Juggling Motherhood and a Career in Financial Advice
May 7, 2025
Barron’s Advisor, May 7, 2025
Hillary Stalker, financial advisor at CapWealth, speaks with Steve Garmhausen of Barron’s Advisor about the balance between being a financial advisor and mother. “One key is just recognizing that it’s never going to be a 50/50 split. I care deeply about my clients and doing a good job in my role here at CapWealth, but I also don’t want to miss anything from my kids. There’s a give and take,” explains Stalker.
Alex Ortolani reports on CapWealth hiring Blake Harrison as EVP of Wealth Management, enhancing the firm’s tax expertise and client relationships.
Citywire highlights Blake Harrison joining CapWealth as EVP of Wealth Management, bringing a client-focused approach and strategic solutions.
Blake Harrison joins CapWealth as EVP of Wealth Management, bringing tax strategy and estate planning expertise to the firm’s multifamily office team.
CapWealth welcomes Blake Harrison as EVP of Wealth Management, expanding services and evolving toward a fully integrated multifamily office.
CapWealth hires Blake Harrison, CPA, as EVP of Wealth Management. The $1.8B RIA adds tax expert with 20 years experience to expand multifamily office services.
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CapWealth CEO Phoebe Venable joins BNN Bloomberg to weigh in on the U.S. stock rally, why it may pause, and the risks of investing outside the U.S.
