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Mark Viani Email & Phone Number

Director, Institutional Sales and Managed Account Solutions at Capital Institutional Services, Inc. (CAPIS) at Capital Institutional Services, Inc. (CAPIS)
Location: New York, United States 7 work roles 2 schools
1 work email found @capis.com 3 phones found area 732 and 214 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email m****@capis.com
Direct phone (732) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Director, Institutional Sales and Managed Account Solutions at Capital Institutional Services, Inc. (CAPIS)
Location
New York, United States
Company size

Who is Mark Viani? Overview

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Quick answer

Mark Viani is listed as Director, Institutional Sales and Managed Account Solutions at Capital Institutional Services, Inc. (CAPIS) at Capital Institutional Services, Inc. (CAPIS), a with 81 employees, based in New York, United States. AeroLeads shows a work email signal at capis.com, phone signal with area code 732, 214, and a matched LinkedIn profile for Mark Viani.

Mark Viani previously worked as Director, Institutional Sales and Managed Account Solutions at Capital Institutional Services, Inc. (Capis) and President at Private Consulting To Managed Account Community. Mark Viani holds Bsba, Finance from Villanova University.

Company email context

Email format at Capital Institutional Services, Inc. (CAPIS)

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{first_initial}{last}@capis.com
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AeroLeads found 1 current-domain work email signal for Mark Viani. Compare company email patterns before reaching out.

Profile bio

About Mark Viani

Experienced Managing Director of Buy Side and Sell Side Trading Desks.Fin-Tech Product Creator/Inventor and Product Manager.Expert on Outsourced Trading, Managed Accounts, SMA, UMA, TAMPS, including Disclosure Practices concerning Trading Away from Managed Account Platforms.Series 7, 9, 10, 24, 27, 55, 63

Listed skills include Asset Management, Alternative Investments, Securities, Trading, and 39 others.

Current workplace

Mark Viani's current company

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Capital Institutional Services, Inc. (CAPIS)
Capital Institutional Services, Inc. (Capis)
Director, Institutional Sales and Managed Account Solutions at Capital Institutional Services, Inc. (CAPIS)
dallas, texas, united states
Employees
81
AeroLeads page
7 roles · 34 years

Mark Viani work experience

A career timeline built from the work history available for this profile.

President

Private Consulting To Managed Account Community

Greater New York City Area

Consulting to Asset Managers sub-advising Managed Account (Wrap) Platforms.Expert in the practice of Trading Away, Step Outs, and SEC Disclosure Requirements.

Oct 2017 - May 2018

Director Of Managed Account Solutions

Capital Institutional Services (Capis)

Greater New York City Area

Product manager of a Post Trade Managed Account Solutions product. The platform is designed to aid Asset Managers sub advising Wrap and Directed assets efficiently process executions traded away from Wrap Sponsors and Directed Brokers. Sub-advisors can trade away their equity and fixed income orders with their best execution broker, pay that broker a commission while we automate the step out and email notification process. Architect, creator, and product manager of the CAPIS ARC post trade allocation utility for asset managers sub-advising wrap and custodial platforms. Managed and co-created a flexible custody and execution platform for a joint venture with Invest N Retire, a TAMP (Turnkey Asset Management Platform) for the 401k and taxable retail sectors.Managed all aspects of both products including design enhancements, sales, and demonstrations.

Dec 2013 - Apr 2017

Managing Director Electronic Trading

599 Lexington Avenue, New York, New York 10022

Created and managed the Cowen 360 post trade allocation utility for asset managers sub-advising wrap and custodial platforms.Co-created the Cowen C.O.R.E payment for order flow option router designed to route option order flow to the best price and best payment for flow for broker and asset management customers.Managing Director of the Electronic Products Group in charge of sales, design, and daily operations of both products.

Feb 2011 - Aug 2013

Svp Head Of Equity Sales & Trading

Newedge Usa, Llc

Greater New York City Area

Head of Sales & Trading in the U.S. for a French owned brokerage firm.Managed and responsible for hiring individuals and groups selling and trading U.S. Equities, Options, and ETF’s. Managed over 30 individuals in groups consisting of the ETF Team, Cash Equities Group, 2 Option Sales Teams, and Risk Arbitrage Team.Instrumental in creating specialized hedged transactions for commodities based ETF’s.

Mar 2006 - Feb 2011

Head Of Trading

New York, New York

Managed trading desk of 10 individuals executing for more than 20 portfolio managers both in domestic and international portfolios consisting of institutional, hedge fund, private client, and wrap assets.Desk acted in dual capacity both as a buy side and a sell side desk. Created and implemented a plan that captured $25 million of our own commissions from hedge fund executions over a 3-year period.Managed all day-to-day functions including compliance and best execution.

Mar 2000 - Feb 2004

Head Of Trading

Vantage Global Advisors

New York, New York

Head Trader of quantitative asset manager with $9.5 billion in AUM.Redesigned trading desk to compliment the firm’s quantitative style of stock picking.Employed electronic trading and crossing networks to achieve best execution mandates.

1993 - 1999 ~6 yrs
2 education records

Mark Viani education

High School

Christian Brothers Academy
FAQ

Frequently asked questions about Mark Viani

Quick answers generated from the profile data available on this page.

What company does Mark Viani work for?

Mark Viani works for Capital Institutional Services, Inc. (CAPIS).

What is Mark Viani's role at Capital Institutional Services, Inc. (CAPIS)?

Mark Viani is listed as Director, Institutional Sales and Managed Account Solutions at Capital Institutional Services, Inc. (CAPIS) at Capital Institutional Services, Inc. (CAPIS).

What is Mark Viani's email address?

AeroLeads has found 1 work email signal at @capis.com for Mark Viani at Capital Institutional Services, Inc. (CAPIS).

What is Mark Viani's phone number?

AeroLeads has found 3 phone signal(s) with area code 732, 214 for Mark Viani at Capital Institutional Services, Inc. (CAPIS).

Where is Mark Viani based?

Mark Viani is based in New York, United States while working with Capital Institutional Services, Inc. (CAPIS).

What companies has Mark Viani worked for?

Mark Viani has worked for Capital Institutional Services, Inc. (Capis), Private Consulting To Managed Account Community, Capital Institutional Services (Capis), Cowen And Company, and Newedge Usa, Llc.

How can I contact Mark Viani?

You can use AeroLeads to view verified contact signals for Mark Viani at Capital Institutional Services, Inc. (CAPIS), including work email, phone, and LinkedIn data when available.

What schools did Mark Viani attend?

Mark Viani holds Bsba, Finance from Villanova University.

What skills is Mark Viani known for?

Mark Viani is listed with skills including Asset Management, Alternative Investments, Securities, Trading, Fixed Income, Electronic Trading, Investments, and Equities.

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