Burns joins CapWealth as a Financial Advisor

FRANKLIN, TN (April 12, 2021) – Ryan Burns joins CapWealth, a Forbes Best-In-State firm, as a financial advisor. 

Burns is a Franklin native and alumnus of Montgomery Bell Academy. He graduated with a Bachelor of Arts in English Literature from the University of Virginia, where he was an All-American recruit for the Division I Men’s Lacrosse team. 

“Ryan is a great addition to our team,” CapWealth’s Chairman and Chief Investment Officer Tim Pagliara said. “His experience in both the financial services industry and private wealth management provides a solid foundation for him to be a trusted advisor to CapWealth clients.”

After graduation, Burns was an agent for New York Life Insurance Company, where he worked with clients across five states. He later joined Promus Capital, LLC. as a client service associate serving as a liaison between portfolio managers and clients. Most recently, he was an associate banker and assistant vice president at Citi Private Bank. He supported five Chicago private bank teams, including private equity firms, ultra-high net worth clients, and family offices. 

“Ryan will play an integral role in the continued growth of our firm,” Phoebe Venable, CapWealth’s CEO, said. “We’re excited to have a local who shares our values and passion for helping families achieve financial success.”

CapWealth is based in Franklin, TN, and provides wealth management services, including investment advice, personal financial planning, and portfolio management to individuals, families, foundations, and endowments. CapWealth specializes in preserving, growing, and distributing assets over our clients’ lifetimes. With $1 billion in assets under advisement, the firm is one of the nation’s leading independent wealth managers. For more information, visit www.capwealthgroup.com .