
Edwin Barton
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.
Work History:
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
Personal Interests:
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.