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About
Mark Riordan, CFA, is a Portfolio Manager at Income Research + Management (IR+M) based in Boston, Massachusetts. In this role, he is responsible for portfolio construction, sector analysis, and contributing to investment decision-making for the firm’s fixed income strategies. His expertise centers on managing diversified fixed income portfolios for institutional and private clients, with a primary focus on sectors such as investment grade corporates, securitized products, and U.S. Treasuries.
Mark began his career at IR+M in 2012, advancing through positions as Senior Portfolio Analyst and Associate Portfolio Manager before being promoted to Portfolio Manager in 2025. Over this time, he has developed a deep understanding of fixed income markets, with notable experience in credit selection, risk management, and implementing sector allocation decisions that align with client objectives.
He holds a Master of Science in Finance from Bentley University’s McCallum Graduate School of Business and a Bachelor of Science in Corporate Finance and Accounting from Bentley University. Mark’s strong academic background complements his robust industry experience, and as a CFA charterholder, he brings a disciplined, research-driven approach to all aspects of portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Portfolio Manager | Jan 2025 to Present | — |
| Income Research + Management | Associate Portfolio Manager | Jan 2022 to Dec 2024 | — |
| Income Research + Management | Senior Portfolio Analyst - Portfolio Management Team | Jan 2020 to Dec 2021 | Member of team responsible for portfolio construction and implementation of investment strategy. Responsibilities include portfolio re-balancing, duration management, pre-trade compliance monitoring, ... |
| Income Research + Management | Analyst - Portfolio Risk | Mar 2015 to Dec 2019 | — |
| Income Research & Management | Senior Associate - Performance and Analytics | Dec 2013 to Feb 2015 | — |
| Income Research & Management | Associate - Portfolio Operations | Jun 2012 to Dec 2013 | — |
| Sun Capital Advisers (Sun Life Financial) | Analyst - Marketable Securities Operations | Nov 2011 to Jun 2012 | — |
| Sun Capital Advisers (Sun Life Financial) | Associate - Marketable Securities Operations | Aug 2008 to Nov 2011 | — |
| John Hancock Financial Services | Business Analyst | May 2006 to Aug 2007 | — |
Education
Bentley University - McCallum Graduate School of Business
Masters of Science, Finance
2007 — 2008
Bentley University
Bachelors of Science, Corporate Finance and Accounting
2003 — 2007
Hanover High School
1999 — 2003
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 |