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Matthew O'Connell
Senior Client Portfolio Manager at Income Research & Management
About
Matthew O'Connell, CFA, is a Senior Client Portfolio Manager at Income Research + Management (IR+M) in Boston, MA, where he oversees client portfolio engagement and strategy, working closely with institutional clients and consultants to tailor fixed income portfolios that meet their investment goals. In this capacity, he manages communication of portfolio positioning, performance, and market themes, acting as a critical liaison between internal investment teams and external stakeholders.
With over a decade at IR+M, Matt progressed through roles including Client Relationship Manager and Client Portfolio Manager before being named Senior Client Portfolio Manager in 2023. His expertise centers on core and customized fixed income strategies, with broad experience across sectors such as U.S. Treasuries, investment grade corporates, structured products, and sustainable fixed income solutions.
Matt holds a Bachelor of Arts in Business from Saint Anselm College and completed his early education at Belmont Hill School. As a CFA charterholder, he is recognized for his deep knowledge of bond markets and commitment to delivering tailored investment solutions to diverse client segments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Senior Client Portfolio Manager | Jan 2023 to Present | — |
| Income Research + Management | Client Portfolio Manager | Jan 2020 to Present | — |
| Income Research + Management | Client Relationship Manager | Jan 2017 to Dec 2019 | — |
| Income Research + Management | Senior Analyst, Client Portfolio Team | Jan 2016 to Dec 2016 | — |
| Income Research + Management | Analyst, Client Portfolio Team | Jan 2015 to Dec 2015 | — |
| Income Research + Management | Senior Associate | Jan 2014 to Dec 2014 | — |
| Income Research + Management | Associate | May 2012 to Dec 2013 | — |
| State Street | Alternative Investment Solutions | Jan 2011 to May 2012 | — |
| America's Growth Capital | Investment Banking Intern | Sep 2010 to Dec 2010 | — |
| MetroLacrosse | MetroLacrosse | Jun 2010 to Aug 2010 | — |
Education
Saint Anselm College
Bachelor of Arts (B.A.), Business
2007 — 2010
Belmont Hill School
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 |