Institutional Sales   214-978-4708

Chris Cole


FVP, Institutional Sales Institutional Sales

19 years of service (since 2000)


Chris Cole has over thirty years of industry experience. Prior to joining CAPIS in 2000, he was vice president of research sales at Hoak Breedlove. Previous positions also include director of sales at First London and financial consultant at Morgan Stanley Smith Barney. Chris graduated from Penn State University with a Bachelor of Science in engineering and a Master of Business Administration in MIS from the University of Dallas. He maintains Series 3, 7 and 63 licenses.

Chris Cole has over thirty years of industry experience. Prior to joining CAPIS in 2000, he was vice president of research sales at Hoak Breedlove. Previous positions also include director of sales at First London and financial consultant at Morgan Stanley Smith Barney. Chris graduated from Penn State University with a Bachelor of Science in engineering and a Master of Business Administration in MIS from the University of Dallas. He maintains Series 3, 7 and 63 licenses.

Other Members of our Sales Team

Related Staff

David Choate, SVP

David Choate SVP

David Choate headshot

Exec. Dir., Global Sales

Jannette Vasquez

Jannette Vasquez

Jannette Vasquez headshot

Mgr., Client Services

Chris Hurley, SVP

Chris Hurley SVP

Chris Hurley headshot

Dir., Institutional Sales

Caran Chaney, VP

Caran Chaney VP

Caran Chaney headshot

Sr. Client Service Rep.

Jon Lantz, SVP

Jon Lantz SVP

Jon Lantz headshot

Dir., Bank & Trust Services

Ed O'Dowd, SVP

Ed O'Dowd SVP

Ed O'Dowd headshot

Institutional Sales

Chris Halverson, SVP

Chris Halverson SVP

Chris Halverson headshot

Institutional Sales

Russell Robinson

Russell Robinson

Russell Robinson headshot

Institutional Sales

Kim Doran

Kim Doran

Kim Doran headshot

Institutional Sales

Bill Steen, FVP

Bill Steen FVP

Bill Steen headshot

Institutional Sales

Jeannie Musick

Jeannie Musick

Sr. Client Service Rep.

Coleen Donohue, VP

Coleen Donohue VP

Coleen Donohue headshot

Institutional Sales

Robert Frain

Robert Frain

Robert Frain headshot

Institutional Sales

Annie Roybal

Annie Roybal

Headshot of Annie Roybal

Client Service Rep.

Jack Curran

Jack Curran

Jack Curran headshot

Institutional Sales

John Gorman

John Gorman

Headshot of John Gorman

Institutional Sales

Mark Viani, SVP

Mark Viani SVP

Mark Viani headshot

Institutional Sales