Chris Cole
FVP, Institutional Sales
19 years of service
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
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David Choate, SVP
Exec. Dir., Global Sales
Jannette Vasquez
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Chris Hurley, SVP
Dir., Institutional Sales
Caran Chaney, VP
Sr. Client Service Rep.
Jon Lantz, SVP
Dir., Bank & Trust Services
Ed O'Dowd, SVP
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Chris Halverson, SVP
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Russell Robinson
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Kim Doran
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Bill Steen, FVP
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Jeannie Musick
Sr. Client Service Rep.
Coleen Donohue, VP
Institutional Sales
Robert Frain
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Annie Roybal
Client Service Rep.
Jack Curran
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John Gorman
Institutional Sales
Mark Viani, SVP
Institutional Sales