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Sarah Spencer

Sarah Spencer

Client Portfolio Manager at Income Research & Management

Marblehead, MA , United States

About

Sarah Spencer is a Client Portfolio Manager at Income Research + Management (IR+M), where she collaborates closely with clients and consultants to develop tailored investment solutions and manage portfolio mandates. She plays a central role in portfolio construction, communication of investment strategies, and client servicing, ensuring alignment with institutional objectives and market dynamics. Her primary focus is on fixed income asset classes, particularly US investment grade and securitized credit sectors, reflecting IR+M’s core expertise in core bond, corporate, and securitized strategies.

Sarah has been with IR+M since 2016, advancing from Senior Portfolio Analyst to Investment Team Business Manager, before being named Client Portfolio Manager in 2022. Her background includes managing investment team workflow, new issue processes for corporate and securitized bonds, and facilitating cross-team collaboration within the firm. These roles have honed her expertise in investment analysis, portfolio risk, and client communication in the institutional fixed income space.

She holds a Bachelor of Arts in English Language and Literature with a focus on Business Administration from the University of New Hampshire. Based in Marblehead, MA, Sarah is recognized for fostering strong internal and external relationships and contributing to IR+M’s client-centric philosophy.

Career History

OrganizationRoleDate RangeDetails
Income Research + ManagementClient Portfolio ManagerOct 2022 to Present
Income Research + ManagementInvestment Team Business ManagerOct 2020 to Oct 2022
Income Research + ManagementSenior Portfolio AnalystJun 2016 to Oct 2020
LMCG InvestmentsFixed Income Trading and AnalysisMay 2013 to May 2016
Corby Capital MarketsVice PresidentJan 2010 to Jan 2013
Managed retail portfolios shared with the CEO of firm to provide customized portfolio solutions for each client. Portfolio structure included: building a ladder or barbell strategy while targeting sp...
Corby Capital MarketsAssistant Vice PresidentJan 2006 to Jan 2010
Sales Assistant to Chief Executive Officer of firm. Managed and maintained municipal institutional and retail accounts with the CEO of firm. Actively bid, sold, and bought bonds for institutional and ...
Kaplan and JassRecruiterDec 2005 to Sep 2006
Recruiter specializing in intellectual property law

Education

University of New Hampshire

Bachelor of Arts (B.A.), English Language and Literature, General and Business Administration

2000 2004

Skills & Expertise

Portfolio Management
Trading
Municipal Bonds
Corporate Support
Fixed Income
Sales
Underwriting

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