Rachel Wilson
Get their honest, personalized take on your startup.
Sign in to pitch Rachel →At a glance
- Full Name
- Rachel Wilson, CFA
- Title
- Senior Portfolio Manager, Director – Fixed Income Trading (Head Trader)
- Firm
- LM Capital Group, LLC
- Firm Type
- Institutional fixed-income investment manager (traditional asset management — *not* an angel/VC firm)
- Investment Stage
- N/A — LM Capital invests in global bond/fixed-income markets, not startup equity rounds. (Stub's "Seed Round" is unverified and contradicted by primary sources.)
- Sector Focus
- Global fixed income — investment-grade, high-yield, and emerging-market debt
- Geographic Focus
- Global fixed-income markets (U.S. and emerging markets)
- Location
- San Diego, California
Background
Rachel Wilson is a CFA charterholder who joined LM Capital Group in 2004 and serves as the firm's Head Trader and a Senior Portfolio Manager with the title Director – Fixed Income Trading. In that role she oversees the execution of fixed-income trades and manages portfolios across the firm's multiple strategies, while also maintaining broker/dealer relationships and helping ensure regulatory and compliance standards are met.
Before LM Capital, Wilson was a fixed-income trader at AIG Advisor Group. Earlier in her career she served as a Portfolio Manager for fixed-income index funds at Barclays Global Investors (BGI) and as an Assistant Portfolio Manager at U.S. Trust Company of California — a career spent entirely within institutional fixed-income and index management.
She holds a Bachelor of Arts from the University of California, San Diego, where she majored in Quantitative Economics and Decision Science. She is a CFA® charterholder and a member of the CFA Society San Diego.
LM Capital Group, her employer, is a San Diego–based fixed-income specialist co-founded by Luis Maizel (active in global fixed-income markets since 1984). The firm's investment team cites "over 100 years of combined experience across global fixed income markets," with expertise spanning emerging-market debt and investment-grade/high-yield strategies (Active Core Plus, Strategic Core, Intermediate/Long Duration, and Emerging Market Debt).
Investment Thesis & Focus
- Operates as an institutional fixed-income manager, not a startup investor — the relevant "thesis" is bond-market strategy, not equity venture bets.
- Manages portfolios across LM Capital's strategies: Active Core Plus, Strategic Core, Intermediate and Long Duration, and Emerging Market Debt, plus enhanced fixed-income approaches.
- Focus areas at the firm level: investment-grade bonds, high-yield securities, and emerging-market debt in global markets.
- Her personal remit is trade execution and portfolio management — she is the firm's Head Trader — rather than deal sourcing or founder-facing investing.
- No stated angel/seed thesis exists; the stub's "angel / seed" framing is not supported by any source.
Notable Investments
- No startup or portfolio-company investments could be verified — LM Capital Group invests in fixed-income securities (bonds) for institutional clients, not equity in companies.
- The firm's product set (institutional bond mandates) does not include named venture/angel deals, so this section has no substantiated entries.
Unlock the full research
Get how to approach them, recent activity, sources, contact links — plus pitch their AI twin for a candid read on your raise.
One-time. Stays unlocked for you.