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HM

Hope McGillicuddy

Client Portfolio Manager at Income Research & Management

Boston, MA , United States

About

Hope McGillicuddy is a Client Portfolio Manager at Income Research + Management (IR+M) based in Boston, MA. In this role, she works closely with clients and consultants to identify and deliver tailored fixed income investment solutions, leveraging expertise in portfolio construction, client service, and institutional relationship management. Her work focuses specifically on fixed income asset classes, including investment grade credit, securitized products, and liability-driven investment solutions relevant to institutional investors.

Hope advanced within IR+M, previously serving as Associate Client Portfolio Manager and Senior Client Portfolio Analyst prior to her current appointment in 2022. Since joining the firm in 2017, she has demonstrated a strong commitment to client engagement and the collaborative delivery of IR+M's investment philosophy.

She holds a degree in Finance from the University of Notre Dame, providing her with a solid foundation in capital markets and portfolio analytics. Hope's professional background and training have equipped her to address complex client objectives across the fixed income sector, making her a valuable contributor to the firm's investment and client teams.

Career History

OrganizationRoleDate RangeDetails
Income Research + ManagementClient Portfolio ManagerAug 2022 to Present
Income Research + ManagementAssociate Client Portfolio ManagerJan 2022 to Aug 2022
Income Research + ManagementSenior Client Portfolio AnalystJan 2020 to Jan 2022
Income Research + ManagementClient Portfolio AnalystAug 2017 to Jan 2020
J.P. MorganPrivate Bank AnalystJul 2014 to Jul 2017
J.P. MorganPrivate Bank Summer AnalystMay 2013 to Aug 2013
Fidelity InvestmentsEquity Research InternJan 2013 to Apr 2013
Student International Business Council (SIBC)Team Member and PresenterAug 2011 to Dec 2012
Beaumont Financial PartnersInternMay 2012 to Aug 2012
UBS Financial ServicesInternMay 2011 to Aug 2011
UBS Financial ServicesInternApr 2010 to May 2010

Education

University of Notre Dame

Finance, General

2010 2014

Newton Country Day School of the Sacred Heart

2002 2010

Others at Income Research & Management (49)

NameRoleLocation
Alessandra Santone
Alessandra Santone
Client Portfolio AnalystBoston, MA , United States
Bill O'Malley
Bill O'Malley
Chief Executive Officer, Co-Chief Investment OfficerBoston, 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
Showing 1-10 of 49 team members