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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Client Portfolio Manager | Sep 2022 to Present | — |
| Income Research + Management | Associate Client Portfolio Manager | Jun 2022 to Sep 2022 | — |
| Income Research + Management | Senior Client Portfolio Analyst | Jan 2022 to Jun 2022 | — |
| Income Research + Management | Client Portfolio Analyst | May 2018 to Jan 2022 | — |
| Income Research + Management | Senior Associate | Jan 2017 to May 2018 | — |
| Income Research + Management | Associate | Mar 2015 to Jan 2017 | — |
| Putnam Investments | Regional Marketing Associate | Jan 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 Investments | Dealer Marketing Representative | Sep 2013 to Jan 2014 | Responsible for marketing Putnam Investment products to financial advisors across the country |
| Bowdoin College | Student | Sep 2009 to May 2013 | — |
| The Boston Foundation | Summer Intern | Jun 2012 to Aug 2012 | — |
| Brigham and Women's Hospital | Pharmacy Intern | Jun 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)
| 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 |