Jack Anthony Sommers
Founder at Income Research & Management, Inc.
Profile
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).
Jack Anthony Sommers 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. | Founder | 1987-02-28 |
Former positions of Jack Anthony Sommers
| Companies | Position | End |
|---|---|---|
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | 1986-12-30 |
Training of Jack Anthony Sommers
| Amherst College | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
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 |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
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