Jon Lantz
SVP, Dir., Bank & Trust Services
14 years of service
Jon Lantz joined CAPIS in 2006 as an institutional sales account executive. In 2018, Jon was promoted to senior vice president and director of bank & trust services. Prior to joining CAPIS, he worked as a trust officer at Bank of America. Jon earned his Bachelor and Master of Business Administration degrees with concentrations in trust administration from Campbell University. He maintains Series 3, 7 and 63 licenses.
Other Members of our Sales Team
Related Staff
David Choate
COO, Exec. Dir. Global Sales
Chris Hurley, SVP
Dir., Institutional Sales
Jannette Vasquez
Mgr., Client Services
Caran Chaney, VP
Sr. Client Service Rep.
Ed O'Dowd, SVP
Institutional Sales
Chris Halverson, SVP
Institutional Sales
Russell Robinson
Institutional Sales
Bill Steen, FVP
Institutional Sales
Chris Cole, FVP
Institutional Sales
Coleen Donohue, VP
Institutional Sales
Jeannie Musick
Sr. Client Service Rep.
Robert Frain
Institutional Sales
Jack Curran
Institutional Sales
Mark Viani, SVP
Institutional Sales
Rachel Clark
Client Service Rep.