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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
| 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 | Assistant Vice President | Jan 2017 to Jan 2021 | — |
| Income Research + Management | Senior Analyst | Jan 2014 to Jan 2017 | — |
| Income Research + Management | Analyst | Jan 2012 to Jan 2014 | — |
| Income Research + Management | Associate | Jan 2010 to Jan 2012 | — |
| State Street | Senior Associate | Jan 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
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 |