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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Client Portfolio Manager | Aug 2022 to Present | — |
| Income Research + Management | Associate Client Portfolio Manager | Jan 2022 to Aug 2022 | — |
| Income Research + Management | Senior Client Portfolio Analyst | Jan 2020 to Jan 2022 | — |
| Income Research + Management | Client Portfolio Analyst | Aug 2017 to Jan 2020 | — |
| J.P. Morgan | Private Bank Analyst | Jul 2014 to Jul 2017 | — |
| J.P. Morgan | Private Bank Summer Analyst | May 2013 to Aug 2013 | — |
| Fidelity Investments | Equity Research Intern | Jan 2013 to Apr 2013 | — |
| Student International Business Council (SIBC) | Team Member and Presenter | Aug 2011 to Dec 2012 | — |
| Beaumont Financial Partners | Intern | May 2012 to Aug 2012 | — |
| UBS Financial Services | Intern | May 2011 to Aug 2011 | — |
| UBS Financial Services | Intern | Apr 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)
| 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 |
C Claudia Segal | Associate | 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 |