CapWealth kicks off 2018 Quarterly Brown Bag Lunch Series with “2017 in Review”

January 18, 2018

CapWealth’ Chairman and CEO Tim Pagliara, along with Executive Vice President and Chief Investment Strategist John Lueken, take a look back at 2017 and provide their insights for 2018 in the first Quarterly Brown Bag Lunch seminar of the year.


You listen to the audio of the entire seminar below.


A couple meets with their financial advisor to review their financial plan after a major life change
By Jennifer Horton January 20, 2026
Life moves fast. A Financial Plan Review ensures your strategy evolves with major life changes like marriage, career shifts, or retirement prep.
Tim Pagliara on BNN Bloomberg Market Outlook
January 15, 2026
Tim Pagliara joins BNN Bloomberg to discuss how recent political pressure on the Federal Reserve and other factors are impacting U.S. equities and economic growth.
An image showing a headshot of Drew O’Connor promotion in Businesswire
January 6, 2026
CapWealth promotes Drew O’Connor to Director of Research, recognizing his leadership and role in advancing investment strategy and client outcomes.
Drew O’Connor Named Director of Research at CapWealth
January 6, 2026
Citywire reports Drew O’Connor’s promotion to Director of Research at CapWealth, recognizing his leadership and impact on the firm’s investment process.
An image showing a headshot of Drew O’Connor promotion in the Nashville Post
January 6, 2026
Drew O’Connor is promoted to Director of Research at CapWealth, as reported by Cynthia Yeldell Anderson in the Nashville Post.
Year-End client meeting with their wealth firm
By Hillary Stalker December 16, 2025
Reflecting on year-end means more than looking back. It’s about client reviews, strategy updates, and planning ahead for smarter financial outcomes.
An image showing someone pruning savings from minimizing capital gain taxes
By Blake Harrison December 6, 2025
CapWealth’s Blake Harrison shares advanced strategies to help high-net-worth investors minimize capital gains taxes in Forbes with William Baldwin.
By Hillary Stalker December 3, 2025
Financial advisors are not psychotherapists as CapWealth’s Hillary Stalker shares insights on setting healthy client boundaries in Financial Advisor.
An individual reviewing their finances changes to make for 2026
By Hillary Stalker December 2, 2025
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.
Show More

Share Article