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Phoebe Venable, CFA® - President & Chief Executive Officer | CapWealth

PHOEBE VENABLE, CFA®

PRESIDENT AND CHIEF EXECUTIVE OFFICER

Phoebe Venable joined CapWealth in 2010. As President and Chief Executive Officer, Phoebe leads strategic planning initiatives across the organization, continuously evolving and improving the firm’s approach to attracting top talent, building robust infrastructure, and delivering an unrivaled client experience. She has three decades of experience serving multi-generational, ultra-high-net-worth families. Before joining CapWealth, Phoebe served as Family Investment Officer at GenSpring Family Offices where she served as an investment portfolio manager and private client advisor.

She is involved with CapWealth’s Money Camp program which coaches clients’ children on basic and intermediate financial concepts.

A Tennessee native, she earned her Bachelor of Science in Mathematics and MBA in Finance and Economics at Murray State University in Kentucky. In addition to holding the designation of Chartered Financial Analyst® (CFA), she also holds certifications from both the National Graduate Trust School at Northwestern University and the Regional Trust School at Samford University. The Financial Times has named Phoebe among the Top 100 Women Financial Advisors in America.

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