Chief Portfolio Strategist
As Chief Portfolio Strategist, Edwin is an integral part of the investment team and the firm’s institutionalized investment process, with an emphasis on the top-down side of that process. Prior to his current role with M Capital, he was the firm’s Portfolio Specialist for over five years, and has been with the firm in a trading capacity for over 20 years. Edwin oversees and manages all trading activity for the firm, executing all equity, fixed income and derivative orders. He also models, re-balances, and restructures client portfolios to ensure the appropriate asset allocation strategy. Edwin received his MBA in Economics and Finance from Middle Tennessee State University.
M Capital Advisors: Chief Portfolio Strategist
M Capital Advisors: Portfolio Specialist and Head Trader
Mastrapasqua Asset Management: Trader
Mastrapasqua Asset Management: Compliance Officer/Operations Associate
Education and/or Professional Designations:
M.B.A., Middle Tennessee State University with an emphasis in Economics and Financial Economics
B.S., Liberal Arts, Austin Peay State University
Series 65 Certification
In his free time Edwin enjoys playing golf, bike riding, traveling and spending time with his wife and 8-year-old son. He currently serves on the Family Services Committee at Habitat for Humanity.