This includes a strong Board with a variety of perspectives.”

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: “As our firm continues to grow, IR+M is thrilled to benefit from the collective experience of Kate, Dune, Ella, and Debbie. I am confident that the addition of these new Advisory Members will thoroughly complement the work of the Fiduciary Members and will positively contribute to IR+M’s culture, evolution, and overall strategy.”

Through her work on the IR+M Board, Ms. Goldstein shares her extensive experience in communication, decision making and leadership. Beyond her Advisory Member role, she is the CEO and a Partner at Triad Consulting Group, a global leadership development and consulting firm based in Boston, Massachusetts.

Ms. Taylor contributes expertise in building leadership teams, succession planning and Board governance, particularly in the investment management industry. In addition to her role as an Advisory Member with IR+M, she is a Founder and Partner of Alderbrook Advisors, a boutique business management consulting firm based in Boston, Massachusetts.

Ms. Thorne brings knowledge derived from building a thriving investment management firm and creating a culture that supports growth and impact. Outside of her role with IR+M, Ms. Thorne is the Chief Strategy Officer, a Partner and a member of the Executive Team for Brown Advisory, a private, independent investment firm.

Dr. Washington provides expertise in how to develop leaders, fortify company cultures, and design impactful organizations. In addition to her role on IR+M’s Advisory board, she is an organizational psychologist, the Founder and Chief Executive Officer of Ellavate Solutions, and a Professor of Practice at Georgetown University’s McDonough School of Business.

To view each of the Advisory Member’s full biographies, please visit Who We Are – Income Research + Management.

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 is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients. The firm manages $96 billion across US investment grade and high yield strategies, with an emphasis on cash management, insurance, liability driven investing, tax efficient investing, and ESG and socially responsible investing. IR+M’s long-standing investment philosophy and process are based on the belief that prudent, bottom-up security selection and active risk management provide superior results over the long-term. IR+M endeavors to provide exceptional service for clients, forge authentic connections with its community, and foster an inclusive culture for its employees. For more information, visit incomeresearch.com.

Investor Relations

Molly Manning

Principal, Director of Client Service

mmanning@incomeresearch.com

(617)-930-9333

Media Relations

Julie Mansmann

Account Manager, Montieth & Company

jmansmann@montiethco.com

(516)-448-3767

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