Rachel Anne Wilson
Portfolio Manager-Fixed Income at LM Capital Group LLC
Profile
Ms. Rachel A.
Wilson, CFA, is a Fixed Income Trading & Senior Portfolio Manager at LM Capital Group LLC.
She joined the firm in 2004.
Prior to joining LM Capital Group, Ms. Wilson was previously employed as Fixed Income Trader by Advisor Group, Inc., where she was responsible for recommending bond strategies and securities for clients.
Her professional experience also include as Portfolio Manager for fixed-income index funds for Barclays Global Investors and Assistant Portfolio Manager at U.S.
Trust Company of California.
She has a CFA designation and a Bachelor of Arts from the University of California, San Diego, with a major in Quantitative Economics and Decision Science.
Rachel Anne Wilson active positions
| Companies | Position | Start |
|---|---|---|
LM Capital Group LLC
 LM Capital Group LLC Investment ManagersFinance LM Capital Group LLC (LM Capital) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 1989 by John Chalker and Luis Maizel. They are a subsidiary of LM Capital Management, Inc. LM Capital provides fixed income investment management services to institutional investors. | Portfolio Manager-Fixed Income | 31/12/2016 |
Former positions of Rachel Anne Wilson
| Companies | Position | End |
|---|---|---|
Osaic, Inc.
 Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Corporate Officer/Principal | - |
| Barclays Global Investors NA | Portfolio Manager-Equities | - |
Training of Rachel Anne Wilson
| University of California San Diego | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
LM Capital Group LLC
LM Capital Group LLC Investment ManagersFinance LM Capital Group LLC (LM Capital) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 1989 by John Chalker and Luis Maizel. They are a subsidiary of LM Capital Management, Inc. LM Capital provides fixed income investment management services to institutional investors. | Finance |
| Barclays Global Investors NA | Finance |
Osaic, Inc.
Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Finance |
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