![Rachel Anne Wilson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Rachel Anne Wilson
Portfolio Manager-Fixed Income chez
LM Capital Group LLC
Profil
Ms. Rachel A. Wilson, CFA, is a Senior Portfolio Manager & Director of Fixed Income Trading 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.
Postes actifs de Rachel Anne Wilson
| Sociétés | Poste | Début |
|---|---|---|
LM Capital Group LLC
 LM Capital Group LLC Investment ManagersFinance LM Capital provides clients with attractive fixed income investment opportunities by utilizing a long-term, global macroeconomic methodology to assemble concentrated portfolios. Their proprietary portfolio construction process allows them to weather the volatility of the global bond markets in order to protect and grow assets for their clients over the long term. The firm employs an active management style that bases investment decisions on a top-down analysis—examining the structure, performance, behavior, and decision-making of the global economy. | Portfolio Manager-Fixed Income | 01/01/2017 |
Anciens postes connus de Rachel Anne Wilson
| Sociétés | Poste | Fin |
|---|---|---|
Osaic, Inc.
 Osaic, Inc. Investment ManagersFinance Provides wealth management services | Corporate Officer/Principal | - |
Barclays Global Investors NA
 Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | - |
Formation de Rachel Anne Wilson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
17
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Barclays Global Investors NA
Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Finance |
University of California San Diego
 University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LM Capital Group LLC
LM Capital Group LLC Investment ManagersFinance LM Capital provides clients with attractive fixed income investment opportunities by utilizing a long-term, global macroeconomic methodology to assemble concentrated portfolios. Their proprietary portfolio construction process allows them to weather the volatility of the global bond markets in order to protect and grow assets for their clients over the long term. The firm employs an active management style that bases investment decisions on a top-down analysis—examining the structure, performance, behavior, and decision-making of the global economy. | Finance |
Osaic, Inc.
Osaic, Inc. Investment ManagersFinance Provides wealth management services | Finance |
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