Jeremy Holtz

Jeremy Holtz, CFA, is a Portfolio Manager at Income Research + Management (IR+M) in Boston, Massachusetts. In his current role, he is responsible for portfolio construction, sector analysis, and contributing to investment decision-making processes for the firm. He works extensively with the municipal bond sector, leveraging his expertise in fixed income and cross-sector relative value, including comparing taxable municipal bonds and corporate bonds to seek opportunistic trades.

Jeremy's professional journey at IR+M spans over nine years, beginning as an Operations Analyst, advancing through Risk Analysis and Municipal Trading roles, and subsequently serving as Associate Portfolio Manager before assuming his current position. He frequently provides market analysis to media outlets such as Bloomberg and The Bond Buyer, specifically commenting on municipal market dynamics, yield curves, and sector technicals.

Jeremy holds an MBA in Finance from the University of Massachusetts Boston and a Bachelor's degree from the University of Massachusetts Amherst. He is a CFA charterholder, actively engaged in sector research and networking initiatives within IR+M, and recognized for his expertise in municipal credit and fixed income portfolio management.