About
Claudia Segal is an Associate at Income Research + Management in Boston, Massachusetts, where she supports the firm's fixed income investment management efforts. In her current role, Claudia contributes to client services and portfolio operations, focusing on delivering tailored investment solutions for institutional clients. Income Research + Management specializes in fixed income asset classes, particularly investment-grade securities, and Claudia's work is aligned with these sectors.
Previously, she held client relations and project management roles at Guidepoint, serving as a Client Success Lead and Senior Project Manager from 2024 to 2025. These roles provided her with experience in stakeholder engagement and project execution within investment and consulting environments. Her expertise spans investment operations, account management, and client communications, with a focus on the institutional fixed income market.
Claudia earned her Bachelor of Arts from the University of Connecticut, complementing her professional experience in financial services. She is recognized for her strong analytical abilities and dedicated approach to client service within the asset management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Associate | May 2025 to Present | — |
| Guidepoint | Client Success Lead | Mar 2025 to May 2025 | — |
| Guidepoint | Senior Project Manager | Mar 2024 to Mar 2025 | — |
| Guidepoint | Project Manager | Mar 2023 to Mar 2024 | — |
| Guidepoint | Associate Project Manager | Mar 2022 to Mar 2023 | — |
| Guidepoint | Research Manager | Sep 2021 to Mar 2022 | — |
| Guidepoint | Client Service Associate | Sep 2020 to Sep 2021 | — |
| Undergraduate Student Government - University of Connecticut | Student Administrative Assistant | Aug 2019 to Apr 2020 | -Assist in the day-to-day operations involving the Undergraduate Student Government at the University of Connecticut
-Employed time management skills to complete office tasks including filing, copying... |
| Guidepoint | Research Associate Intern | Jun 2019 to Aug 2019 | Guidepoint, a leading expert network firm, connects clients with vetted subject matter experts —Advisors— from their global professional network. Guidepoint clients leverage the insights and perspecti... |
| Ruffalo Noel Levitz | Campus Caller | Sep 2018 to Apr 2019 | -Call constituents including alumni, parents, and friends of UConn to ask them to donate to the Annual Fund, which goes to support scholarships and improvement of the University and its resources
-Est... |
Education
University of Connecticut
Bachelor of Arts - BA
2016 — 2020
Winnacunnet High School
High School Diploma
2012 — 2016
Skills & Expertise
Others at Income Research & Management (49)
| Name | Role | Location |
|---|---|---|
 | Client Portfolio Analyst | Boston, MA , United States |
 | Chief Executive Officer, Co-Chief Investment Officer | Boston, MA , United States |
 | Principal, Senior Portfolio Manager | Boston, MA , United States |
C Carrie Mermelstein | Senior Portfolio Manager | Boston, MA , United States |
 | Senior Portfolio Analyst | Boston, MA , United States |
E Eric Mueller | Senior Vice President - Senior Client Portfolio Manager | Boston, MA , United States |
H Harrison Ameen | Senior Research Analyst | Boston, MA , United States |
H Hope Dubuque | Client Portfolio Manager | Boston, MA , United States |
 | Portfolio Manager | Boston, MA , United States |
| Senior Client Portfolio Analyst | Boston, MA , United States |