CAPIS Email Formats

Financial Services • Dallas, Texas, United States • 51-100 Employees

CAPIS Email Formats

CAPIS uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@capis.com), used 85.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@capis.com	85.4%
{first name}{last name}	johndoe@capis.com	14.6%

Key Contacts at CAPIS

David Lee

Svp - Director Fixed Income Trading / Capital Markets

Mark Viani

Director, Institutional Sales And Managed Account Solutions

Tim Conway

Director, Plan Sponsor Services

Chris Halverson

Director, Institutional Sales

Christopher J. Hurley

Senior Vice President, Director Of Institutional Sales

Matthew Krebs

Director Of Outsourced Trading

Ann Sebert

Chief Executive Officer

Jon Lantz

Senior Vice President, Director Of Bank & Trust Services

Jason Gatewood

Svp, Director Of Global Trading

Donald Potts

Board Of Directors, Chair

Company overview

Headquarters	1700 Pacific Avenue, Suite 1100, Dallas, TX 75201, US
Phone number	+18002476729
Website	capis.com
NAICS	52
SIC	621
Keywords	Transition Management, Execution Services, Commission Management, Outsourced Trading, Managed Account Solutions, Bank & Trust Services, Wrap/Sma Solutions
Founded	1977
Employees	51-100
Socials

About CAPIS

Serving institutional investors since 1977, CAPIS is an agency broker that offers global execution services and commission management solutions. We pair trading technologies with an unparalleled dedication to superior client service. CAPIS has one focus -- providing institutional investors with conflict-free, unbiased execution and commission management solutions. CAPIS was a pioneer in developing commission management solutions to investment managers. Today, we’re one of the only brokers to offer research credit on global equity trades as well as fixed income and options trading. We are also one of the few brokers to offer commission recapture services. Our 24-hour trading desk offers global equity trading, fixed income trading, derivatives trading, portfolio trading, outsourced trading, and transition management services. CAPIS also provides solutions for managed account advisors; reducing operational expenses and inefficiencies, achieving best execution, and ending sponsor rotation. Disclosures: https://capis.com/disclosures/