Team
Management Team | Trading | Research | Business Development & Client Service | Compliance & Operations
LM Capital Group Research
![]() |
Carolyn Lustfield, Senior Vice President – Risk Management, has experience in the investment management business since 1984. She has broad experience in managing institutional client fixed income and portable alpha strategies against liabilities, various indexes and customized indexes as well as performance measurement and custodian operation’s processes. Prior to joining LM Capital Group in 2008, Ms. Lustfield co-founded JKMilne Asset Management where she was Director, Senior Portfolio Manager and responsible for the firm’s portfolio management and operation processes. Previously, she was Vice President and Senior Portfolio Manager for The Bank of New York Mellon (Mellon Bond Associates) for 18 years. Ms. Lustfield received an undergraduate degree in accounting from Robert Morris University and a Master of Business Administration from Duquesne University. She is an advocate for the National Alliance of the Mentally Ill and has been an active community mentor of the Big Brothers/Big Sisters since 1999. Ms. Lustfield is a Member of the San Diego City Treasurer’s Investment Advisory Committee. |
|
![]() |
Todd Crescenzo, CFA, Vice President - Research of LM Capital Group, has been involved in the capital and commodity markets since 1999. Prior to joining LM Capital Group in 2008, he worked on the Structuring and Trading desk at RBS Sempra Commodities. Previously, he was a research analyst and assistant portfolio manager with Advisors Asset Management where he supported the firm’s Chief Investment Officer in implementing and trading the firm’s distressed, high yield and total return strategies. In addition, Mr. Crescenzo worked at Credit Suisse Group as a member of the US and Latin American macroeconomic research team. Mr. Crescenzo is a CFA Charterholder and is a member of the Chartered Financial Analyst Institute (CFAi). He received an undergraduate degree in Industrial Relations from the University of North Carolina and a Master’s degree with distinction in International Business with an emphasis in finance from the University of California, San Diego. Mr. Crescenzo also serves as a Co-Instructor of Applied Financial Management at the University of California, San Diego. |
|
![]() |
John Klinger, CFA, Assistant Vice President – Research of LM Capital Group, joined the firm in July of 2006. His prior industry experience includes three years working on the trade desk at LPL Financial Services, where he was responsible for the oversight and maintenance of the omnibus trading group. In addition, Mr. Klinger held intern positions at Prime Asset Consulting, the institutional investment consulting division of UBS, and Morgan Stanley. He received a Bachelor of Arts degree in Economics from Trinity College in Hartford, Connecticut. |


