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Bill O'Malley

Bill O'Malley

Chief Executive Officer, Co-Chief Investment Officer at Income Research & Management

Boston, MA , United States

About

Bill O’Malley is Chief Executive Officer and, until March 2025, Co-Chief Investment Officer at Income Research + Management (IR+M), a Boston-based fixed income investment manager overseeing over $100 billion in assets. In his current role, he is responsible for leading the firm's day-to-day operations, business strategy, and governance, while also chairing the management committee and serving on the board of directors.

A 25-year veteran at IR+M, O’Malley has overseen the Investment Team since 2007, sharing responsibility for all investment activity, including strategy and results management in U.S. fixed income asset classes. His investment focus spans a broad range of fixed income sectors—encompassing short duration, core, credit-only mandates, liability-driven investing for defined benefit pension plans, and tax-efficient municipal bond and crossover strategies for institutional and private clients.

Prior to joining IR+M, O’Malley served as Vice President at Wellington Management Company. He holds a Bachelor of Arts degree in Political Science from Amherst College and an MBA from The Wharton School, University of Pennsylvania. Widely recognized for his leadership and commitment to transparency, O’Malley also serves in governance and advisory roles at Amherst College and local community organizations.

Career History

OrganizationRoleDate RangeDetails
Income Research + ManagementChief Executive Officer, Co-Chief Investment OfficerDec 2019 to Present
Income Research + ManagementSenior Portfolio ManagerAug 1994 to Present

Education

The Wharton School

1989 Present

Amherst College

1984 Present

Skills & Expertise

Team Management
Research
Management
Portfolio Management
Strategic Planning
Microsoft Excel
Fixed Income
Investments
Financial Modeling
Leadership
Asset Management
Financial Analysis
Training
Process Improvement
Strategy
Sales

Others at Income Research & Management (49)

NameRoleLocation
Alessandra Santone
Alessandra Santone
Client Portfolio AnalystBoston, MA , United States
Bill O'Neill
Bill O'Neill
Principal, Senior Portfolio ManagerBoston, MA , United States
C
Carrie Mermelstein
Senior Portfolio ManagerBoston, MA , United States
C
Claudia Segal
AssociateBoston, MA , United States
Elektra Savilonis
Elektra Savilonis
Senior Portfolio AnalystBoston, MA , United States
E
Eric Mueller
Senior Vice President - Senior Client Portfolio ManagerBoston, MA , United States
H
Harrison Ameen
Senior Research AnalystBoston, MA , United States
H
Hope Dubuque
Client Portfolio ManagerBoston, MA , United States
Isha Chanana
Isha Chanana
Portfolio ManagerBoston, MA , United States
Jeffrey Lynch
Jeffrey Lynch
Senior Client Portfolio AnalystBoston, MA , United States
Showing 1-10 of 49 team members