Local financial adviser to attend global conference
Middle Tennessee-based financial adviser Phoebe Venable will represent the state at the CFA Institute’s 2015 Society Leadership Conference in Hong Kong next week.
Venable is president and chief operating officer of CapWealth Advisors.
The annual event is open each year to select chapters of the CFA Institute throughout the U.S. and the world, each of which sends a limited number of representatives based upon the chapter’s membership. Venable serves as a CFA Society of Nashville director.
The three-day conference will bring together successful CFAs from around the world for industry speakers, educational workshops, debates on hot-topic issues and networking.
Venable previously served as managing director of the private wealth management division of SunTrust’s local offices and as an investment adviser to super-affluent families with GenSpring Family Offices. Last year the Financial Times named Venable among the Top 100 Women Financial Advisers in the U.S.
She writes a financial column for The Tennessean on women, families and building wealth that appears every other Saturday in the business section.
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