Carrie Mermelstein, CFA

Senior Portfolio Manager

25 years of experience 

Carrie joined IR+M in March 2019 and was named Senior Portfolio Manager in 2024. In her role as a Senior Portfolio Manager, Carrie is primarily focused on portfolio construction, sector analysis, and contributing to the investment decision-making process.

Prior to joining IR+M, Carrie was a Senior Credit Analyst at Cambridge Place Investment Management.

Carrie has a BA in Mathematics from Yale University and an MBA in Financial Engineering from MIT Sloan School of Management.

As of 3/31/26 unless otherwise stated. Firm AUM and Personnel as of 4/30/26.
@ 2026 Income Research + Management. All Rights Reserved.
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