• Contact Us

    Thank you for your interest in Capital.
    We welcome the opportunity to meet with you.

    Please Note!

    We've moved! Our new office is located on the 13th floor in the Chase building across the street from our previous location. Please call if we can help you find us!

  • Our Telephone Numbers

    (414) 278-7744  Local
    (800) 345-6462  Toll-free
    (414) 278-8403  Fax

    Our Mailing Address

    Capital Investment Services of America, Inc.
    111 E. Wisconsin Avenue
    Suite 1310
    Milwaukee, Wisconsin 53202


Donna M. Schock

Principal

Donna began her investment career in 1984 with a Midwest brokerage firm and also previously worked at a Milwaukee-based investment firm. Those experiences helped her develop a strong background in back-office operations. She joined Capital in 1992 and serves as Head of Accounting and Financial Recordkeeping. In addition to her financial management duties, Donna is also responsible for supervision of Capital’s operations staff.






Quick Facts

Capital Roles

Financial Management
Operations

Joined Capital

1992

Personal Insight

Having served as Capital’s bookkeeper for over 20 years, Donna has extensive experience liaising between independent, outside auditors and in-house operations staff in such areas as portfolio performance reporting and firm-wide composites. In her free time, Donna and her husband enjoy driving their 1939 Ford to car shows across the country and catching up with friends who share a mutual love of antique automobiles. Donna and her family also delight in the occasional trip to Disney World.