Dir., Fixed Income   800-247-8888

David Lee


SVP, Director of Fixed Income Trading Dir., Fixed Income

10 years of service (since 2009)


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.

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.

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