Jeremy Holtz

Analyst-Equity at Income Research & Management, Inc.

Consumer Services

Finance

Profile

Mr. Jeremy C.
Holtz, CFA MBA, is a Portfolio Manager at Income Research & Management, Inc. He joined IR+M in May 2010 and was promoted to Portfolio Manager in 2023.
In his role as Portfolio Manager, Mr. Holtz is responsible for portfolio construction, sector analysis, and contributing to the investment decision-making process.? Prior to joining IR+M, he was a Senior Pricing Analyst at Fidelity Investments.
Mr. Holtz has a BA from the University of Massachusetts Amherst and an MBA from the College of Management at the University of Massachusetts Boston.

Jeremy Holtz 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	2010-04-30

All active positions of Jeremy Holtz

Training of Jeremy Holtz

University of Massachusetts	Undergraduate Degree
University of Massachusetts Boston	Masters Business Admin

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Linked companies

Private companies	1
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