Anthony Godonis

Role
Principal, Director of Trading at Copeland Capital Management Llc
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Anthony Godonis

With over 25 years of buyside trading experience, I have held several key positions…

Experience

  1. Principal, Director of Trading

    Copeland Capital Management Llc

    Sep 2017 — Present · Conshohocken, PA

    25 years experience• Leader for Trade Execution and Investment Operations of Domestic and International strategies• Model delivery leaders in the industry• Portfolio analysis - liquidity, macro and micro market view, relative performance, cash management, idea generation• Capital markets specialist - Institutional / Retail SMA, Mutual Funds, ETF, Active ETF, Model Delivery (AUA), Platform Trading• Automation - internal operations and trading projects to develop risk mitigation and efficiency• Develop and maintain trading and operations policies and procedures• Organize and lead morning market call for the firm• Client focused - existing and potential client discussions with Sales and Investment Team• Project management - OMS, CTM, End of Day automation, Beginning of Day automation• New Product Introduction and Onboarding - ADR Seeded Portfolio, CTM, RFQ FX Platform, FIX integration, RFQ Fixed Income Platform, Bloomberg, Factset• Committees - Operating, Best Execution, Pricing, Client Intake, Liquidity, Risk Management• Relationship driven - client focus, expert relationship builder to create and maintain best in class Trading and Operations Team• Recruitment - seek and develop short and long term human capital with a forward looking view• Execute and manage 24 hour trading desk with a global operation

Skills

  • Customer Relations
  • Prime Brokerage
  • Options
  • Buy-Side
  • Hedge Funds
  • Hedging
  • Series 63
  • Securities
  • Asset Managment
  • Equity Trading
  • Mergers & Acquisitions
  • Alternative Investments
  • Series 7
  • Investments
  • Mutual Funds
  • Bloomberg
  • Equity Derivatives
  • Emerging Markets
  • Customer Service
  • Equity Research
  • Market Structure
  • Proprietary Trading
  • Trading
  • Negotiation
  • Electronic Trading
  • Trading Systems
  • Asset Management
  • Finra
  • Bloomberg Terminal
  • Equities
  • Portfolio Management
  • Investment Management
  • Problem Solving
  • Fx
  • Program Trading
  • Stocks
  • Fixed Income
  • Capital Markets
  • Order Management
  • Derivatives

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Anthony Godonis — Principal, Director of Trading at Copeland Capital Management Llc in Philadelphia, PA, US | Unifers