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Income Research + Management Announces Change in Leadership Roles

PRIVATEMar 06, 2025

Position

Chief Investment Officer

Company

Income Research + Management

Jim Gubitosi
jim@incomeresearch.com
BostonFinancial ServicesConsulting

Description

Income Research + Management announced that Bill O’Malley, CFA, the firm’s CEO and Co-CIO, will pivot from his Co-CIO duties and focus exclusively on his CEO and board of director responsibilities, effective March 31, 2025. Jim Gubitosi, CFA, IR+M’s Co-CIO with Bill since 2020, will welcome Mike Sheldon, CFA, the firm’s Deputy CIO since January 2024, as his new Co-CIO.

Quick answer

Income Research + Management Announces Change in Leadership Roles (March 6, 2025). Income Research + Management is based in Boston, Massachusetts, United States.

What did Income Research + Management announce on March 6, 2025?
Income Research + Management announced that Bill O’Malley, CFA, the firm’s CEO and Co-CIO, will pivot from his Co-CIO duties and focus exclusively on his CEO and board of director responsibilities, effective March 31, 2025. Jim Gubitosi, CFA, IR+M’s Co-CIO with Bill since 2020, will welcome Mike Sheldon, CFA, the firm’s Deputy CIO since January 2024, as his new Co-CIO.
What does Income Research + Management do?
IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients.
Where is Income Research + Management based?
Income Research + Management is based in Boston, Massachusetts, United States.
Which similar companies made leadership changes around the same time?
Allinial Global (March 6, 2025), DXC Technology (February 27, 2025), Cien.ai (March 18, 2025) and Willis Towers Watson (March 19, 2025) also announced leadership changes within 45 days of Income Research + Management.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Consulting

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

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Company Information

Company

Income Research + Management

Location

Boston, Massachusetts, United States

About

IR+M is a privately-owned, independent, fixed income investment management firm that serves institutional and private clients. The firm manages approximately $115 billion across the duration spectrum and provides custom solutions tailored to client needs. IR+M’s investment philosophy and process are based on the belief that careful security selection and active risk management provide superior results over the long-term. IR+M’s dedication to providing exceptional client service and access are two of its longstanding hallmarks.

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