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About
Tucker Rothmann, CFA, is a Senior Portfolio Manager at Income Research + Management (IR+M) based in Boston, MA. In this role, he leads portfolio construction, performs sector analysis, and is actively involved in the investment decision-making process for institutional and private clients, with a particular focus on fixed income strategies. Rothmann’s work centers on analyzing sectors within the fixed income universe, ensuring portfolios are tailored to client objectives and risk tolerance.
He began his career at IR+M as a Portfolio Strategy Analyst in 2019 and progressed to Portfolio Manager before assuming his current senior management position in 2024. Throughout these roles, Rothmann has developed deep expertise in fixed income asset classes, including both investment grade and specialized sectors, contributing to collaborative team strategies and the firm’s commitment to superior security selection and active risk management.
Rothmann holds a Bachelor of Science in Business Administration and a Bachelor of Arts in French and Francophone Studies from Ithaca College, as well as a preparatory degree from the Pomfret School. His CFA designation underscores his technical proficiency in investment management and his ability to navigate complex market conditions as a trusted advisor to clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Senior Portfolio Manager | Jan 2024 to Present | — |
| Income Research + Management | Portfolio Manager | Jan 2021 to Dec 2023 | — |
| Income Research + Management | Portfolio Strategy Analyst | Jul 2019 to Dec 2020 | — |
| Income Research + Management | Assistant Vice President, Senior Product Analyst | Jan 2019 to Jun 2019 | — |
| Income Research + Management | Product Specialist | Jun 2017 to Dec 2018 | — |
| Income Research + Management | Senior Associate | Aug 2016 to May 2017 | — |
| Rocaton Investment Advisors | Senior Analyst | Mar 2015 to Jul 2016 | — |
| Rocaton Investment Advisors | Investment Analyst | Mar 2013 to Feb 2015 | — |
Education
Ithaca College
Bachelor of Science, Business Administration
2008 — 2012
Ithaca College
Bachelor of Arts (Double Major), French and Francophone Studies
2008 — 2012
Pomfret School
2004 — 2008
Skills & Expertise
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 |