Profil
Ms. Sarah Kilpatrick is a Client Portfolio Manager at Income Research & Management, Inc. In her role, she works closely with clients and consultants to identify and understand client needs and serve as the point of contact for portfolio reviews and market updates.
Prior to joining IR+M, she was an Analyst and Fixed Income Specialist at LMCG Investments, LLC (formerly Lee Munder Capital Group).
She has completed her BA in English from the University of New Hampshire.
Postes actifs de Sarah Kilpatrick
| Sociétés | Poste | Début |
|---|---|---|
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. | Corporate Officer/Principal | 01/01/2022 |
Anciens postes connus de Sarah Kilpatrick
| Sociétés | Poste | Fin |
|---|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Corporate Officer/Principal | - |
Formation de Sarah Kilpatrick
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
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 |
Lehigh University
Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















