Carrie Mermelstein
Analyst-Equity at Income Research & Management, Inc.
Profile
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).
Carrie Mermelstein active positions
| Companies | Position | Start |
|---|---|---|
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 | 2019-02-28 |
Former positions of Carrie Mermelstein
| Companies | Position | End |
|---|---|---|
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 purposes of State Street Global Advisors’ US institutional investment management business. | Corporate Officer/Principal | 2008-07-31 |
Training of Carrie Mermelstein
| Yale University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 purposes of State Street Global Advisors’ US institutional investment management business. | Finance |
- Stock Market
- Insiders
- Carrie Mermelstein
