Jeremy Holtz, CFA

Portfolio Manager

19 years of experience

Jeremy joined IR+M in May 2010 and was named Portfolio Manager in 2023. In his role as a Portfolio Manager, Jeremy is responsible for portfolio construction, sector analysis, and contributing to the investment decision-making process.

Prior to joining IR+M, Jeremy was a Senior Pricing Analyst at Fidelity Investments.

Jeremy has a BA in Journalism from the University of Massachusetts Amherst and an MBA from the College of Management at the University of Massachusetts Boston.

Data provided as of January 2, 2024
@ 2024 Income Research + Management. All Rights Reserved.
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