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KW

Kyle White

Client Portfolio Manager at Income Research & Management

Quincy, MA , United States

About

Kyle White serves as a Client Portfolio Manager at Income Research + Management (IR+M) in Quincy, MA, where he collaborates closely with clients and consultants to identify and implement tailored fixed income investment solutions. In his current role, he focuses on portfolio management, client relations, and delivering strategic investment guidance, specifically targeting the institutional and private client segments in fixed income markets.

Kyle’s investment expertise centers on fixed income asset classes, including government, corporate, and securitized bonds, aligning with IR+M’s specialty in active risk management and security selection within the fixed income sector. His career progression at IR+M—rising from Senior Client Portfolio Analyst to Associate Client Portfolio Manager and then to his current title—demonstrates deep experience in credit research, portfolio construction, and client-focused investment solutions over several years.

He holds an MBA from Boston College’s Carroll School of Management and a BA in Sociology and Education from Bowdoin College, providing a solid foundation in analytical and client service skills. A member of the IR+M team since 2015, Kyle is recognized for his contributions to developing tailored fixed income strategies, building strong client relationships, and supporting the firm’s reputation for excellence in institutional fixed income investment management.

Career History

OrganizationRoleDate RangeDetails
Income Research + ManagementClient Portfolio ManagerSep 2022 to Present
Income Research + ManagementAssociate Client Portfolio ManagerJun 2022 to Sep 2022
Income Research + ManagementSenior Client Portfolio AnalystJan 2022 to Jun 2022
Income Research + ManagementClient Portfolio AnalystMay 2018 to Jan 2022
Income Research + ManagementSenior AssociateJan 2017 to May 2018
Income Research + ManagementAssociateMar 2015 to Jan 2017
Putnam InvestmentsRegional Marketing AssociateJan 2014 to Mar 2015
As an internal wholesaler for Putnam Investments in the Greater LA area, I focus on aligning resources with my clients' initiatives of client acquisition, wealth management, discussion of the capital ...
Putnam InvestmentsDealer Marketing RepresentativeSep 2013 to Jan 2014
Responsible for marketing Putnam Investment products to financial advisors across the country
Bowdoin CollegeStudentSep 2009 to May 2013
The Boston FoundationSummer InternJun 2012 to Aug 2012
Brigham and Women's HospitalPharmacy InternJun 2008 to Jan 2012
Assists in performing a variety of pharmacy related functions. Ensures timely delivery of medications to patient floors Verifies accuracy of billing codes for inpatient pharmacy bills

Education

Boston College - Wallace E. Carroll Graduate School of Management

Master of Business Administration - MBA

2017 2020

Bowdoin College

Bachelor of Arts (B.A.), B.A., Sociology and Education

2009 2013

St. Sebastians

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