Profile
Mr. Paul J.
Clifford is Senior Portfolio Manager and Product Specialist at Income Research & Management, Inc. Specializing in municipal bonds, he leads a team of investment professionals who manage private client and institutional taxable portfolios.
His team focuses on after-tax total return through a customized and highly tax-efficient approach.
He has over 35 years of experience.
Prior to joining Income Research in January 2003, Mr. Clifford spent 13 years at State Street Research.
The majority of that time, he was a Senior Vice President leading the Tax-Exempt product team.
In this role, he was the lead Portfolio Manager for all municipal bond mutual funds and private client fixed income separate accounts.
Before that, Mr. Clifford was a municipal bond broker focused on short-term maturity trading at JJ Kenny, Inc. His expertise and experience is in credit analysis, trading, and portfolio management.
Mr. Clifford has a BA in Economics from the College of the Holy Cross (1984) and an MBA in Finance from Boston College (1992).
Former positions of Paul John Clifford
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Fixed Income | 2022-12-31 |
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Head-Fixed Income Invts | 2002-12-30 |
Training of Paul John Clifford
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
| Boston College | 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 |
|---|---|
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |
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 |
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