Carrie Mermelstein
Analyst-Equity chez Income Research & Management, Inc.
Profil
Ms. Carrie Mermelstein, CFA MBA, is a Portfolio Manager at Income Research & Management, Inc. She joined IR+M in March 2019 and was promoted to Portfolio Manager in 2022.
In her role as Portfolio Manager, She is focused on portfolio construction, sector analysis, and contributing to the investment decision-making process.
Prior to IR+M, she was a Senior Credit Analyst at Cambridge Place Investment Management.
Before that, she was a Senior Fixed Income Portfolio Manager at State Street Global Advisors.
She has a BA from Yale University (1997) and an MBA from MIT Sloan School of Management (2003).
Postes actifs de Carrie Mermelstein
| Sociétés | Poste | Début |
|---|---|---|
Income Research & Management, Inc.
 Income Research & Management, Inc. Investment ManagersFinance Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors. | Analyst-Equity | 01/03/2019 |
Anciens postes connus de Carrie Mermelstein
| Sociétés | Poste | Fin |
|---|---|---|
State Street Global Advisors Trust Co.
 State Street Global Advisors Trust Co. Investment ManagersFinance State Street Global Advisors Trust Co. (SSGA Trust) is an investment advisory firm headquartered in Boston, Massachusetts. The firm is owned by State Street Bank & Trust Co., which is a subsidiary of State Street Corp. (NYSE: STT). SSGA Trust was founded in 2016 for State Street Global Advisors’ US institutional investment management business. | Corporate Officer/Principal | 01/08/2008 |
Formation de Carrie Mermelstein
| Yale University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Income Research & Management, Inc.
Income Research & Management, Inc. Investment ManagersFinance Income Research & Management, Inc., dba Income Research + Management (IR+M), is a privately-owned, independent, fixed income investment management firm headquartered in Boston, Massachusetts. The firm was co-founded by John A. Sommers and Jack A. Sommers in 1987. IR+M manages US fixed income portfolios for institutional and private clients, several US fixed income private investment funds, and collective investment trusts for qualified investors. | Finance |
State Street Global Advisors Trust Co.
State Street Global Advisors Trust Co. Investment ManagersFinance State Street Global Advisors Trust Co. (SSGA Trust) is an investment advisory firm headquartered in Boston, Massachusetts. The firm is owned by State Street Bank & Trust Co., which is a subsidiary of State Street Corp. (NYSE: STT). SSGA Trust was founded in 2016 for State Street Global Advisors’ US institutional investment management business. | Finance |
