Chairman

Don Potts


Chairman of the Board Chairman

45 years of service (since 1977)


Chairman of the Board Don Potts founded Capital Institutional Services, Inc. (CAPIS) in 1977 and served as CEO until 2006. Prior to the inception of CAPIS, Don was employed as an institutional salesman at Merrill Lynch, a first vice president at Walston & Co., and a senior vice president at Jesup & Lamont Inc. Don has a Bachelor of Business Administration degree from the University of North Texas.

Chairman of the Board Don Potts founded Capital Institutional Services, Inc. (CAPIS) in 1977 and served as CEO until 2006. Prior to the inception of CAPIS, Don was employed as an institutional salesman at Merrill Lynch, a first vice president at Walston & Co., and a senior vice president at Jesup & Lamont Inc. Don has a Bachelor of Business Administration degree from the University of North Texas.

Other Members of our Management Team

Related Staff

Ann Sebert

Ann Sebert

CEO & President

D. Cullen Potts II

D. Cullen Potts II

Chairman

David Choate

David Choate

COO, Exec. Dir. Trading Sales

Stephen Lamendola

Stephen Lamendola

Stephen Lamendola headshot

CIO

Beni Huseinbegovic, Chief Financial Officer

Beni Huseinbegovic Chief Financial Officer

CFO, Treasurer

Lorraine Meredith, Executive Administrative Manager

Lorraine Meredith Executive Administrative Manager

Exec. Administrative Mgr.

Jason Christian

Jason Christian

CCO & Gen. Counsel