

Income Research + Management
Income Research + Management is a privately‑owned, independent, fixed income investment management firm that serves institutional and private clients. They believe that an open, collaborative culture promotes excellence from an investment team of high energy, curious individuals. IR+M’s investment philosophy and process are based on their belief that careful security selection and active risk management provide strong results over the long‑term. By combining the capacity and technology of a larger firm with the culture and nimbleness of a boutique firm, the firm strives to provide exceptional service for their clients and a rewarding experience for their employees.
Products Managed
Manager Profiles

James E. Gubitosi
CFA, Co-Chief Investment Officer
Mike Sheldon
CFA, Co-Chief Investment Officer
Bill O’Neill
CFA, Principal and Senior Portfolio Manager
Jake Remley
CFA, Principal and Senior Portfolio Manager
Matt Walker
CFA, Principal & Senior Portfolio Manager
Rachel Campbell
Director of Securitized Research, Portfolio Manager.png)
Wesly Pate
CFA, Senior Portfolio Manager