Profil
Mr. Jack A. Sommers, CFA MBA, is a Co-Founder & Executive Chairperson at Income Research & Management, Inc. He is on the Board of Directors at Income Research & Management, Inc. He is serving as a Portfolio Manager and Analyst for his first 20 years with IR+M, he played an integral role in shaping our disciplined, bottom-up investment approach.
He has worked alongside his IR+M colleagues to develop a highly capable and committed team and to create a culture that can consistently deliver for our clients and our co-workers.
He oversees the firm’s Client Service, Human Resources, Compliance, Operations, Technology, and Finance Teams.
He is Chairman of the Executive and Management Committees and serves on the Investment Governance and Product Committees.
He has over 37 years of experience.
Prior to joining co-founding Income Research in March 1987, Mr. Sommers worked in Investment Banking and Fixed Income at Morgan Stanley.
He has a BA in Economics from Amherst College (1984) and an MBA from Harvard Business School (1988).
Anciens postes connus de Jack Anthony Sommers
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Corporate Officer/Principal | 31/12/1986 |
Income Research & Management, Inc.
Income Research & Management, Inc. Investment ManagersFinance IR+M’s investment philosophy is based on their belief that careful security selection and actively managing portfolio risk provides superior results over the long-term. The firm strives to deliver strong performance over the market cycle via an understandable and consistent investment process. IR+M constructs portfolios using a disciplined bottom-up investment approach to select what they believe to be the most attractive securities from the fixed income universe. | Fondateur | - |
Formation de Jack Anthony Sommers
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| Entreprise privées | 4 |
|---|---|
Income Research & Management, Inc.
Income Research & Management, Inc. Investment ManagersFinance IR+M’s investment philosophy is based on their belief that careful security selection and actively managing portfolio risk provides superior results over the long-term. The firm strives to deliver strong performance over the market cycle via an understandable and consistent investment process. IR+M constructs portfolios using a disciplined bottom-up investment approach to select what they believe to be the most attractive securities from the fixed income universe. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Amherst College
Amherst College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard Business School
Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















