$2bn RIA names new top gatekeeper
January 6, 2026
Citywire, January 6, 2026
Reporter William Johnson at Citywire highlights Drew O’Connor’s promotion to Director of Research at CapWealth. “Drew has been instrumental in strengthening our investment process and elevating the sophistication of our research platform. His promotion reflects the leadership, discipline and thoughtful approach he brings to our team each day,” CapWealth founder and CIO Tim Pagliara says.
BusinessWire, January 6, 2026 CapWealth announces that Drew O’Connor has been promoted to Director of Research to grow the investment team and promote research and idea development. “His promotion reflects the leadership, discipline, and thoughtful approach he brings to our team each day. As Director of Research, Drew will play a central role in shaping our investment thinking and supporting strong outcomes for our clients,” says Tim Pagliara, founder and CIO of CapWealth.
Nashville Post, January 6, 2026 Cynthia Yeldell Anderson at Nashville Post shares that Drew O’Connor has been promoted to Director of Research at CapWealth.
Reflecting on year-end means more than looking back. It’s about client reviews, strategy updates, and planning ahead for smarter financial outcomes.
CapWealth’s Blake Harrison shares advanced strategies to help high-net-worth investors minimize capital gains taxes in Forbes with William Baldwin.
Financial advisors are not psychotherapists as CapWealth’s Hillary Stalker shares insights on setting healthy client boundaries in Financial Advisor.
Review your financial year in review and take advantage of key changes for 2026 to boost savings, maximize tax benefits, and start the new year strong.
This season of gratitude, the CapWealth team reflects on client trust, meaningful relationships, and the privilege of helping others reach financial goals.
Giftflation is squeezing budgets. CapWealth’s Hillary Stalker shares tips with NerdWallet on how to manage rising gift costs and stay financially grounded.
Plan your year-end giving to unlock meaningful impact, maximize tax savings, and take full advantage of strategic charitable tax benefits before December 31.
