CLIENT CONTACTS
TRADING
Joanna Horton
Senior Vice President, Director of Global Trading
800-527-5756 | jhorton@capis.com
SALES
Chris Buck
Senior Vice President, Director of Global Sales
214-922-3208 | cbuck@capis.com
CLIENT SERVICE
Caran Chaney
Vice President, Client Service Representative Manager
214-978-4721 | cchaney@capis.com
RESEARCH
Alan Head
Vice President, Manager of Research and Performance Reporting
214-922-3260 | ahead@capis.com
ELECTRONIC TRADING
Doug McPhail
Electronic Trading Sales
214-978-4771 | dmcphail@capis.com
COMPLIANCE
Eric Holt
Director of Compliance
214-978-4761 | eholt@capis.com
OPERATIONS
Francine Cook
Vice President, Operations Manager
214-978-4793 | fcook@capis.com
CLIENT RESOURCES
CLIENT PORTAL
CAPIS Concourse User GuideIntroducing CAPIS Concourse – our exclusive web-based client portal designed for convenient access to all of your account information including invoices, payment tools, account statements and our proprietary TradeLink (formerly OARS) order entry system. To obtain your unique CAPIS Concourse user name and password*, please contact your client service team or call 800-247-6729.
*Clients who already have a login user name and password do not need to re-register.
