Innovating to Improve Execution Outcomes
CapMarkets IQ LLC is a boutique Fintech consulting firm focused Product Innovation, Go-To-Market Strategy from inception to IPO preparation, Vendor Selection, Compliance, and Best Execution.
Prior roles that inform my practice include:
Fractional Head of Capital Markets for Jukebox Inc., helping bring Music Royalties Public
COO of Cap Connect Plus - a Software company and BD facilitating Commercial Paper issuance
Head of Equities at ION Markets and General Manager of Fidessa
SVP and Head of Fidelity Trading Ventures
CEO Luminex Trading & Analytics
SVP and Head of Equities at Fidelity Capital Markets
SMD - Head of Global Equity Research Sales Americas - ABN Amro
Head of Global Emerging Markets Sales trading at Morgan Stanley
The one constant in our industry is change. The ability to embrace and harness change is critical to the success of any business. Whether you're just starting out, looking to restructure, or preparing for your IPO we can help. Our mission is to create relationships, not transactions. Our promise is that we'll be there, as questions or issues arise, every step of the way.
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We have broad experience in the capital markets industry and the technology that underpins it, with specific expertise in Equities Market Structure, Electronic Trading, Alternative Trading Systems, OMS/EMS vendor selection, Compliance, and Best Execution. We are also experienced in helping companies navigate Reg A, Reg D, and more traditional S-1 offerings. Our goal is to provide clear, objective, and actionable advice.