New addition to the team at Capital Institutional Services (CAPIS)


Capital Institutional Services, Inc. (CAPIS) one of the first firms to focus on distributing alternative research,
announced yesterday an addition to their team.

CAPIS, an agency-only institutional broker which has had a long-standing commitment to independent research, announced that  Anne Barlow will join CAPIS as Vice President, Director of Corporate Access. Barlows’ main responsibilities  will include managing Summit, CAPIS’s agency corporate access service.

Kristi P. Wetherington, President and CEO of CAPIS  stated, “For over 32 years, CAPIS has been dedicated to providing independent research solutions to investment managers. As an agency broker without investment banking or proprietary research interests, we are well positioned to provide our clients with valuable, unbiased insight from top-level management at publicly traded companies. Since launching Summit in 2008, we have been thrilled with the response we have received from our clients. Anne will be a tremendous asset in growing our corporate access initiative.”

Barlow has over 19 years of  experience in capital markets. Previously Barlow was a Senior Analyst at Austin Stock Research where she specialized in short-sell equity research.

About  Capital Institutional Services, Inc. (CAPIS)

Established in 1977, Capital Institutional Services, Inc. (CAPIS) is an agency-only institutional broker, which has had a long-standing commitment to independent research. CAPIS has distribution agreements with 11 research providers in its Independent Research Network, and works with hundreds more sources of independent research. The firm provides an overview and product information of these research providers through its online research database which is accessible to the public. CAPIS is also a member of Investorside and the Alliance in Support of Independent Research, trade associations for the independent research segment.

CAPIS offers execution services including equity trading-domestic and international; Fixed income trading; Program trading; Transition management; Options. Electronic Trading capabilities offered by CAPIS includes CAPISDirect-a direct market access (DMA) system and CAPIS Algorithmic Trading, a suite of algorithmic trading strategies.


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