November 1, 2022
Frank Mastrapasqua, Ph.D.
November 1, 2022: Promotions
It is with great enthusiasm that I am announcing several promotions at our firm. These changes have been in the making for eight years since we changed the name of the firm from Mastrapasqua Asset Management to M Capital Advisors, all designed to highlight our second generation of leadership. As you know, I assembled this seasoned M Capital team for multiple decades and am ready to rely on them to handle the day-to-day management of the portfolios and the management of the firm, while remaining Chairman of M Capital and providing my market views. The changes will allow me to do what I love most, which is writing about the capital markets and functioning as an advisor to the firm.
Patrick A. Snell, CFA, CAIA
Chief Investment Officer
I appointed Patrick Snell as Co-Chief Investment Officer of the firm over a year ago. Pat joined M Capital Advisors in 2007 and became a Principal in 2009. While I was Director of Research at J.C. Bradford & Co. in 1989, I hired and trained Pat as a Research Analyst upon his graduation from Vanderbilt University’s MBA program while he received his CFA designation. Pat joined M Capital Advisors after holding several successful investment research leadership positions with firms in San Francisco and New York. With Pat’s greater than thirty years of experience in equity portfolio management and equity research analysis, I am more than pleased to elevate Pat even further. Over the past 15 years, Pat has worked alongside me in developing portfolios for the firm. I am promoting Pat to the role of sole Chief Investment Officer.
Edwin R. Barton
Chief Portfolio Strategist
Edwin has been with the firm in a trading capacity for over 20 years and he is steeped in how I approach the markets not only from a trading perspective, but also an investment perspective. Edwin received his MBA in Economics and Finance from Middle Tennessee State University and after I promoted him to Portfolio Specialist over five years ago, he has become an even more integral part of the investment team and our institutionalized investment process, with an emphasis on the top-down side of that investment process. I am promoting Edwin to Chief Portfolio Strategist.
Mauro M. Mastrapasqua
Chief Executive Officer
I have often joked that my son has been with me for 50 years, but the truth is that Mauro has worked in this family business for almost 25 years and served in just about every capacity from Research Analyst to Chief Compliance Officer since graduating from Vanderbilt University’s MBA program. He has been the Chief Operating Officer since 2006 and most recently, successfully led the firm through the COVID-19 crisis and is the right person to set the strategic vision of the firm and lead this second generation of our team onto our next stage of growth. I am promoting Mauro to Chief Executive Officer.
We have always employed a team approach at M Capital and I have never felt more confident in these three members along with the leadership of Claude K. Koontz, CFA, Principal and Portfolio Manager in our San Antonio office. These individuals have worked alongside me and I have watched them all perform at a high level during bull and bear markets, through a global pandemic, and many other market events for two decades; my team is ready and needs to take this step. As a money management firm, we are in the talent business above all else and the talent that I have assembled at M Capital is second to none. To remain competitive in the marketplace, talent must be promoted and rewarded.
As always, we all remain grateful for the trust you have placed in us to manage your money.
Frank Mastrapasqua, Ph.D.
M Capital Advisors