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Name | Title | Since | Until |
---|---|---|---|
Mike Sheldon | Institutional Fixed Income Bond Sales Representative | 2025 | Now |
Biography | Mike joined IR+M in November 2007. Prior to IR+M, he was an Institutional Fixed Income Bond Sales Representative and Vice President with HSBC. Previously, he was a Mortgage Analyst at State Street Research. Mike has a BSBA from D'Amore-McKim School of Business, Northeastern University (1990). | ||
Wesly Pate | Equity Analyst | 2025 | Now |
Biography | Wesly joined IR+M in January 2011. Prior to IR+M, he was an Equity Analyst with Eastern Investment Advisors. Wesly has a BBA from Georgia State University (2006) and an MBA from the Boston University School of Management (2016). | ||
Ginny Schiappa | - | 2025 | Now |
Biography | Ginny joined IR+M in December 2014. Prior to joining IR+M, Ginny was a Private Placements Investments Analyst at Genworth Financial. Ginny has a BS in Commerce from the University of Virginia. Ginny is SASB FSA accredited. | ||
Jake Remley | Principal | 2022 | Now |
Biography | Jake joined IR+M in July 2005. Prior to IR+M, he was an associate with Lehman Brothers Holdings. Previously, he was a Senior Consultant at Whitelight Systems, Inc. Jake has a BSE from Princeton University (1995) and an MBA from the Kellogg School of Management at Northwestern University (2002). | ||
Bill O'Neill | Senior Portfolio Manager | 2022 | Now |
Biography | Bill joined IR+M in July 2004. Prior to joining IR+M, Bill was a Trader at Investors Bank and Trust. Bill has a BBA in Finance from the University of Rhode Island and an MBA from F.W. Olin Graduate School of Business, Babson College. | ||
James E. Gubitosi | Senior Analyst | 2022 | Now |
Biography | Jim joined IR+M in March 2007 and Mr. Gubitosi was previously an Analyst and Portfolio Manager with Income Research & Management (“IR+M”). Prior to IR+M, he was a Senior Analyst at Financial Architects Partners. Jim has a BSBA from Boston University School of Management (2004). | ||
Matt Walker | Fixed Income Operations Representative | 2022 | Now |
Biography | Matt joined IR+M in April 2007. Prior to IR+M, he was a Fixed Income Operations Representative at State Street Corporation. Matt has a BS from Boston University (2002) and an MBA from Sawyer Business School, Suffolk University (2009). | ||
Rachel Campbell | Portfolio Manager | 2022 | Now |
Biography | Ms. Campbell joined IR+M in 2009 and is a Portfolio Manager and the Director of Securitized Research. Prior to joining IR+M, she was a Junior Risk Analyst at Cypress Tree Investment Management. Ms. Campbell began her investment career in 2006. | ||
Bill O'Malley | Chief Executive Officer | 2022 | 2025 |
Biography | Bill joined IR+M in September 1994. Prior to joining IR+M, Bill was a Vice President at Wellington Management Company, LLP. Bill has a BA in Political Science from Amherst College and an MBA from The Wharton School, University of Pennsylvania. Bill also serves on the IR+M Board of Directors. | ||
Mohit Mittal | CIO - Core Strategies, Managing Director | 2019 | 2022 |
Biography | Mr. Mittal is CIO Core Strategies and a managing director based in the Newport Beach office. He is a member of the Investment Committee and a portfolio manager for fixed income multi-sector portfolios across the duration and credit spectrum. As CIO Core Strategies, Mr. Mittal has leadership and oversight responsibilities for long-only strategies across PIMCO's Low and Moderate Duration, Total Return, and Long Duration strategy suite. Morningstar named him winner of the 2020 U.S. Morningstar Award for Investing Excellence in the Rising Talent category. |
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