Wesly Pate

Wesly Pate, CFA, is a Senior Portfolio Manager at Income Research + Management (IR+M), a Boston-based investment management firm specializing in fixed income strategies. In his current role, he leads portfolio construction, conducts sector analysis, and shapes the investment decision-making process for institutional clients, drawing on more than a decade at IR+M. His responsibilities span managing diversified fixed income portfolios that include municipal bonds, securitized assets, corporate debt, and government securities.

Before joining IR+M in 2011, Wesly was an Equity Analyst, where he covered the Financials and Consumer Staples sectors during the 2008 financial crisis, gaining valuable experience in quantitative modeling and research. At IR+M, he began as a credit analyst and subsequently took on trading duties before advancing to his portfolio management position, where he has been instrumental in product development and adapting strategies to client needs.

Wesly holds a Master of Science in Accounting from the University of Massachusetts Amherst, an MBA in Finance from Boston University, and a Bachelor’s in Finance from Georgia State University. Recognized for his analytical rigor and collaborative approach, he is respected for his expertise across fixed income asset classes, with a particular focus on crafting resilient, client-centric investment solutions in the face of evolving market challenges.