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Donald Cullen Potts
Gründer bei Capital Institutional Services, Inc.
Profil
Mr. Don C.
Potts is Chairman of The Board at Capital Institutional Services, Inc.
Mr. Potts founded Capital Institutional Services in 1977.
He was employed as an institutional salesman for Merrill Lynch from 1963 to 1969, First Vice President for Walston & Co. from 1969 to 1973 and Senior Vice President for Jesup & Lamont Inc. from 1973 to 1978.
He has been Chairman of Capital Institutional Services, Inc since he founded it in 1977 and served as the firm's CEO until 2006.
Mr. Potts received a BBA in 1963 from the University of North Texas.
Aktive Positionen von Donald Cullen Potts
Unternehmen | Position | Beginn |
---|---|---|
Capital Institutional Services, Inc.
![]() Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Gründer | 02.08.2010 |
Ehemalige bekannte Positionen von Donald Cullen Potts
Unternehmen | Position | Ende |
---|---|---|
Jesup & Lamont, Inc.
![]() Jesup & Lamont, Inc. Investment Banks/BrokersFinance Jesup & Lamont, Inc. provides securities brokerage, investment banking, market making research, investment advisory, asset management services. Its brokerage services are provided to both retail and institutional customers. The company's current growth strategy is a combination of growth by acquisition and organic growth of the existing and acquired businesses. Jesup & Lamont was founded in 1877 and is headquartered in Longwood, FL. | Corporate Officer/Principal | 31.12.1978 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Institutionelle Verkäufe | 31.12.1969 |
Walston & Co., Inc. | Corporate Officer/Principal | - |
Ausbildung von Donald Cullen Potts
University of North Texas | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Capital Institutional Services, Inc.
![]() Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Jesup & Lamont, Inc.
![]() Jesup & Lamont, Inc. Investment Banks/BrokersFinance Jesup & Lamont, Inc. provides securities brokerage, investment banking, market making research, investment advisory, asset management services. Its brokerage services are provided to both retail and institutional customers. The company's current growth strategy is a combination of growth by acquisition and organic growth of the existing and acquired businesses. Jesup & Lamont was founded in 1877 and is headquartered in Longwood, FL. | Finance |
Walston & Co., Inc. |