Michael Godwin, CFA
Chief Investment Officer at Fragasso Financial Advisors- Claim this Profile
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Bio
Credentials
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CFA Charterholder
CFA Institute -
Series 66 held with Fragasso Financial Advisors
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Series 7 held with Private Client Services
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Experience
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Fragasso Financial Advisors
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United States
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Financial Services
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1 - 100 Employee
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Chief Investment Officer
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Sep 2015 - Present
Head of the Portfolio Management department. Responsibilities included global macro strategy, asset allocation, and portfolio management for discretionary multi-asset class client portfolios. Co-portfolio manager of US Large Cap and US All Cap equity portfolios. Investment Advice offered through Fragasso Financial Advisors¬¬, a registered investment advisor. Securities offered through Private Client Services, member FINRA/SIPC. Fragasso Financial Advisors and Private Client Services… Show more Head of the Portfolio Management department. Responsibilities included global macro strategy, asset allocation, and portfolio management for discretionary multi-asset class client portfolios. Co-portfolio manager of US Large Cap and US All Cap equity portfolios. Investment Advice offered through Fragasso Financial Advisors¬¬, a registered investment advisor. Securities offered through Private Client Services, member FINRA/SIPC. Fragasso Financial Advisors and Private Client Services are unaffiliated entities. For a list of states in which we are registered to do business, please visit www.fragassoadvisors.com Show less Head of the Portfolio Management department. Responsibilities included global macro strategy, asset allocation, and portfolio management for discretionary multi-asset class client portfolios. Co-portfolio manager of US Large Cap and US All Cap equity portfolios. Investment Advice offered through Fragasso Financial Advisors¬¬, a registered investment advisor. Securities offered through Private Client Services, member FINRA/SIPC. Fragasso Financial Advisors and Private Client Services… Show more Head of the Portfolio Management department. Responsibilities included global macro strategy, asset allocation, and portfolio management for discretionary multi-asset class client portfolios. Co-portfolio manager of US Large Cap and US All Cap equity portfolios. Investment Advice offered through Fragasso Financial Advisors¬¬, a registered investment advisor. Securities offered through Private Client Services, member FINRA/SIPC. Fragasso Financial Advisors and Private Client Services are unaffiliated entities. For a list of states in which we are registered to do business, please visit www.fragassoadvisors.com Show less
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AllianceBernstein
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United States
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Investment Management
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700 & Above Employee
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Associate Portfolio Manager/Equity Research Associate
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Mar 2013 - May 2015
• Managed and optimized institutional and high net worth client portfolios by implementing equity, currency and derivative trades; controlling cash flows; and rebalancing client accounts. • Researched and presented security recommendations to Portfolio Managers on the consumer staples and industrial sectors for ultimate inclusion into the Small and SMID cap value portfolios. • Managed and optimized institutional and high net worth client portfolios by implementing equity, currency and derivative trades; controlling cash flows; and rebalancing client accounts. • Researched and presented security recommendations to Portfolio Managers on the consumer staples and industrial sectors for ultimate inclusion into the Small and SMID cap value portfolios.
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Ronin Capital
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United States
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Financial Services
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1 - 100 Employee
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Trader
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Apr 2007 - Oct 2012
Electronic Trader/Portfolio Associate - S&P 500 options portfolio: 4/10 – 9/12 • Implemented strategies within S&P 500 options portfolio including trade construction, cash monitoring & asset flows. • Performed extensive market research for additional assets to include the portfolio. • Increased monthly P&L 7.5% by developing and managing a strategy to trade SPX options during VIX expiration. • Contributed additional 8% to average daily P&L by leveraging broker relationships to… Show more Electronic Trader/Portfolio Associate - S&P 500 options portfolio: 4/10 – 9/12 • Implemented strategies within S&P 500 options portfolio including trade construction, cash monitoring & asset flows. • Performed extensive market research for additional assets to include the portfolio. • Increased monthly P&L 7.5% by developing and managing a strategy to trade SPX options during VIX expiration. • Contributed additional 8% to average daily P&L by leveraging broker relationships to capitalize on trading opportunities arising in S&P 500 pit. SPX Floor Trader: 4/07 – 4/10 • Part of eight member team responsible for leveraging $20MM in capital to yield $40MM return (2008). • Created and disseminated over 500 daily P&L and market share reports to firm employees. Show less Electronic Trader/Portfolio Associate - S&P 500 options portfolio: 4/10 – 9/12 • Implemented strategies within S&P 500 options portfolio including trade construction, cash monitoring & asset flows. • Performed extensive market research for additional assets to include the portfolio. • Increased monthly P&L 7.5% by developing and managing a strategy to trade SPX options during VIX expiration. • Contributed additional 8% to average daily P&L by leveraging broker relationships to… Show more Electronic Trader/Portfolio Associate - S&P 500 options portfolio: 4/10 – 9/12 • Implemented strategies within S&P 500 options portfolio including trade construction, cash monitoring & asset flows. • Performed extensive market research for additional assets to include the portfolio. • Increased monthly P&L 7.5% by developing and managing a strategy to trade SPX options during VIX expiration. • Contributed additional 8% to average daily P&L by leveraging broker relationships to capitalize on trading opportunities arising in S&P 500 pit. SPX Floor Trader: 4/07 – 4/10 • Part of eight member team responsible for leveraging $20MM in capital to yield $40MM return (2008). • Created and disseminated over 500 daily P&L and market share reports to firm employees. Show less
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Education
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James Madison University
Bachelor of Business Administration (BBA), Information Systems
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