# INCOME RESEARCH + MANAGEMENT

INCOME RESEARCH + MANAGEMENT of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 104863
- Type: SEC-registered investment adviser
- SEC file number: 801-29482
- Location: 115 FEDERAL STREET, 22ND FLOOR, BOSTON, MA, 02110-1884
- Phone: 617-330-9333
- Latest filing: 2026-07-01
- Regulatory AUM: $130.7B
- Discretionary AUM: $130.1B
- Non-discretionary AUM: $539.0M
- Clients: 218
- Accounts: 1,559

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (57)

_Showing 25 of 57 people._

| Name | Role | Location |
| --- | --- | --- |
| John Anthony Sommers Jr. | EXECUTIVE CHAIR, DIRECTOR; EXECUTIVE CHAIRPERSON, DIRECTOR; TRUSTEE | — |
| Richard Mark Kizik | CHIEF COMPLIANCE OFFICER | — |
| Robert Franklyn Sommers | TRUSTEE | — |
| Matthew John Cannata | GENERAL COUNSEL, SECRETARY | — |
| James Edward Gubitosi | CO-CHIEF INVESTMENT OFFICER | — |
| Sarah Muller Kilpatrick | CHIEF OF STAFF | — |
| Massimo Antonio Desantis | CHIEF OPERATING OFFICER; SENIOR PORTFOLIO MANAGER, CO-DIRECTOR OF PORTFOLIO MANAGEMENT | — |
| Meghan Kelly Driscoll | CHIEF FINANCIAL OFFICER, CO-HEAD OF CLIENT TEAM | — |
| Dune Delafield Thorne | DIRECTOR | — |
| Elizabeth Genung Taylor | DIRECTOR | — |
| Deborah Heller Goldstein | DIRECTOR | — |
| William Theodore Lawrence | DIRECTOR | — |
| Erinn Rachelle King | CHIEF STRATEGY OFFICER; CO-HEAD OF CLIENT TEAM; PRESIDENT | — |
| Michael Anthony Miles | DIRECTOR | — |
| William Austin Omalley | CHIEF EXECUTIVE OFFICER, DIRECTOR | — |
| Kenneth Thomas Sommers | TRUSTEE | — |
| Michael Anthony Sheldon | CO-CHIEF INVESTMENT OFFICER | — |
| William Maurice O'Neill | SENIOR PORTFOLIO MANAGER, CO-DIRECTOR OF PORTFOLIO MANAGEMENT; SENIOR PORTFOLIO MANAGER, DIRECTOR OF PORTFOLIO MANAGEMENT | — |
| CLIFFORD TIMOTHY JOHN | MEMBER; SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| OMALLEY WILLIAM AUSTIN | CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER; CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER, DIRECTOR; CHIEF EXECUTIVE OFFICER; CO-CHIEF INVESTMENT OFFICER; TRUSTEE (+8 more) | — |
| INGALLS EDMUND FRANCIS | EXECUTIVE V.P./PRINCIPAL; MEMBER; PRINCIPAL (+3 more) | — |
| SOMMERS JOHN ANTHONY | CHAIRMAN; CHAIRMAN EMERITUS; CHAIRMAN, TRUSTEE (+18 more) | — |
| KERN STEPHEN F | PRINCIPAL; SENIOR VICE PRESIDENT; SHAREHOLDER (+2 more) | — |
| KIZIK RICHARD MARK | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| LINDENMAYER JENNIFER A | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104863/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104863/similar
- Related entities: https://search.stillhousedata.com/firm/104863/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104863

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.