Bringing you live news and features since 2006 

shaking hands

CapWealth hires HNWI officer


Independent investment firm CapWealth Advisors LLC has added Phoebe J Venable to its team of family investment professionals as managing principal. Venable joins a staff of professionals supporting the firm’s growing base of wealth management clientele throughout the region.

A chartered financial analyst charterholder, Venable comes to CapWealth from the Nashville office of GenSpring Family Offices, an independent wealth management firm for ultra-high net worth families. In 2009, Venable launched the Nashville location and was the investment advisor for client families in the Southeastern U.S. She also served on the company’s national leadership team and conducted family education programs across the United States.

“Phoebe will be an excellent addition to our executive team and brings extensive experience working with ultra-high net worth families,” says chairman and chief executive officer Tim Pagliara. “She understands the special challenges they face and is well equipped to help them grow and manage their wealth. She also shares our core values and intense dedication to helping our clients succeed. We’re all looking forward to working with her.”

Venable began her financial career in 1987 with SunTrust Bank, later becoming an investment portfolio manager, providing money management services to Trust clients and high net worth families. She was promoted in 2002 to first vice president and private client advisor and in 2005 moved to SunTrust Bank in Nashville as managing director of private wealth management, also serving on the division’s senior leadership team.

She has both a Bachelor’s degree (Mathematics) and an MBA (Finance and Economics) from Murray State University. In addition to holding the designation Chartered Financial Analyst (CFA), she also is a Certified Trust and Financial Advisor (CTFA) through the Institute of Certified Bankers and holds certifications from both the National Graduate Trust School at Northwestern University and the Regional Trust School at Samford University. Venable is a member of the Nashville Society of Financial Analysts.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Thomas Bonville, Clear Street
Just over a year ago, Thomas Bonville joined New York-based, prime brokerage Clear Street as managing director, head of derivative...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by