Corey Clermont, CFP®

Vice President, Private Wealth

11 years of experience

Corey joined IR+M as Vice President, Private Wealth in July 2025. In his role, Corey is responsible for driving IR+M's Private Wealth business development efforts, working closely with Wealth Managers, Family Offices, RIAs, and Broker-Dealers to support their specific investment needs and objectives.

Corey has more than a decade of fixed income experience partnering with Wealth Managers and advisors. Prior to joining IR+M, Corey was a Fixed Income and Smart Beta Product Specialist at DoubleLine Capital, where he worked on portfolio strategy, analysis, and product development across multi-sector fixed income strategies.

Corey earned a BS in Management from the University of Massachusetts Boston.

As the self-proclaimed planner in his family, Corey enjoys crafting detailed travel itineraries and uncovering what makes places unique, combining curiosity, preparation, and a genuine appreciation for new experiences.

As of 6/30/26 unless otherwise stated. Personnel Data as of 8/24/26.
@ 2026 Income Research + Management. All Rights Reserved.
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