Wesly Pate
Portfolio Manager-Fixed Income bij Income Research & Management, Inc.
Profiel
Mr. Wesly Pate, CFA MBA, is a Senior Portfolio Manager at Income Research & Management, Inc. He joined IR+M in January 2011 and was promoted to Senior Portfolio Manager in 2022.
In his role as Senior Portfolio Manager, He is focused on portfolio construction, sector analysis, and contributing to the investment decision-making process, specifically for private clients and taxable institutional portfolios.
Prior to joining Income Research, he worked as an Equity Analyst with Eastern Investment Advisors where he recommended securities for placement across large cap equity strategies in the financial and consumer staples sectors.
In this role, he built and maintained quantitative models across sectors for security screening.
He holds a Bachelors in Finance from Georgia State University and an MBA from the Boston University School of Management.
Actieve functies van Wesly Pate
| Bedrijven | Functie | Begin |
|---|---|---|
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 | 01-01-2017 |
Eerdere bekende functies van Wesly Pate
| Bedrijven | Functie | Einde |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Corporate Officer/Principal | - |
Opleiding van Wesly Pate
| Georgia State University | Undergraduate Degree |
| Questrom School of Business | Masters Business Admin |
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| Bedrijven in privébezit | 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 |
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank (Investment Management) (Eastern Bank-IM) is the investment management division of Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Formerly known as Eastern Investment Advisors, Inc., the firm was founded in 1818 and is a subsidiary of Eastern Bankshares, Inc. (NASDAQ: EBC). Eastern Bank-PB provides individual and institutional clients with financial planning, portfolio management and fiduciary services. | Finance |