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 and Principal

Jim Gubitosi, CFA
Co-Chief Investment Officer and Principal

Sarah Kilpatrick
Chief Operating Officer and Principal

Molly Manning
Director of Client Service and Principal

Sue Synodis
Chief Human Capital Officer and Principal

Brooke Anderson, CFA
Director of Investment Product Management and Principal

Matthew Conroy, CFA
Director of Corporate Initiatives

Meghan Driscoll
Director of Finance and Human Capital Management

Richard Kizik, CFA
Chief Compliance Officer and Principal
Senior Investors

Paul Clifford, CFA
Senior Portfolio Manager and Product Specialist

Bill O’Neill, CFA
Senior Portfolio Manager

Jake Remley, CFA
Senior Portfolio Manager

Mike Sheldon, CFA
Senior Portfolio Manager

Scott Pike, 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

Justin Quattrini, CFA
Portfolio Manager

Tucker Rothmann, CFA
Portfolio Manager

Ginny Schiappa, CFA
Portfolio Manager

Wesly Pate, CFA
Portfolio Manager
Client Team
Culture
IR+M enjoys an entrepreneurial, open-office environment where we can discuss the merit of research and ideas in real-time, allowing us to move quickly on news – good and bad. We employ a stable, experienced team of capable, committed, and collaborative professionals.
Our CREED
- Collaboration
- Seek input from your colleagues; work with a common purpose
- Clarify decision rights
- Allow others to make your ideas better
- Respect
- Model candor combined with kindness; it is a winning combination – what is modeled will multiply
- Practice empathy and compassion – challenge ideas and not people
- Create an environment of collegiality
- Emotional Intelligence
- Be humble and coachable – we are all works in progress
- Believe in a growth mindset –“Ever Better” – for yourself and your colleagues
- Know yourself; adapt to others
- Excellence
- Set the bar high – even if you fall short you’ll achieve more than you thought possible
- Present your best work; we never get a second chance to make a great first impression
- Apply yourself 100% to everything you do – both in effort and attitude
- Dedication
- Put your team ahead of yourself
- Keep your word
- Care deeply – about your work, your clients, your teammates, your firm, your community
IR+M was built on the premise that if you foster a culture of collaboration, stay true to a disciplined investment process, remain diligent about security selection, and act in the best interests of your clients, everyone will benefit.
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.