Rachel Anne Wilson
Portfolio Manager-Fixed Income bei LM Capital Group LLC
Profil
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.
Aktive Positionen von Rachel Anne Wilson
| Unternehmen | Position | Beginn |
|---|---|---|
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 | 01.01.2017 |
Ehemalige bekannte Positionen von Rachel Anne Wilson
| Unternehmen | Position | Ende |
|---|---|---|
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-Aktien | - |
Ausbildung von Rachel Anne Wilson
| University of California San Diego | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
| Barclays Global Investors NA | Finance |
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 |
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 |
