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.
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.
Senior Management
Bill O’Malley, CFA
Chief Executive Officer, Co-Chief Investment Officer, and Board Member
Jack Sommers, CFA
Co-Founder, Executive Chairperson, and Board Member
John Sommers
Co-Founder, Chairperson Emeritus, and Board Member
Max DeSantis, CFA
Director of Enterprise Solutions
Jim Gubitosi, CFA
Co-Chief Investment Officer
Sarah Kilpatrick
Chief Operating Officer
Molly Manning
Director of Client Service
Sue Synodis
Chief Human Capital Officer
Brooke Anderson, CFA
Director of Investment Product Management
Matthew Conroy, CFA
Director of Corporate Initiatives
Meghan Driscoll
Director of Finance and Human Capital Management
Richard Kizik, CFA
Chief Compliance Officer
Senior Investors
Paul Clifford, CFA
Senior Portfolio Manager and Product Specialist
Bill O’Neill, 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
Nate Hollingsworth, CFA
Director of Portfolio Risk
Kara Maloy, CFA
Portfolio Manager
Allysen Mattison, CFA
Director of Investment Risk
Kristoff Nelson
Co-Director of Credit Research
Wesly Pate, CFA
Portfolio Manager
Lyniese Patterson, CFA
Portfolio Manager
Justin Quattrini, CFA
Portfolio Manager
Tucker Rothmann, CFA
Portfolio Manager
Ginny Schiappa, CFA
Portfolio Manager
Jeremy Holtz, CFA
Associate Portfolio Manager
Client Team
Jamie Gordon, CFA, CAIA
Senior Client Portfolio Manager
Ken Johnson
Senior Client Portfolio Manager
Rob Lund, CFA
Senior Client Portfolio Manager
Angela Meringoff, CFA
Senior Client Portfolio Manager
Eric Mueller, CFA
Senior Client Portfolio Manager
Nils Hegstad, CFA
Client Portfolio Manager
Philip Machoka
Client Portfolio Manager
Matt O’Connell, CFA
Client Portfolio Manager
Core Values
Community Service
IR+M supports charities focused on our community by contributing primarily to causes impacting education, health and wellness, and youth programs, as well as supporting the work our clients do to improve their communities.
One of the hallmarks of our community service initiative is our annual Week of Giving. For a detailed account of this heartwarming week, please read our post, Have You Filled a Bucket Today?
