CAPIS
Josh Hall, CTP, has extensive experience in the finance and accounting sectors, currently serving as Controller at Capital Institutional Services, Inc. (CAPIS) since August 2012, where responsibilities include financial reporting, analysis, and regulatory compliance. Prior roles at CAPIS include Assistant Controller, Assistant Treasurer, and Corporate Accountant, focusing on execution analysis, brokerage allocation, and commission recapture reporting. Prior to CAPIS, Josh Hall worked as a Graduate Assistant at Stephen F. Austin State University College of Business and served as a Student Assistant at the Gerald W. Schlief School of Accountancy. Josh Hall also held the position of Staff Accountant at CAPIS for a brief period in 2010, where contributions included report creation and participation in retirement plan decisions. Academically, Josh Hall holds a Bachelor’s and a Master’s degree in Accounting from Stephen F. Austin State University, along with a diploma from Spring Hill High School.
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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.