Capital Institutional Services Enhances Fixed Income Offering

Share Article

CAPIS announces the restructuring of its Executive Committee and enhancements to its Fixed Income Desk.

Capital Institutional Services, Inc., a Dallas-based institutional brokerage firm, is excited to announce the restructuring of its Executive Committee effective immediately. James Morrow, Director of Global Trading, will be promoted to Chief Operating Officer of Sales and Trading. Joanna Horton, a CAPIS 14-year veteran, will be promoted to Senior Vice President and take over the Global Trading Director post.

The company would also like to announce that starting Sept. 12, 2005, its New York-based fixed-income trading department will be moving to its Dallas headquarters.

“We are excited about the expansion of our Dallas office and look forward to the positive improvements this move will make, particularly in our training and customer service departments,” says CAPIS President Kristi Wetherington.

CAPIS has initiated the executive committee restructure and Dallas transfers to improve employee cross-training, product development, regulatory oversight, customer service and profits. The fixed income department transfer will also provide better trading support and services for all parties.

CAPIS Capital Institutional Services, Inc. welcomes any questions or concerns about these changes. Please contact James Morrow at 214-978-4773 with inquiries.

About Capital Institutional Services, Inc.

Capital Institutional Services, Inc. (CAPIS) is a leading U.S. institutional brokerage firm specializing in global agency trading and independent research distribution for asset managers and plan sponsors. CAPIS has successfully developed and provided an array of brokerage solutions specifically tailored to the institutional marketplace since 1977. CAPIS executes all trades on an agency basis, eliminating any conflict of interest; and plan sponsors, investment managers and broker-dealers have come to trust CAPIS for its expertise in directed brokerage, transition management and commission recapture relationships.

CAPIS is a member of the New York Stock Exchange, American Stock Exchange, Pacific Stock Exchange, the National Association of Securities Dealers, and SIPC. For more information, visit http://www.capis.com or call 800-247-6729.

Contact Information:

James Morrow

Chief Operating Officer of Sales and Trading

1+214-978-4773

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Visit website