Rachel Anne Wilson
Portfolio Manager-Fixed Income presso LM Capital Group LLC
Profilo
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.
Posizioni attive di Rachel Anne Wilson
| Società | Posizione | Inizio |
|---|---|---|
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 |
Precedenti posizioni note di Rachel Anne Wilson
| Società | Posizione | Fine |
|---|---|---|
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 | Gestore di Portafoglio-Azioni | - |
Formazione di Rachel Anne Wilson
| University of California San Diego | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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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