David Lee
SVP, Dir., Fixed Income
10 years of service
David Lee has over twenty-five years of financial industry experience. Prior to joining CAPIS in 2009, he worked for eight years at SunTrust Robinson Humphrey as the director of mortgage trading. He also worked for Royal Bank of Canada as well as First Tennessee. Additionally, he spent five years with FedEx as a financial analyst and served as controller for Seven Oaks International for three years. David maintains Series 3, 7, 24, 53 and 63 licenses.
Other Members of our Trading Team
Related Staff
Jason Gatewood, SVP
Exec. Dir., Global Trading
Corey Ware, FVP
Sr. Equity Trader
Chad Muller, FVP
Sr. Equity Trader
Kelly Eskildsen, FVP
Sr. Equity Trader
Damon Belding, FVP
Sr. Equity Trader
Michael Aguilera
Equity Trader
Matthew Kiselica, FVP
Mgr., Intl. Trading
Clayton Duff, FVP
Sr. Intl. Trader
Glenn Nowlin
Intl. Equity Trader
Bryan Gibbs, FVP
Transition Mgmt.
Michael Czapliskie
Transition Mgmt.
Ray Prisco, VP
Fixed Income Trader
Jay Vanerstrom, VP
Mgr., Derivatives Trading
Aaron Bernstein
Fixed Income & Equity Trader
Matt Krebs
Dir., Outsourced Trading
Mike Dunlap
Trading App. Support