We firmly believe that our diverse viewpoints and experiences help us generate stronger investment results for our clients.
Our Team.
Incorporating decades of industry experience with our consistent investment philosophy and process, the foundation of our team approach is collaboration and a common knowledge that when our clients succeed, we succeed.
Firm Leadership
Senior Investors
Client Team
All
Board of Directors
Bill O'Malley, CFA
Chief Executive Officer
Jim Gubitosi, CFA
Co-Chief Investment Officer, Chair of the Investment Committee
Erinn King, CFA
Chief Strategy Officer, Co-Head of Client Team
Meghan Driscoll, CAIA
Chief Financial Officer, Co-Head of Client Team
Sarah Kilpatrick
Chief of Staff
Max DeSantis, CFA
Senior Portfolio Manager, Co-Director of Portfolio Management
Bill O'Neill, CFA
Senior Portfolio Manager, Co-Director of Portfolio Management
Mike Sheldon, CFA
Co-Chief Investment Officer
Mark D'Alfonso
Chief Operating Officer
Richard Kizik, CFA
Chief Compliance Officer
Matt Cannata
Senior Vice President, General Counsel
Annemarie Ellicott
Head of Human Capital Management and Corporate Responsibility
Bill O'Malley, CFA
Chief Executive Officer
Jim Gubitosi, CFA
Co-Chief Investment Officer, Chair of the Investment Committee
Mike Sheldon, CFA
Co-Chief Investment Officer
Allysen Mattison, CFA
Director of Investment Risk, Vice Chair of the Investment Committee
Bill O'Neill, CFA
Senior Portfolio Manager, Co-Director of Portfolio Management
Wesly Pate, CFA
Senior Portfolio Manager
Jake Remley, CFA
Senior Portfolio Manager, Director of Investment Strategy
Ginny Schiappa, CFA
Senior Portfolio Manager
Matt Walker, CFA
Senior Portfolio Manager, Director of Credit
Rachel Campbell
Portfolio Manager, Director of Securitized
Max DeSantis, CFA
Senior Portfolio Manager, Co-Director of Portfolio Management
Carrie Mermelstein, CFA
Senior Portfolio Manager
Scott Pike, CFA
Senior Portfolio Manager
Justin Quattrini, CFA
Senior Portfolio Manager
Tucker Rothmann, CFA
Senior Portfolio Manager
Isha Chanana, CFA
Portfolio Manager
Lyniese Harrison, CFA
Portfolio Manager
Nate Hollingsworth, CFA
Portfolio Manager
Jeremy Holtz, CFA
Portfolio Manager
Mark Riordan, CFA
Portfolio Manager
Allison Walsh, CFA
Portfolio Manager
Kathleen Barton, CFA
Associate Portfolio Manager
Theresa Roy, FSA, EA, CFA
SVP, Investment Strategist & Head of LDI & Pension Solutions
Kristoff Nelson, CFA
Director of Credit Research
Meghan Driscoll, CAIA
Chief Financial Officer, Co-Head of Client Team
Erinn King, CFA
Chief Strategy Officer, Co-Head of Client Team
Amy DiMarzio
Head of Marketing & Communications
Graham Hopper, CIMA
Head of Private Wealth
Rob Lund, CFA
Head of Consultant Relations & Insurance Solutions
John Trydahl
Head of Business Development
Scott Weinberg
Head of Client Strategy
Nils Hegstad, CFA
Senior Client Portfolio Manager
Eric Mueller, CFA
Senior Client Portfolio Manager
Matt O'Connell, CFA
Senior Client Portfolio Manager
Corey Clermont, CFP®
Vice President, Private Wealth
Daniel Comiskey, CFA
Vice President, Fixed Income Specialist
Jonathan Higley
Client Portfolio Manager
Julie Kelley
Client Portfolio Manager
Molly Libbey
Client Relationship Manager
Jeff Lynch
Client Relationship Manager
Hope McGillicuddy
Client Portfolio Manager
Sarah Spencer
Client Portfolio Manager
Kyle White
Client Portfolio Manager
Bill O'Malley, CFA
Chief Executive Officer
Matt Cannata
Senior Vice President, General Counsel
Mark D'Alfonso
Chief Operating Officer
Max DeSantis, CFA
Senior Portfolio Manager, Co-Director of Portfolio Management
Meghan Driscoll, CAIA
Chief Financial Officer, Co-Head of Client Team
Jim Gubitosi, CFA
Co-Chief Investment Officer, Chair of the Investment Committee
Sarah Kilpatrick
Chief of Staff
Erinn King, CFA
Chief Strategy Officer, Co-Head of Client Team
Richard Kizik, CFA
Chief Compliance Officer
Bill O'Neill, CFA
Senior Portfolio Manager, Co-Director of Portfolio Management
Mike Sheldon, CFA
Co-Chief Investment Officer
Annemarie Ellicott
Head of Human Capital Management and Corporate Responsibility
Rachel Campbell
Portfolio Manager, Director of Securitized
Isha Chanana, CFA
Portfolio Manager
Daniel Comiskey, CFA
Vice President, Fixed Income Specialist
Amy DiMarzio
Head of Marketing & Communications
Hope McGillicuddy
Client Portfolio Manager
Lyniese Harrison, CFA
Portfolio Manager
Nils Hegstad, CFA
Senior Client Portfolio Manager
Jonathan Higley
Client Portfolio Manager
Nate Hollingsworth, CFA
Portfolio Manager
Jeremy Holtz, CFA
Portfolio Manager
Graham Hopper, CIMA
Head of Private Wealth
Molly Libbey
Client Relationship Manager
Rob Lund, CFA
Head of Consultant Relations & Insurance Solutions
Jeff Lynch
Client Relationship Manager
Allysen Mattison, CFA
Director of Investment Risk, Vice Chair of the Investment Committee
Carrie Mermelstein, CFA
Senior Portfolio Manager
Eric Mueller, CFA
Senior Client Portfolio Manager
Kristoff Nelson, CFA
Director of Credit Research
Matt O'Connell, CFA
Senior Client Portfolio Manager
Wesly Pate, CFA
Senior Portfolio Manager
Scott Pike, CFA
Senior Portfolio Manager
Justin Quattrini, CFA
Senior Portfolio Manager
Jake Remley, CFA
Senior Portfolio Manager, Director of Investment Strategy
Mark Riordan, CFA
Portfolio Manager
Tucker Rothmann, CFA
Senior Portfolio Manager
Theresa Roy, FSA, EA, CFA
SVP, Investment Strategist & Head of LDI & Pension Solutions
Ginny Schiappa, CFA
Senior Portfolio Manager
Sarah Spencer
Client Portfolio Manager
John Trydahl
Head of Business Development
Matt Walker, CFA
Senior Portfolio Manager, Director of Credit
Allison Walsh, CFA
Portfolio Manager
Scott Weinberg
Head of Client Strategy
Kyle White
Client Portfolio Manager
Corey Clermont, CFP®
Vice President, Private Wealth
Julie Kelley
Client Portfolio Manager
Jack Sommers, CFA
Co-Founder and Executive Chair
Bill O'Malley, CFA
Chief Executive Officer
Debbie Goldstein
Director
Bill Lawrence, CFA
Director
Mike Miles
Director
Kate Taylor
Director
Dune Thorne, CTFA, CWS
Director
As of 12/31/25 unless otherwise stated. Personnel as of 1/2/26.
@ 2026Income Research + Management. All Rights Reserved.
Stay Alert: Unauthorized Use of IR+M’s Identity, Name, and Logo
We are aware that certain individuals or entities may be falsely claiming to represent IR+M and using our identity, name, logo, or other identifying information without authorization. In some instances, these parties may even pose as IR+M employees, offering financial advice or services purporting to be associated with our firm. Please remain vigilant when receiving unsolicited communications that appear to come from IR+M or individuals claiming to work for IR+M. IR+M does not operate any applications in any web store, does not use any application to communicate—such as WhatsApp—and this website is the only official IR+M web domain. IR+M does not solicit investors through WhatsApp or other social media. IR+M is not responsible for any information provided by unauthorized parties, and if you believe you have been contacted by an unauthorized party, please report it to info@incomeresearch.com.
