CLIENT CONTACTS
TRADING
Joanna Horton
Senior Vice President, Director of Global Trading
800-527-5756 | jhorton@capis.com
SALES
Jim Morrow
Chief Operating Officer
214-978-4773 | jmorrow@capis.com
CLIENT SERVICE
Caran Chaney
Vice President, Client Service Representative Manager
214-978-4721 | cchaney@capis.com
RESEARCH
Wendy Dailey
Senior Vice President, Director of Business Development
214-978-4767 | wdailey@capis.com
ELECTRONIC TRADING
Wendy Dailey
Senior Vice President, Director of Business Development
214-978-4767 | wdailey@capis.com
COMPLIANCE
Jason Christian
Director of Compliance
214-978-4761 | jchristian@capis.com
OPERATIONS
Casey Mason
Operations Manager
214-978-4794 | cmason@capis.com
CLIENT RESOURCES
CLIENT PORTAL - Concourse
CAPIS Concourse, our exclusive web-based client portal is designed for convenient access to all of your account information including invoices, payment tools, account statements and our proprietary TradeLink order entry system. To obtain your unique CAPIS Concourse user name and password, please contact your client service team or call 800-247-6729.
