Who We Are

IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients. Our investment philosophy and process are based on our 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, we strive to provide exceptional service for our clients and a rewarding experience for our employees.

By staying true to our investment philosophy, we look forward to delivering strong investment results and exceptional client service to all of our clients.

John A. Sommers, Co-Founder

 

Team

The IR+M team has been led by the same seasoned professionals since the firm’s inception. Senior Portfolio Managers are engaged in all aspects of investment decision making, ensuring consistency across our investment philosophy and process. The efforts of our Portfolio Managers are supported and strengthened by dedicated Research Analysts. Our Client Portfolio Managers have deep knowledge of each client’s needs and insight into their portfolios. Together, these professionals deliver exceptional client service.

Board of Trustees

Jack Sommers, CFA

Co-Founder, Executive Chairperson, and Board Member

Bill O’Malley, CFA

Chief Executive Officer, Co-Chief Investment Officer, and Board Member

John Sommers

Co-Founder, Chairperson Emeritus, and Board Member

Debbie Goldstein

Advisory Board Member

Bill Lawrence, CFA

Advisory Board Member

Kate Taylor

Advisory Board Member

Dune Thorne CTFA, CWS

Advisory Board Member

Senior Management

Susan Brengle

Head of Client Relationships and Business Development

Max DeSantis, CFA

Chief Operating Officer

Jim Gubitosi, CFA

Co-Chief Investment Officer

Sarah Kilpatrick

Chief of Staff

Erinn King, CFA

Chief Strategy Officer

Meghan Driscoll

Chief Human Capital Officer

Brooke Anderson, CFA

Director of Investment Product Management

Matthew Conroy, CFA

Director of Corporate Initiatives

Richard Kizik, CFA

Chief Compliance Officer

Senior Investors

Bill O’Neill, CFA

Senior Portfolio Manager

Wesly Pate, CFA

Senior Portfolio Manager

Scott Pike, CFA

Senior Portfolio Manager

Jake Remley, CFA

Senior Portfolio Manager

Mike Sheldon, CFA

Senior Portfolio Manager

Matt Walker, CFA

Senior Portfolio Manager

Rachel Campbell

Portfolio Manager

Isha Chanana, CFA

Portfolio Manager

Nate Hollingsworth, CFA

Director of Portfolio Risk

Jeremy Holtz, CFA

Portfolio Manager

Allysen Mattison, CFA

Director of Investment Risk

Carrie Mermelstein, CFA

Portfolio Manager

Kristoff Nelson, CFA

Director of Credit Research

Lyniese Harrison, CFA

Portfolio Manager

Justin Quattrini, CFA

Portfolio Manager

Tucker Rothmann, CFA

Portfolio Manager

Ginny Schiappa, CFA

Portfolio Manager

Mark Riordan, CFA

Associate Portfolio Manager

Product Team

Amy DiMarzio

Head of Private Client Solutions

Theresa Roy, FSA, EA, CFA

Head of LDI and Pension Solutions

Allison Walsh, CFA

Head of ESG and Corporate Sustainability

Dan Comiskey, CFA

Investment Product Specialist

Client Team

Rob Lund, CFA

Head of Client and Consultant Relationships 

John Trydahl

Director, Business Development and Strategy

Nils Hegstad, CFA

Senior Client Portfolio Manager

Eric Mueller, CFA

Senior Client Portfolio Manager

Matt O’Connell, CFA

Senior Client Portfolio Manager

James Begen

Client Portfolio Manager

Joe Connolly, CFP

VP, Private Client Business Development

Alexandra Anastos, CFA 

VP, Private Client Strategy

Hope Dubuque

Client Portfolio Manager

Jonathan Higley

Client Portfolio Manager

Philip Machoka

Client Portfolio Manager

Sarah Spencer

Client Portfolio Manager

Kyle White

Client Portfolio Manager