Team

Rachel Wilson, CFA, Director – Fixed Income Trading, joined the firm in 2004. Prior to joining LM Capital Group in 2004, she was a fixed income trader at AIG Advisor Group, responsible for recommending bond strategies and securities for clients. Her professional experience includes Portfolio Manager for fixed income index funds for Barclays Global Investors and Assistant Portfolio Manager at U.S. Trust Company of California. Ms. Wilson 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.