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Jonathan Higley

Jonathan Higley

Client Portfolio Manager at Income Research & Management

Boston, MA , United States

About

Jonathan Higley is a Client Portfolio Manager at Income Research + Management (IR+M) in Boston, MA, where he works closely with institutional clients and consultants to understand their objectives and deliver comprehensive portfolio reviews and market updates. He was named to his current role in 2022 after rising through the ranks of IR+M, having previously served as Associate Client Portfolio Manager and Assistant Vice President, and has been with the firm since 2010.

Jonathan's expertise centers on fixed income investment strategies, with a particular focus on investment-grade credit, core, and customized bond portfolios. He acts as a bridge between clients and the investment team, ensuring tailored solutions across a range of public fixed income sectors.

Before joining IR+M, Jonathan gained experience as a Senior Account Controller at State Street Corporation. He holds an MBA from Boston College's Carroll School of Management and a BBA in Finance and General Business from Xavier University, supporting his deep knowledge of portfolio management and client servicing within the asset management industry.

Career History

OrganizationRoleDate RangeDetails
Income Research + ManagementClient Portfolio ManagerAug 2022 to Present
Income Research + ManagementAssociate Client Portfolio ManagerJan 2022 to Aug 2022
Income Research + ManagementAssistant Vice PresidentJan 2017 to Jan 2021
Income Research + ManagementSenior AnalystJan 2014 to Jan 2017
Income Research + ManagementAnalystJan 2012 to Jan 2014
Income Research + ManagementAssociateJan 2010 to Jan 2012
State StreetSenior AssociateJan 2007 to Jan 2009

Education

Boston College Carroll School of Management

Master of Business Administration - MBA

Xavier University

Bachelor’s Degree, Finance

Saints Peter & Paul High School

Skills & Expertise

Business Valuation
Portfolio Management
Capital Markets
Financial Modeling
Asset Management
Financial Analysis
Investments
Fixed Income
Equities
Securities
Hedge Funds
Bloomberg
Mutual Funds
Investment Management
Valuation
Asset Allocation
Stairs

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