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

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 Patterson, CFA
Portfolio Manager

Justin Quattrini, CFA
Portfolio Manager

Tucker Rothmann, CFA
Portfolio Manager

Ginny Schiappa, CFA
Portfolio Manager

Mark Riordan, CFA
Associate Portfolio Manager
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

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