CAPIS
Angela L. is a seasoned finance professional with extensive experience in accounting and financial analysis. Currently serving as a Senior Correspondent Analyst and Senior Accountant at Capital Institutional Services since June 2008, Angela L. is responsible for managing segregated accounts and reporting financial information to the CFO. Previous roles include Property Accountant at Riverstone Residential Group, where oversight of multiple residential property portfolios was maintained, and Tax Accountant positions at Carter Mannix, LLP, and CF & Co, where Angela L. prepared various client tax returns and managed client financial statements. Angela L. holds a BBA in Accounting from Naveen Jindal School of Management, UT Dallas, and a BBA in Management Information Systems from SMU Cox School of Business.
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CAPIS
Serving institutional investors since 1977, CAPIS is an agency broker that offers global execution services and commission management solutions. We pair trading technologies with an unparalleled dedication to superior client service. CAPIS has one focus -- providing institutional investors with conflict-free, unbiased execution and commission management solutions. CAPIS was a pioneer in developing commission management solutions to investment managers. Today, we’re one of the only brokers to offer research credit on global equity trades as well as fixed income and options trading. We are also one of the few brokers to offer commission recapture services. Our 24-hour trading desk offers global equity trading, fixed income trading, derivatives trading, portfolio trading, outsourced trading, and transition management services. CAPIS also provides solutions for managed account advisors; reducing operational expenses and inefficiencies, achieving best execution, and ending sponsor rotation.